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Advice Evolution - Non Weekly Update
AE Group Podcast - CEO Update #68, 20 June 2025
In this episode, David covers a range of important updates and reminders for all advisors and team members, including:Contribution cap checks – A timely reminder as we approach EOFY: to carefully monitor client contribution caps to avoid breaches and potential regulatory issues.Cowell Clarke portal for reporting (soon to be implemented) –introduction to the use of the portal for reporting complaints and self-reporting breaches to support streamlined compliance processesOngoing fee arrangement templates – Advisors to review and begin implementing the new templates to ensure compliance with current requirements.FSG to WDI transi...
2025-06-20
30 min
PayFAQ: The Embedded Payments Podcast
Episode 52 | Strategies for retaining customers on your software
Customer retention is a critical focus for platforms. Ian Hillis sat down with Andrea Kando, Chief Payments and Strategy Officer at TouchBistro, a leading restaurant management software provider, to explore how software companies can keep their customers engaged and satisfied. With years of experience in payments and strategy, Andrea provides a comprehensive perspective on the challenges and opportunities of user retention for software platforms.
2025-06-03
13 min
PayFAQ: The Embedded Payments Podcast
Episode 51 | A look at how fraudsters are using AI to perpetuate payments fraud
Fraud in the payments industry is evolving rapidly, and AI is playing a significant role in shaping its future. In a recent episode of PayFAQ: The Embedded Payments podcast, host Ian Hillis sat down with Gary Pontecorvo, Senior Director for Financial Fraud Investigations, Operations and Intelligence at Worldpay, and Brian Rust, Deputy Chief Information Security Officer at Worldpay. Their conversation provided a deep dive into how fraudsters are using AI to refine their tactics and what businesses, particularly software platforms engaged in payments, can do to protect themselves.
2025-05-13
18 min
PayFAQ: The Embedded Payments Podcast
Episode 50 | Uncovering the mysteries of surcharging
Ian Hillis and Yael Barak, former Vice President of Product Management at Worldpay delve into the topic of surcharging—an increasingly important issue for small and medium-sized businesses (SMBs) dealing with rising payment acceptance costs on PayFAQ: The Embedded Payments podcast. Disclaimer: Surcharging is a highly regulated industry just like card processing. Worldpay is constantly communicating with and monitoring new requirements in this industry. To understand more about what applies to your business and how to stay compliant, please speak directly with your partner manager.
2025-04-22
11 min
PayFAQ: The Embedded Payments Podcast
Episode 49 | Are software-led payments a launchpad for platform growth?
Expanding a platform beyond a single solution is a challenge many software companies face. In this episode of PayFAQ: The Embedded Payments podcast, Ian Hillis speaks with Andrew Bouley, VP of Growth at Caterease, about how his company navigated this obstacle while embedding payments into their core platform. Andrew shares the strategies they leveraged to launch themselves into hypergrowth.
2025-04-09
16 min
PayFAQ: The Embedded Payments Podcast
Episode 48 | Breaking down tokenization strategy for software companies
Tokenization has been around for over two decades, but its role in payments is more critical than ever. As software companies look to integrate payments, understanding tokenization is essential for security, compliance, and long-term strategy. In this episode of PayFAQ: The Embedded Payments podcast, Montana Ross, Head of Product for Integrated Payments and Payment Facilitation at Worldpay, shared insights into why tokenization matters and how software companies should approach it.
2025-02-25
12 min
The RevOps Recruiters
EP 33 | Building A World-Class Revenue Organization
Want to build a revenue engine that fuels explosive growth and cultivates a customer-centric culture? Join us as we talk with Adam Tesan, CRO at Payrix, a seasoned revenue leader with extensive experience guiding companies through periods of rapid growth. Adam shares his insights on building a robust revenue organization, aligning sales, marketing, and customer success, and creating a go-to-market strategy that fuels expansion. He explores the challenges of managing rapid change, the importance of a customer-centric approach, and the critical role of strategic alignment. Tune in for a conversation filled with actionable insights for re...
2025-02-20
29 min
PayFAQ: The Embedded Payments Podcast
Episode 47 | What is PCI attestation of compliance (AoC)? Key answers for platforms
For software platforms handling payments, achieving PCI compliance is a critical step toward ensuring security and building trust with customers. Navigating the complexities of a PCI, including an attestation of compliance (or AoC) can feel overwhelming to say the least. In this episode of PayFAQ: The Embedded Payments podcast, Ian Hillis sat down with Adam “Sully” Perella, Technical Director at Schellman, a leading provider of IT attestation and compliance services, to break down the essentials of PCI compliance and how platforms can prepare for an AoC.
