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Case Studies & Client Success Stories

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Latest Case Studies

Large Financial Firm Sees Massive Gains in Revenue

Large Financial Firm Sees Massive Gains in Revenue

The Client is a large financial media firm with significant influence and reach in North America. For years, this firm has been providing financial insights and advice for millions of people. While the client produces free market news articles and commentary, they promote their more personalized financial insight services through the sale and renewal of subscriptions. These paid subscriptions are sold to customers in monthly and annual packages.

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Maximizing Profitability through Optimized Payment Costs for a Leading Payments ISO

Maximizing Profitability through Optimized Payment Costs for a Leading Payments ISO

Our client is a prominent automotive services payments ISO. With a rapidly growing business and a substantial portion of revenue derived from payments acceptance, the client faced the challenge of ensuring their payment costs were fully optimized to maximize profitability. Their complex ecosystem included thousands of sub-merchants across various acquirers and pricing models, making it challenging to compile data for detailed cost analysis.

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Mid-Sized Insurance Company Renegotiates Its Way to $700K in Annual Savings & Centralizes Its Payments Data

Mid-Sized Insurance Company Renegotiates Its Way to $700K in Annual Savings & Centralizes Its Payments Data

A mid-sized insurance company renegotiated its payment processes and centralized its data, saving $700K annually. Initially limited to one-time credit card payments, the firm expanded to recurring billing, increasing transaction fees over time. Uncertain about which fees were negotiable or how to affect interchange rates, the company enlisted Optimized Payments for an audit of their contracts and operations, leading to significant savings and improved payments management.

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Revolutionizing Payment Processing Efficiency for a Leading Payment Facilitator

Revolutionizing Payment Processing Efficiency for a Leading Payment Facilitator

This client is one of the largest Electronic Bill Payment & Presentment (EBPP) companies in the United States, serving various industries including Utility, Consumer Finance, Insurance, and Government. With thousands of sub-merchants across various platforms and acquirers, the client faced significant challenges in managing disparate data sources and analyzing data effectively for cost-savings opportunities. Challenge: With many processors in their network and handling a scale of card payments exceeding $50 billion, the client encountered significant hurdles in identifying cost-saving opportunities and streamlining payment processes efficiently.

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