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Slide 1: Our qualificati Ons tO serve the right solution
Slide 2: CONTAC T FirsT AmeriCAN PAymeNT sysTems John Newton, manager of isO sales 100 Throckmorton street, suite 1800 Fort Worth, TX 76102 P: 817-317-2964 F: 817-317-9108 john.newton@first-american.net
Slide 3: TAble OF CONT eNTs Confidence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 A Different Kind of Processor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 senior management Team First American's resource Assignment Approach security and stability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 set up Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 settlement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 1 service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 sales & marketing support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 exhibit A: reporting samples . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 exhibit b: marketing samples . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 4: CONFiDeNCe 1 First American Payment systems The right solution For your business DeP e N D A b i l iT y First American is renowned for our expertise, commitment, reliability, credibility and ethical business practices. since 1990, hundreds of strategic Partners and more than 100,000 merchants throughout the united states have put their confidence in First American Payment systems. As an industry leader with over $10 billion in Visa and masterCard processing in 2007, First American is ranked as one of the top merchant acquirers in the united states and is one of the only merchant acquirers in the industry to truly own and operate all of our core products and services. ...Dependability, Commitment, service and Products ser V i Ce First American is dedicated to providing you with the reliable service that you deserve. Quality service is a top priority for First American, and you can rest assured that your merchants will receive the highest level of service and support in the industry. PrOD uC Ts Allow your merchants to choose from a variety of in-house products to meet the specific needs of their business. First American is one of the only acquirers in the processing industry to truly own and operate all of our core products and services including credit/debit/ebT card processing, check verification, e-commerce solutions, gift cards, POs equipment leasing, online merchant reports, ACh payment, ATm sales and placements, proprietary terminals, and government/enterprise e-payments. We know that it’s not always possible, or advisable, to do it all ourselves so we have also formed strategic partnerships for additional products such as merchant cash advance, touch screen POs, wireless solutions, equipment from hypercom, Verifone, WAy systems, 4Access, ViVOtech and more. C O m m i Tm e N T First American provides you the service and support your business needs to grow. When you partner with First American, you will gain access to a highly trained, experienced Client relations Consultant who will start you down the path to a prosperous relationship. your Consultant will provide you with ongoing training, sales tactics, pricing analysis, customized reporting and the tools you need to help your business succeed. Our strategic Partnerships are always developed with you in mind. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 5: OVerVieW 2 Who We Are and What We Do First American Payment systems currently services in excess of 100,000 merchants nationwide, and processes billions of dollars in volume each year. in 2007, First American processed in excess of $10 billion in Visa and masterCard and 138 million transactions, and is currently on track to exceed that number in 2008. First American began business as a small credit card acquirer in Palm springs, California in 1990. it later relocated to Fort Worth, Texas in 1993 employing five associates. since then, First American has grown by developing its own, in-house products and gradually adding more services to its product line. early products included secur-Chex®, our check guarantee program, and merimac Capital® equipment leasing. PiN-based debit card processing was added in 1998, and our e-commerce payment gateway, online reporting, and enhanced electronic secur-Chex program was added early in the new millennium. First American continues to grow and add new products such as gift cards, ACh, and ebT processing to benefit its partners and eliminate the need for third party providers. First American has broadened its offering with numerous acquisitions over the years, allowing us to expand into new markets and generate new business. The number of employees First American currently has is in excess of 1,300 W-2 employees. The subsidiary companies of First American include: • Certified Payment Processing - 669 employees • elliot management group - 297 employees • goemerchant - 27 employees • govolution - 26 employees — most of First American's merchants are acquired from isOs, telemarketing and direct sales. mostly small to medium sized merchants. Offers credit card authorization, payment processing, check guarantee, debit card processing, leasing, ATm processing, internet gateway solutions and electronic check conversion. merchants in all 50 states. 2007 average monthly volume per merchant: $8,350. merchant count as of Dec 2007: 80,500. 