2025-02-18
19 min
PayFAQ: The Embedded Payments Podcast
Episode 46 | Software-led payments: What’s on the horizon for platforms in 2025?
In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. With decades of experience in payments, Matt provided invaluable insights on emerging trends, regulatory changes, and the future of Embedded Finance.
2025-01-28
21 min
PayFAQ: The Embedded Payments Podcast
Episode 45 | Merchant onboarding 101: Insights for software payments success
Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers.
2025-01-10
13 min
PayFAQ: The Embedded Payments Podcast
Episode 44 | Embedded Payments in 2024: A year in review for platforms
The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. In a compelling discussion on PayFAQ: The Embedded Payments podcast, Ian Hillis hosted payments veterans Ella Aguirre and Michael Veatch to reflect on the past year. The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape.
2024-12-18
17 min
PayFAQ: The Embedded Payments Podcast
Episode 43 | How to buy Embedded Payments: Insights for software companies
In the latest episode of PayFAQ: The Embedded Payments Podcast, Ian Hillis speaks with Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms, about one of the most important decisions software companies face today: choosing the right payments partner. With over 25 years of experience in the payments industry, Brad shares valuable insights into how vertical software platforms can benefit from Embedded Payments and what to consider when selecting a payments provider.
2024-11-19
16 min
PayFAQ: The Embedded Payments Podcast
Episode 42 | PCI explained: Why every platform should prioritize compliance
As businesses continue to embed payment solutions into their software platforms, ensuring compliance with PCI DSS (Payment Card Industry Data Security Standards) is more important than ever. Candice offers valuable insights into why PCI compliance is critical and how software companies can navigate this complex landscape. Learn more about PCI in Episode 26 | All about PCI.
2024-10-01
15 min
PayFAQ: The Embedded Payments Podcast
Episode 41 | Unleash the power of payments: Expert marketing tips for software companies
In this episode of PayFAQ: The Embedded Payments podcast, Brittany Clark, SVP and Head of Marketing at Payrix and Worldpay for Platforms shared her insights on how software companies can effectively market embedded payments with Ian Hillis. With over 15 years of experience in B2B and B2C marketing, Brittany brought a wealth of knowledge to the conversation, highlighting the significance of customer-centric strategies and the unique opportunities and challenges of promoting Embedded Payment solutions today.
2024-09-10
17 min
PayFAQ: The Embedded Payments Podcast
Episode 40 | Revolutionizing software: The impact of Embedded Finance and lending
Renn Salo of Inktavo shares her experience and insights on Embedded Payments and lending, including working capital programs on the PayFAQ podcast.
2024-07-23
12 min
PayFAQ: The Embedded Payments Podcast
Episode 39 | Embedded Finance and what it means for vertical software
Embedded Finance is more than just a buzzword; it represents a fundamental shift in how financial services are delivered and consumed today.Ian Hillis, Head of Growth at Worldpay for Platforms, discusses this new term and what the opportunity may await software providers on our latest episode of PayFAQ: The Embedded Payments podcast.
2024-06-24
14 min
PayFAQ: The Embedded Payments Podcast
Episode 38 | Inside the mind of a merchant: Embedded Payments and software
Leah Asdell joins the podcast to answer the question, “what do merchants want from their software providers?” and discuss the Merchant Insider report.
2024-05-30
17 min
PayFAQ: The Embedded Payments Podcast
Episode 37 | Generating growth: Insights from a former software company CRO
Adam Tesan, Chief Revenue Officer at Worldpay for Platforms, joins PayFAQ: The Embedded Payments podcast to explore the intersection of software growth and Embedded Payments.
2024-05-14
17 min
PayFAQ: The Embedded Payments Podcast
Episode 36 | How to build a successful Embedded Payments strategy Part 4
Andy Meadows, the Head of Partner Success at Payrix joins host Ian Hillis to continue their conversation about building a successful Embedded Payments strategy. As the last episode of a four-part series on the topic, Andy and Ian tackle how software companies can minimize attrition and why it’s important to the payments conversation.
