Customer Testimonials & Case Studies

Our goal is always to see our clients succeed in payments.

We love to hear what our clients have to say about working with us, and how our partnerships have provided value for them.

Video Testimonials

Client Testimonials

Westgate Resorts Testimonial
"As the largest privately-held vacation ownership company in the world, we take a significant amount of credit card payments for all of our business lines. When we were looking to reduce our card processing fees and streamline reporting and analytics, we turned to the experts Optimized Payments. They were instrumental in aggregating all payments data, including co-branded card data, and identifying savings opportunities. Now, we use Optimized Analytics to track key metrics, identify savings opportunities and track savings on the initiatives we have implemented. Given the quick ROI, Optimized Analytics was an easy choice."
John Willman, Treasurer & VP of Mortgage Services
Westgate Resorts
"As the largest privately-held vacation ownership company in the world, we take a significant amount of credit card payments for all of our business lines. When we were looking to reduce our card processing fees and streamline reporting and analytics, we turned to the experts Optimized Payments. They were instrumental in aggregating all payments data, including co-branded card data, and identifying savings opportunities. Now, we use Optimized Analytics to track key metrics, identify savings opportunities and track savings on the initiatives we have implemented. Given the quick ROI, Optimized Analytics was an easy choice."
Westgate Resorts Testimonial
John Willman, Treasurer & VP of Mortgage Services
Westgate Resorts
Fiserv Testimonial
"The Biller Solutions arm of Fiserv is an innovative and savvy player in the electronic bill presentment and payment space. While at Fiserv, we identified the need for in-depth expertise on interchange and card network rules, and, as a result of such turned to the experts at Optimized Payments. Optimized Payments was amazing to work with and was able to identify savings opportunities far beyond what we could have imagined. The ROI on hiring these experts was immediate and the process quite simple."
Paul Harrison, Former COO
Fiserv
"The Biller Solutions arm of Fiserv is an innovative and savvy player in the electronic bill presentment and payment space. While at Fiserv, we identified the need for in-depth expertise on interchange and card network rules, and, as a result of such turned to the experts at Optimized Payments. Optimized Payments was amazing to work with and was able to identify savings opportunities far beyond what we could have imagined. The ROI on hiring these experts was immediate and the process quite simple."
Fiserv Testimonial
Paul Harrison, Former COO
Fiserv
U-Haul Testimonial
"We have found a great new partner with Optimized Payments. Over the years we have noticed that our interchange costs have been steadily increasing, to the point of concern. Initially, we attempted to combat this problem internally, however we soon realized we needed precise information that was custom tailored to our method of processing. Optimized Payments provided the very specific, integral information in a timely manner. Within months, we began to realize a very significant amount in interchange and card brand fee savings. What started as a one-time project has now transformed into an ongoing partnership for consulting and analytics as it relates to U-Haul payment space. I would highly recommend Joey Dembek and the team at Optimized Payments to any other large organization, seeking to reduce and streamline the payment processing."
Robert Krawczyk, Director of Payment Operations
U-Haul
"We have found a great new partner with Optimized Payments. Over the years we have noticed that our interchange costs have been steadily increasing, to the point of concern. Initially, we attempted to combat this problem internally, however we soon realized we needed precise information that was custom tailored to our method of processing. Optimized Payments provided the very specific, integral information in a timely manner. Within months, we began to realize a very significant amount in interchange and card brand fee savings. What started as a one-time project has now transformed into an ongoing partnership for consulting and analytics as it relates to U-Haul payment space. I would highly recommend Joey Dembek and the team at Optimized Payments to any other large organization, seeking to reduce and streamline the payment processing."
U-Haul Testimonial
Robert Krawczyk, Director of Payment Operations
U-Haul
Providence St Joseph Health Testimonial
"Providence St . Joseph Health, 3rd largest not for profit hospital and health care system in the U .S., needed a consulting firm with deep expertise in payments to help us consolidate and simplify our payments infrastructure across multiple regions and lines of business . After thorough due diligence, we selected Optimized Payments and we couldn ’t be happier with our selection and subsequent results . The team at Optimized Payments took the time to really understand the nuances of healthcare and managed a merchant services RFP that delivered great results – consolidation, reporting simplification and millions in cost savings . Simply, Optimized Payments delivered a great return on our investment ."
Bradley C. Hansen, Sr. Manager - Administration, Treasury
Providence St. Joseph Health
"Providence St. Joseph Health, 3rd largest not for profit hospital and health care system in the U.S., needed a consulting firm with deep expertise in payments to help us consolidate and simplify our payments infrastructure across multiple regions and lines of business. After thorough due diligence, we selected Optimized Payments and we couldn’t be happier with our selection and subsequent results. The team at Optimized Payments took the time to really understand the nuances of healthcare and managed a merchant services RFP that delivered great results – consolidation, reporting simplification and millions in cost savings. Simply, Optimized Payments delivered a great return on our investment."
Providence St Joseph Health Testimonial
Bradley C. Hansen, Sr. Manager - Administration, Treasury
Providence St. Joseph Health
AutoNation Testimonial
"I have no regrets whatsoever over the last ten years we ’ve worked with Optimized Payments . They provide in -depth knowledge about one of our largest cost items and enable me to focus on things other than number crunching or quantifying anything related to payment processing . That ’s a huge relief . The whole team is simply fantastic and so customer focused ."
Greg Moore, Director of Treasury Operations
AutoNation
