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MERCHANTWERX

Client Acquisition
and Onboarding
Built to Scale

MerchantWerx centralizes applications, KYC and KYB verification, approvals, agreements, and account activation in one configurable platform, reducing manual administration and supporting faster growth across portfolios

CONNECT WITH OUR TEAM
MerchantWerx dashboard on laptop

MERCHANTWERX

Client Acquisition
and Onboarding
Built to Scale

MerchantWerx centralizes applications, KYC and KYB verification, approvals, agreements, and account activation in one configurable platform, reducing manual administration and supporting faster growth across portfolios

MerchantWerx dashboard on laptop
CONNECT WITH OUR TEAM
MerchantWerx dashboard on laptop

From Application to Activation
Without the Manual Bottlenecks

Move through enrollment, verification, review, approval, and activation in one clear workflow that reduces unnecessary handoffs, improves visibility, and helps qualified merchants move forward faster

01

APPLY

Configurable digital enrollment captures the information required for the merchant vertical ISO or processor

Merchant Application
Business Name
Industry
Select industry
Business Type
Select business type
Contact Information
Submit Application  →
02

VERIFY

KYC/KYB ownership business information and supporting documents are collected and validated

Identity & Business Verification
Business Information
Ownership Details
Supporting Documents
KYC / KYB Checks
03

REVIEW + APPROVE

Applications move through configurable workflows including straight-through processing where appropriate and review queues where needed

Application Review
Maple Retail IncE-commerce • Canada
Under Review
Business Verification
Document Review
Risk Assessment
Final Approval
Request Info
Approve
04

ACTIVATE

Agreements status updates and merchant setup move the applicant into an active relationship

Activation
Merchant ActivatedThe merchant is now live and ready to process payments
Agreement Executed
Merchant Setup Complete
Credentials Provisioned
Go Live
Active Merchant

From Application to Activation
Without the Manual Bottlenecks

Move through enrollment, verification, review, approval, and activation in one clear workflow that reduces unnecessary handoffs, improves visibility, and helps qualified merchants move forward faster

01

APPLY

Configurable digital enrollment captures the information required for the merchant vertical ISO or processor

Merchant Application
Business Name
Industry
Select industry
Business Type
Select business type
Contact Information
Submit Application  →
Apply
02

VERIFY

KYC/KYB ownership business information and supporting documents are collected and validated

Identity & Business Verification
Business Information
Ownership Details
Supporting Documents
KYC / KYB Checks
Verify
03

REVIEW + APPROVE

Applications move through configurable workflows including straight-through processing where appropriate and review queues where needed

Application Review
Maple Retail IncE-commerce • Canada
Under Review
Business Verification
Document Review
Risk Assessment
Final Approval
Request Info
Approve
Review and Approve
04

ACTIVATE

Agreements status updates and merchant setup move the applicant into an active relationship

Activation
Merchant ActivatedThe merchant is now live and ready to process payments
Agreement Executed
Merchant Setup Complete
Credentials Provisioned
Go Live
Active Merchant
Activate

One Platform for Merchants, ISOs, and PSPs

Support different roles, operating models, and portfolio structures through one shared environment

  • Self Serve + Concierge Onboarding

    Support direct merchant enrollment and assisted onboarding through the same platform

  • Real Time KYC/KYB

    Integrate identity and business verification directly into the onboarding workflow

  • Configurable Workflows

    Adapt forms, approval paths, email templates, and requirements to different use cases

  • Portfolio Management

    Manage master ISO, sub ISO, and sub merchant relationships within one environment

  • Live Visibility

    Track application status, merchant activity, and onboarding performance through role based dashboards

MerchantWerx dashboard

One Platform for Merchants, ISOs, and PSPs

Support different roles, operating models, and portfolio structures through one shared environment

  • Self Serve + Concierge Onboarding

    Support direct merchant enrollment and assisted onboarding through the same platform

  • Real Time KYC/KYB

    Integrate identity and business verification directly into the onboarding workflow

  • Configurable Workflows

    Adapt forms, approval paths, email templates, and requirements to different use cases

  • Portfolio Management

    Manage master ISO, sub ISO, and sub merchant relationships within one environment

  • Live Visibility

    Track application status, merchant activity, and onboarding performance through role based dashboards

MerchantWerx dashboard

A Platform That Adapts to Your Business

Configure the experience around your brand, operating model, infrastructure, and growth requirements while remaining connected to the broader Werx ecosystem

  • White Label Ready

    Deploy the onboarding experience under an ISO or partner brand

  • Hosted or Self Hosted Options

    Support different deployment models, infrastructure requirements, and data control needs

  • Role Based Control

    Give administrators, ISOs, and merchants access to the tools and information relevant to their roles

  • Connected to the Broader Werx Platform

    Validated merchant data can support payment processing, fraud mitigation, compliance, and other FintechWerx services without requiring the onboarding process to be repeated

MerchantWerx PSP Portal Onboarding Engine

A Platform That Adapts to Your Business

Configure the experience around your brand, operating model, infrastructure, and growth requirements while remaining connected to the broader Werx ecosystem

  • White Label Ready

    Deploy the onboarding experience under an ISO or partner brand

  • Hosted or Self Hosted Options

    Support different deployment models, infrastructure requirements, and data control needs

  • Role Based Control

    Give administrators, ISOs, and merchants access to the tools and information relevant to their roles

  • Connected to the Broader Werx Platform

    Validated merchant data can support payment processing, fraud mitigation, compliance, and other FintechWerx services without requiring the onboarding process to be repeated

MerchantWerx PSP Portal Onboarding Engine

Turn Merchant Acquisition Into a Scalable Growth Engine

Create more capacity to grow merchant portfolios without adding the same level of administrative overhead

MerchantWerx Growth Analytics Dashboard

Turn Merchant
Acquisition into a
Scalable Growth Engine

Create more capacity to grow merchant portfolios without adding the same level of administrative overhead

MerchantWerx Growth Analytics Dashboard
MerchantWerx Growth Analytics Dashboard