2007 average monthly transactions: 8,460,000. First American Payment Systems — merchants acquired from telemarketing and direct sales. mostly small to medium sized merchants. This is an attritting portfolio. All new business is added under First American. Offers credit card authorization, payment processing, check guarantee, debit card processing, leasing, ATm processing, internet gateway solutions and electronic check conversion. merchants in all 50 states. 2007 average monthly volume per merchant: $4,300. merchant count as of Dec 2007: 8,300. Average monthly transactions: 874,000. Approximately $43 million of volume per month. Certified Payment Processing — Caters to small to medium sized merchants. Their portfolio also includes some larger, middle market retailers, which often have multiple locations. emg offers credit card authorization, payment processing, check guarantee, debit card processing, leasing, ATm processing, internet gateway solutions and electronic check conversion. emg has 24 offices in 14 states, primarily in the western part of the country. Average/anticipated monthly "swiping", "keying" or internet volume for credit card transactions: 2007 average monthly volume per merchant: $16,500. merchant count as of Dec 2007: 17,000. 2007 average monthly transactions: 2,435,000. Eliot Management Group (EMG) GoEmerchant — merchant base includes online companies, merchants with internet sales and brick-and-mortar businesses. 2007 average monthly volume per merchant: $3,700. merchant count as of Dec 2007: 4,200. They offer credit card processing services including e-commerce functionality and internet gateway solutions targeting e-commerce merchants nationwide. goemerchant processed approximately $15 million of volume per month in 2007. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 6: A DiFFereNT KiND OF PrOCessOr 3 Our Approach is unique First American Payment systems is not your typical processor. We process for financial institutions throughout the country, providing a partnership that offers a complete end-to-end solution for merchant services. Our extensive product line is developed and implemented in-house, which consolidates your client’s business needs under your name and service. First American utilizes its own proprietary front-end and back-end systems to process the majority of transactions, and we have additional access to thirdparty front-end systems with Chase Paymentech, global, 5/3, buypass, and Tsys. Additionally, First American employs its own 24-hour Call Center that provides customer service 7 days a week, 365 days a year. Consider the following when comparing First American Payment systems to our competitors: • First American houses its own in-house Call Center in Fort Worth, Texas. Our Call Center is staffed with knowledgeable First American employees and managed to ensure the highest quality service. statistics prove that our Call Center currently obtains a 24-second hold time and the majority of inquiries are solved with one-call resolutions. • First American has a complete suite of in-house electronic payment products. We provide your commercial clients with all forms of electronic payments, from beginning to end, without involving a third-party. • We offer competitive pricing for all POs equipment, as well as our own custom units designed specifically for First American merchants. refurbished terminals are available for as low as $140 (Omni 3730le), and new terminals are priced as low as $205 (hypercom T4210). Our custom units are designed with special feature buttons to order supplies, contact a First American representative, or request a call from Customer service. • utilizing our own proprietary front-end and back-end processing platforms allows First American to offer lower pricing and personal service to our merchants. • Our govolution product enables First American to process for government entities, tax offices, and any institution that requires the implementation of a convenience fee. • First American provides access to five front-end networks while still retaining the service and support calls to ensure stable service and continuous transaction flow. • The structure of our revenue share Program bank program offers higher percentage payouts to our partners with lower costs. Our extensive product line is developed and implemented in-house • Credit/debit/ebT card processing • Check processing and verification • e-commerce solutions • gift cards • POs equipment leasing • Online reporting • ACh payment • ATm sales and placements • Proprietary terminals • government/utility/enterprise e-payments • in-house terminal deployment • remote capture deposit (release date beginning Q1) • in-house virtual terminal and gateway • PiN-debit processing and cash advance processing (for financial institutions only) F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 7: A DiFFereNT KiND OF PrOCessOr 4 First American’s sales, marketing and Product Development personnel have numerous contacts within the industry and participate in industry-related professional and networking organizations. Our Operations personnel have high-level contacts with all major networks and processors, and continuously maintain regular communications regarding trends in the industry. First American provides ongoing personal service and assistance that your organization deserves when entering a partnership. A Client relations Consultant is assigned to your account to assist in the management of your portfolio. The goal of our Client relations Consultants is to proactively support and drive our sales partners to maximize sales volume and revenue production. Our associates assist with marketing development, portfolio analysis, training, information disbursement, and proposal preparations. Jason Putnam, Director of Client relations, heads the department and he and his team have nearly 40 years of combined industry experience. First American continuously analyzes industry trends, and requests feedback from its sales agents, merchants, bank partners, processors, and other partner relationships to determine direct trends in the marketplace. based on the feedback we receive, our team determines the best solutions to exceed our clients’ needs. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 8: eXPerieNCe 5 Our seNiOr mANAgemeNT T e Am First American’s senior management Team has a combined industry experience of over 71 years. Neil l. rANDel Chairman & CeO DebrA A. brADFOrD President & CFO hOWArD W. herNDON eVP & general Counsel riCK riZeNbergs eVP sales & marketing miKe lAWreNCe eVP & CiO briAN DOrChesTer sVP of Operations KeViN JONes VP of sales & marketing rhODA sTeWArD Director of sales F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 9: eXPerieNCe 6 Neil l. rANDel Chairman & Chief Executive Officer P: 817-317-9130 F: 972-428-5252 neil.randel@first-american.net hOWArD W. herNDON Executive Vice President & General Counsel P: 817-317-9153 F: 972-428-5252 howard.herndon@first-american.net Neil l. randel has been in the industry for 22 years, beginning his career as a merchant level sales representative. in 1987 Neil founded National merchant services, a Texas based isO. in 1990, he founded FirstNet Corporation, which provided credit card processing utilizing a nationwide sales force. Neil purchased 50% of First American in 1993 and became President and Chief executive Officer in 1998. his current position as Chairman and Chief executive Officer of the board and is responsible for overseeing all sales, operations, marketing, investments, and overall company direction. howard W. herndon has 20 years experience in general corporate, securities and m&A matters involving the payments industry. he has represented many leading payments companies including PmT services, iPayment, link2gov (now metavante), and Network 1 Financial (now sage Payment solutions). howard joined First American in 2004 as the legal counsel. DebrA A. brADFOrD President & Chief Financial Officer P: 817-317-9140 F: 972-428-5252 debra.bradford@first-american.net miKe lAWreNCe Executive Vice President & Chief Information Officer P: 817-317-7244 F: 972-428-5252 mike.lawrence@first-american.net Debra A. bradford has also been in the industry for 22 years. Debra came to First American in 2001 as senior Vice President and Chief Financial Officer. Previously, she maintained a 15 year career with iPs Card solutions, a division of First Data Corporation. Debra's responsibilities entail overseeing all financial data for First American, and guiding the companies’ direction in sales initiatives. mike lawrence joined First American in 2006 and is responsible for the strategic direction and vision of information Technology initiatives across First American's multiple business channels. mike was new to the processing industry with two years accrued. he has worked in a number of different business segments, most recently working at ACe Cash express where he served as Vice President of retail store systems. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 10: eXPerieNCe 7 riCK riZeNbergs Executive Vice President Sales & Marketing P: 817-317-9149 F: 972-428-5252 rick.rizenbergs@first-american.net KeViN JONes Vice President of Sales & Marketing P: 817-317-9167 F: 972-428-5252 kevin.jones@first-american.net rick rizenbergs began his career with First American in 2007. he is focused on setting and directing a strategic path for First American's diverse sales channels, and responsible for managing all of the subsidiary sales channels of First American. rick has over 20 years experience in sales management. most recently he served as Vice President of sales for North America at siemens medical solutions, where he was responsible for managing multiple distribution and sales channels. Kevin Jones joined First American in 2007 and has 8 years of industry experience. Prior to working at First American, Kevin built the Financial institutions program at Chase Paymentech, where he worked for seven years. Kevin is responsible for developing and ultimately achieving all sales initiatives within the strategic Partner Channel including isO offices, financial institution offices, association offices, non-traditional referral partners and internal sales. he is additionally responsible for overseeing the Client relations team and all marketing efforts. Prior to the payments industry, Kevin held many positions within different banks in North Carolina, most recently as a regional manager for Central Carolina bank. briAN DOrChesTer Senior Vice President of Operations P: 817-317-9124 F: 972-428-5252 brian.dorchester@first-american.net brian Dorchester currently serves as the senior Vice President of Operations and oversees the risk management, Operations, Compliance, Quality Assurance, Deployment, system brian implementation, and Customer service departments. joined First American Payment systems in 2001 after working at First Data Corporation for 13 years, and Comdata Financial services as the Director of Operations. brian possesses over 20 years of industry experience, with expertise in management and operations. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 11: eXPerieNCe 8 JOhN NeWTON Manager of ISO Sales P: 817-317-2964 F: 817-317-9108 john.newton@first-american.net FirsT AmeriCAN's resOurCe APPrOACh in addition to our senior management team, John Newton will be instrumental in working with your business. As needed, we can draw upon an extensive team of technical and industry specialists to provide additional value and insight. John Newton has over seven years of industry experience, all of which have been working towards establishing, maintaining, and developing core relationships. John comes to First American from Chase Paymentech where he was instrumental in developing referral partnerships. his role with First American is to establish isO and Agent partnerships across the united states, along with continuing to enhance our current product offerings and services. First American's goal is to match our team’s industry experience and qualifications with your needs, expectations and objectives — and to keep them dedicated to your success. Throughout our business partnership, we will periodically add new staff to our organization. in an effort to maintain relationships and knowledge levels, we are committed to providing a continuity of personnel from year to year so that your associates will be interacting with the same First American associates. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 12: seCuriT y & sTAbiliT y 9 Keeping everything safe and secure • First American's primary back-up and redundant systems are housed in a data center located in Fort Worth, Texas. Critical infrastructure components including power, air conditioning, internet and specific partner data communication circuits are provisioned with redundancy. • in the event that normal processing of critical systems could not be performed within the recovery window identified for each system, the Disaster recovery Plan will activate and the recovery of critical systems will initiate at First American’s co-location data processing facility in Virginia. • • All production systems are backed up to disk and tape media regularly to protect data in the event of a system outage. Tape media is stored in a secure off-site facility. • many critical systems are hosted on hardware platforms using clustering technology to provide resiliency in the event of hardware failures. • First American’s business continuity and Disaster recovery Program is currently in progress of completion. A test of the restoration of critical systems is planned for Q4 2008. Critical systems will recover in a priority sequence, with the first systems becoming operational within 24 hours following the beginning of a processing interruption. For many years, First American has had representation on the PCI Security Standards Council and we are currently in the process of renewing our membership. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 13: seT uP PrOCess 10 The entire Account set-up process is completed within 24 to 48 hours after the application is received. if the application is received by 12:00 noon (CsT), the application qualifies for sameday setup. Applications received after 12:00 noon (CsT) will roll over to the following day for completion. Our process is as follows: 1. After the application is faxed to the New Application Processing Team (NAP), it is keyed into the merchant system (this process takes up to 1 hour). 2. After the application is keyed into the system, you can view the application online as it moves through the approval process on our Daily Dashboard. 3. Once the packet is complete, the application is then forwarded to Credit for approval (NAP Approved). if the application is missing information, it will not be ‘NAP Approved’, and a log note is entered and the application is forwarded back to credit. The NAP Processor must sign off on the account before the next step may occur. 4. if the application is pended by NAP or by Credit, it is forwarded to the Application Care Team (ACT). Once ACT approves the account, the application is forwarded to the File build Team. 5. A file is then built specifically for this application, then forwarded to Quality Assurance (QA). if the File build Team finds any discrepancies, the application is sent back to ACT. 6. The night shift QA team reviews the file build front-end settings and ensures that it is correct, and then organizes the system implementation process. New merchant Kits and Deployment tickets are ordered. however, if anything is incorrect the application goes back to ACT. 7. The day shift QA team sends the application to imaging after all pertinent information is verified. 