"I have no regrets whatsoever over the last ten years we’ve worked with Optimized Payments. They provide in-depth knowledge about one of our largest cost items and enable me to focus on things other than number crunching or quantifying anything related to payment processing. That’s a huge relief. The whole team is simply fantastic and so customer focused."
AutoNation Testimonial
Greg Moore, Director of Treasury Operations
AutoNation
Staples Testimonial
"We had a mandate to update our payments strategy and reduce costs. Given the lack of resources, we turned to the experts at Optimized Payments to help run a merchant services RFP and provide payments analytics to identify cost savings opportunities. The RFP helped us enhance our security solutions and understand the latest offerings in the marketplace. The analytics continue to help us stay on top of key metrics, identify savings opportunities and report savings wins to our management. Optimized Payments is a valuable partner and extension of our team."
Jeanne Keane, CTP, Director, Assistant Treasurer
Staples
"We had a mandate to update our payments strategy and reduce costs. Given the lack of resources, we turned to the experts at Optimized Payments to help run a merchant services RFP and provide payments analytics to identify cost savings opportunities. The RFP helped us enhance our security solutions and understand the latest offerings in the marketplace. The analytics continue to help us stay on top of key metrics, identify savings opportunities and report savings wins to our management. Optimized Payments is a valuable partner and extension of our team."
Staples Testimonial
Jeanne Keane, CTP, Director, Assistant Treasurer
Staples
Tiffany and Company Testimonial
"Our partners at Optimized Payments have greatly enhanced our ability to manage payments. We have increased our ability to effectively manage cost of acceptance with greater insight into associated fees across all card brands. They have directly impacted our daily settlement reconciliation process creating efficiencies in work processes. With additional insight through the analytics provided by Optimized Payments, we have improved our ability to understand our customers that supports other strategic decisions that are tied directly toward organizational goals."
Laura Woop, Senior Director
Tiffany and Company
"Our partners at Optimized Payments have greatly enhanced our ability to manage payments. We have increased our ability to effectively manage cost of acceptance with greater insight into associated fees across all card brands. They have directly impacted our daily settlement reconciliation process creating efficiencies in work processes. With additional insight through the analytics provided by Optimized Payments, we have improved our ability to understand our customers that supports other strategic decisions that are tied directly toward organizational goals."
Tiffany and Company Testimonial
Laura Woop, Senior Director
Tiffany and Company
Kering Americas Testimonial
"Kering Americas (parent of luxury brands like Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen and Brioni) was looking for a payments consulting firm to help it solve several payments challenges; including enhancing transaction security, consolidating U.S. and Canada operations, evaluating alternative payment methods and managing a merchant services RFP. After interviewing several firms, we selected Optimized Payments. The team at Optimized has been invaluable in helping us achieve our payments goals and save about $1.5 million in processing costs per year. We also have web-based payments analytics that allow us to provide easy to understand metrics and reporting to our luxury brands. I highly recommend Optimized Payments to any merchant looking to reduce costs, implement analytics and/or update their payments strategy."
Dan Byrnes, Director Financial Operations
Kering Americas
"Kering Americas (parent of luxury brands like Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen and Brioni) was looking for a payments consulting firm to help it solve several payments challenges; including enhancing transaction security, consolidating U.S. and Canada operations, evaluating alternative payment methods and managing a merchant services RFP. After interviewing several firms, we selected Optimized Payments. The team at Optimized has been invaluable in helping us achieve our payments goals and save about $1.5 million in processing costs per year. We also have web-based payments analytics that allow us to provide easy to understand metrics and reporting to our luxury brands. I highly recommend Optimized Payments to any merchant looking to reduce costs, implement analytics and/or update their payments strategy."
Kering Americas Testimonial
Dan Byrnes, Director Financial Operations
Kering Americas
Burr Pilger Mayer Testimonial
"Burr Pilger Mayer is in the business of providing accounting and consulting services, not being experts in credit card processing. Our card processing costs kept going up and we felt we had no way to control them. We turned to Optimized Payments and they helped us reduce card processing costs by 21%."
Diana Borova, Chief Administrative Officer
Burr Pilger Mayer
"Burr Pilger Mayer is in the business of providing accounting and consulting services, not being experts in credit card processing. Our card processing costs kept going up and we felt we had no way to control them. We turned to Optimized Payments and they helped us reduce card processing costs by 21%."
Burr Pilger Mayer Testimonial
Diana Borova, Chief Administrative Officer
Burr Pilger Mayer
Ratner Companies Testimonial
"We have been working with Optimized Payments for about 11 years. Payments are complex and costly, and when we need help with any aspect of payments like RFPs, analytics or reducing costs, we look to the experts at Optimized Payments. Our time is valuable and the ROI with Optimized makes sense."
Timothy Lemieux, SVP & CIO
Ratner Companies
"We have been working with Optimized Payments for about 11 years. Payments are complex and costly, and when we need help with any aspect of payments like RFPs, analytics or reducing costs, we look to the experts at Optimized Payments. Our time is valuable and the ROI with Optimized makes sense."
Ratner Companies Testimonial
Timothy Lemieux, SVP & CIO
Ratner Companies
Chicago Parking Meters Testimonial
"OPC's guidance has provided immense value to me and my team over the past eight years. They have helped boost our bottom line, navigate vendor selection, and even taught me a thing or two about the payments industry. I feel like an expert!"
Jean Chidley, Chief Financial Officer
Chicago Parking Meters
"OPC's guidance has provided immense value to me and my team over the past eight years. They have helped boost our bottom line, navigate vendor selection, and even taught me a thing or two about the payments industry. I feel like an expert!"
Chicago Parking Meters Testimonial
Jean Chidley, Chief Financial Officer
Chicago Parking Meters