8. The original application is then sent to a bonded warehouse. The FlOW OF A FirsT AmeriCAN APP merchant & rep fill out and sign the application Applications are logged into a spreadsheet, equally assigned to NAP Processors then keyed into our merchant system. The application is forwarded to Credit for approval. if the application is not NAP approved, the file is pended. A log note is entered and the application is forwarded to credit. NAP processor will not sign off on the account. Applications that are pended by NAP and/or Credit get forwarded to the ACT department. Once ACT approves, they forward the application to File build. File is sent to QA for verification. if complete, QA will check the “QA Complete” box in the merchant system which will create si/Deployment tickets. if incomplete, QA will re-pend and forward to ACT for resolution. QA sends the app to Imaging where it is scanned into Fortis. Applications that are both NAP & Credit approved get forwarded to the File Build department. if File build finds a discrepancy, they will re-pend the application and forward it to ACT. The original application then goes to our storage facility. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 14: seT TlemeNT 1 1 First American’s settlement platform cycles daily, creating a daily ACh payment to merchants for Visa/masterCard and Discover transactions (except Discover retained merchants). The ACh file is transmitted daily to Keybank, who then sends it to the Federal reserve at the close of each day excluding saturday. unfortunately, the funding schedule is non-negotiable. Our settlement platform allows merchants to use up to six DDA’s to capture various components of the settlement ACh. For example, deposits can be directed to a different DDA than the account from which fees are withdrawn. The ACh is created at the settlement total level, therefore, card brands cannot be directed to different DDA’s. FuNDs AVAilAbiliTy ChArT mONDAy mO1 TuesDAy mO2 mO3 mO4 Tu1 Tu2 Tu3 Tu4 We1 We2 We3 We4 Th1 Th2 Th3 Th4 Fr1 Fr2 sA1 Fr3 Fr4 sA2 sA3 sA4 su1 sA5 su2 su3 su4 1 = bATCh ClOseD 2 = PrOCess 3 = ACh 4 = Frb POsT 5 = merChANT POsT WeDNesDAy mO5 ThursDAy FriDAy sATurDAy suNDAy mONDAy TuesDAy Tu5 We5 Th5 Fr5 su5 • • • • • • • merchant closes batch monday ............................................................ACh File to FeD by 2 Am Wednesday merchant closes batch Tuesday .............................................................ACh File to FeD by 2 Am Thursday merchant closes batch Wednesday ......................................................ACh File to FeD by 2 Am Friday merchant closes batch Thursday ...........................................................ACh File to FeD by 2 Am saturday merchant closes batch Friday ................................................................ACh File to FeD by 2 Am monday merchant closes batch saturday ...........................................................ACh File to FeD by 2 Am monday merchant closes batch sunday ..............................................................ACh File to FeD by 2 Am Tuesday F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 15: serViCe 12 Quality service you Can Trust First American houses and employs its own Customer service Center. An automated phone greeting allows the caller to select what type of assistance they need, then routes the call to the first available Customer service or Technical support representative. All Customer service and Technical support representatives are required to attend training and receive certification prior to answering any phone calls. in order to provide the most efficient service, First American uses a pool of representatives to support our customers. in some situations, we may assign one of our supervisors as a central point of contact for escalated issues. We can also provide support via email. The Customer service personnel are responsible for both Customer service and Technical support inquiries. if a level i or level ii representative is unable to solve a technical issue, it typically escalates to a Team lead, then to a supervisor or manager, and finally to our Product Development group. Our Product Development group works closely with equipment manufacturers when a resolution cannot be reached in-house. if a customer requests to speak with a supervisor on a non-technical issue, we make every effort to immediately transfer the call directly to a supervisor. unresolved supervisor calls are escalated to a manager, and then to the Director of Customer service. Our on-call representatives typically provide suggestions or feedback to questions from our customers. and explain how to avoid it. in the case of downgrades, we would research the cause of the downgrade We also house a separate Customers may contact Customer service as often as needed on our toll-free number. Our center operates 24 hours a day, 7 days a week, and 365 days a year. Chargeback department that handles calls regarding retrievals and chargebacks. We provide certain types of education, such as fraud notices, on the monthly merchant statement. Over 20% of our staff is bilingual, speaking both english and spanish. All Customer service representatives have access to a translator for virtually any language translation. This service is provided to our customers at no additional charge. Our partners have a separate support line to the Agent support team, who works directly with Customer service to resolve any issues. you have the option to call into Customer service and ask to speak to a Team lead or supervisor, depending on the issue. in some cases, we may assign a supervisor or Customer service representative as the main contact for escalated issues. We are willing to work with each customer to ensure we have an escalation process in place that benefits all parties involved. Once a call is answered by a First American representative, to gain access to the account the merchant must provide their merchant number, name of business, address, phone number, and name of the caller. if the merchant number is unknown, a search is conducted using the business name, contact name, tax identification number, social security number, or business phone number. if the caller is requesting sensitive information, such as transaction information, the Customer service representative verifies the Tax iD number or social security Number listed on the account before providing any information. year to date, the average wait time is 25 seconds to reach a Customer service representative. Our abandonment rate is 3 percent and the average call time is six minutes, 21 seconds. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 16: rePOrTiNg 13 reporting at your Fingertips First American offers the convenience of FirstView online reporting to the merchant for a small fee paid monthly per account. it is optional to raise this charge to generate additional income. you can view your reporting online via the Daily Dashboard at no additional charge, and serves as your source for up-to-theminute information and sales tools. The Daily Dashboard allows you to view and track new applications, equipment/lease orders, maintenance requests, and retention statuses. Different tabs and reports are used to help navigate and provide easy accessibility through the Dashboard: • • The Portfolio Data tab allows you to obtain information specifically about your merchants. The New App status report shows all activities pertaining to boarding a new merchant account. in general, the new merchant application status shows on the New App status report for 7 days. • The equipment status report displays notes pertaining to equipment leased through merimac Capital for 30 days after submittal. • The maintenance status report contains notes pertaining to the maintenance of an existing merchant for 30 days. This includes items such as address changes, DDA changes, card adds (after initial activation), equipment adds and more. • The retention status report displays notes generated from merchant calls to obtain contract information or to close their account. • The merchant inactivity report allows you to design a query on merchants that have not sent transactions for a defined period of time (e.g. shows all merchants in the portfolio that have not processed for the last 7, 30 or 90 days). samples of these reports can be found in exhibit A on page 15. sales rep Number merchant Office group sales Office • • • • • The Daily Dashboard features a tab for the Administration of Profile information and user management, which allows all levels to maintain their own profile information and administer an assistant. The residual report is under the Portfolio Data tab allowing the download of residual reports. The link is only visible to owners and their assistants (if permission is granted). The New merchant App summary report resides under the Portfolio Data tab and displays a consolidated view of merchant boarding status by data range. This report allows all levels to view a running count of the merchant boarding deals by status (e.g. pended, approved, and activated). messaging capability is available for email and sms/Text messaging. it allows users of all levels to be alerted on merchant retention status notes. The residual reports are structured to display the following: F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 17: sAles & mArKeTiNg suPPOrT 14 support you Can Count On First American utilizes several departments to provide direct assistance to our partners. Our Client relations Consultants act as a liaison between you and First American. Our consultants provide training, assistance, and answer any questions that may arise. Additionally, First American houses its own marketing department to fill any marketing requests for the company and its partners. Our marketing team develops, designs and implements all of our marketing materials including direct mail pieces, brochures, flyers, letters, press releases, print and web advertising, newsletters, mass emails, posters, etc. Our team can fill virtually any request as long as we have the resources and a reasonable amount of production time is permitted. There is no cost for our time, work, or design; however we do pass on the printing and production costs to our partner. Our team can also customize any existing marketing materials or create customized pieces specifically for your office. samples of our marketing collateral can be found in exhibit b on page 21. F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 18: eXhibiT A 15 APPliCATiON sTATus rePOrT eQuiPmeNT sTATus rePOrT F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 19: eXhibiT A 16 mAiNT eNANCe sTATus rePOrT re T eNTiON sTATus rePOrT F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 20: eXhibiT A 17 merChANT iNACTiViT y rePOrT merChANT APP summAry rePOrT F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 21: eXhibiT A 18 resiDuAl rePOrT my PrOFile F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 22: eXhibiT A 19 ChANge PAssWOrD user mANAgemeNT F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 23: eXhibiT A 20 Cre AT e AssisTANT F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s
Slide 24: eXhibiT b 21 m A r K e T i N g C O l l AT e r A l sA mP l e s F i r s T A m e r i C A N P Ay m e N T s y s T e m s — T h e r i g h T s O l u T i O N F O r y O u r b u s i N e s s