NPS Survey Feedback

"Very timely in responding and accommodating to numerous design build requests."
"Very timely in responding and accommodating to numerous design build requests."
NPS Feedback #3
"Their depth of knowledge and experience. The genuine partnership approach and attention to specifics of our circumstance."
"Their depth of knowledge and experience. The genuine partnership approach and attention to specifics of our circumstance."
NPS Feedback #1
"My favorite thing about Optimized Payments is that they analyze our data and try to find opportunities for additional savings. They take the time to walk through the data with us and they are very responsive to our needs."
"My favorite thing about Optimized Payments is that they analyze our data and try to find opportunities for additional savings. They take the time to walk through the data with us and they are very responsive to our needs."
NPS Feedback #9
"Knowledgeable payment industry experts that are able to understand big picture issues and present a clear approach to improvement."
"Knowledgeable payment industry experts that are able to understand big picture issues and present a clear approach to improvement."
NPS Feedback #4
"Joey and Anand were extremely responsive and did a great job making difficult concepts understandable."
"Joey and Anand were extremely responsive and did a great job making difficult concepts understandable."
NPS Feedback #7
"We’ve been very happy with the Optimized Payments team . They are incredibly easy to work with and always willing to add more to their solution to help us as our business evolves ."
"We’ve been very happy with the Optimized Payments team. They are incredibly easy to work with and always willing to add more to their solution to help us as our business evolves."
Mid-Sized Insurance Company
Lead Accountant
Mid-Size Insurance Company
"Anand and team took the time to understand our business and did a thorough analysis of our account to find cost savings and efficiencies."
"Anand and team took the time to understand our business and did a thorough analysis of our account to find cost savings and efficiencies."
NPS Feedback #2
"The solutions that are provided are truly customized to the issues at hand. Optimized Payments provides specific solutions to unique set of problem, because they take the time to understand the issue and provide a solution that works."
"The solutions that are provided are truly customized to the issues at hand. Optimized Payments provides specific solutions to unique set of problem, because they take the time to understand the issue and provide a solution that works."
NPS Feedback #6
"Responsiveness of the Optimized Payments team. They were very thorough in their analysis and went the extra mile to ensure a successful engagement. They were also available to discuss issues even well after the engagement had concluded."
"Responsiveness of the Optimized Payments team. They were very thorough in their analysis and went the extra mile to ensure a successful engagement. They were also available to discuss issues even well after the engagement had concluded."
NPS Feedback #5
"Extremely versed in all aspects of interchange and were able to explain key focus areas to reduce interchange fees."
"Extremely versed in all aspects of interchange and were able to explain key focus areas to reduce interchange fees."
NPS Feedback #8

Client Case Studies

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