2024-04-23
16 min
PayFAQ: The Embedded Payments Podcast
Episode 35 | How to build your Embedded Payments strategy Part 3
A comprehensive Embedded Payments strategy isn’t complete without value added services. But, as a software platform, what value added services should you be considering? And when should you start thinking about these solutions and infusing them into your payment ecosystem and experience?On this episode of the PayFAQ: Embedded Payments podcast we delve into just that.In our continued conversation with Andy Meadows, the Head of Partner Success Managment at Payrix, about how to build an Embedded Payments strategy, we explore the significance of value added services. Andy shares his experience and sheds light on...
2024-04-02
14 min
PayFAQ: The Embedded Payments Podcast
Episode 34 | How to build a successful Embedded Payments strategy Part 2
Embedded Payments have become a popular initiative among vertical specific software companies looking to deliver a more seamless customer experience, introduce new revenue into the business, and stay competitive in today’s digital world.Purchasing a solution is the easy part. Things can get prickly for software companies when it comes to building and executing a tactical plan of action for embedding payments. But where to begin? We knew just the person to talk to — Andy Meadows, Head of Partner Success at Payrix.With over two decades of payments experience, Andy has worked in several sale...
2024-03-12
22 min
PayFAQ: The Embedded Payments Podcast
Episode 33 | How to build a successful embedded payments strategy Part 1
We’ve seen it far too often. Software companies embark on their embedded payments journey only to discover they’ve underestimated the complexity that’s involved and struggle to launch. If you’re thinking about Embedded Payments for your platform, make time to listen to this episode of the PayFAQ Embedded Payments podcast. Our new host Ian Hillis is kicking off a multi-part series, exploring all the important details you should be thinking about before you get to far down the road. To start the series, Ian and his guest Andy Meadows, Head of Partner...
2024-02-19
19 min
PayFAQ: The Embedded Payments Podcast
Episode 32 | 2024 Embedded Payments outlook
What can software companies expect in 2024 when it comes to embedded payments? This episode of the PayFAQ Embedded Payments podcast, featuring our host Bob Butler and special guest Ian Hillis, senior vice president of growth at Worldpay for Platforms, offers some surprising insights as well as news about the future of our podcast itself!The conversation starts with what Hillis describes as a “bit of a hot take.” As the software used by SMBs has become more and more vertical, he says what’s been most transformative in the industry of embedded payments in recent years is not th...
2024-01-26
23 min
PayFAQ: The Embedded Payments Podcast
Episode 31 | The world of PayFac Part 2
Are you curious about the world of PayFac® developers? You’ve come to the right place. With the acquisition of Payrix, Worldpay for Platforms is now the one-stop payments shop for software companies wherever they are on their payments journey.In this episode of the PayFAQ Embedded Payments podcast, host Bob Butler talks with Jennifer Pinnick, Senior Operations Manager at FIS, to continue an exploration into the exciting world of PayFac. (This isthe second part of a two-part discussion. Click here if you missed the first part, featuring Richard Drake, also from FIS.)The opportunity for...
2024-01-09
09 min
PayFAQ: The Embedded Payments Podcast
Episode 30 | The world of PayFac Part 1
The world of payment facilitation is an exciting place for software companies who want to become PayFac® developers. In this first part of a two-part conversation on the PayFAQ Embedded Payments podcast, Richard Drake, Senior Strategic Partner Manager at FIS, along with host Bob Butler, provide a look inside “PayFac land” and how Worldpay for Platforms has become the one-stop shop for software companies wherever they are on their payments journey.“We've been offering the payment facilitator model since 2010, but we never had the ability between referral and full-blown payment facilitator. And we now have that with the Pay...
2023-12-05
11 min
PayFAQ: The Embedded Payments Podcast
Episode 29 | Why information security is critical to every software business
Jack Tsigankov, Payrix Information Security Director, really knows how to put things in perspective when it comes to data and information security.As our guest on this episode of the PayFAQ Embedded Payments podcast, he tells host Bob Butler that cyber threats and attacks are constantly happening across merchants and the financial industry. In 2022 alone, there were around 1,800 publicly reported data breaches, a 40% increase from 2021 and at an all-time high average cost of over $4,000,000.“Data and information security are not just important, but absolutely critical for our partners in the payments industry,” he says. Staying vigi...
2023-11-14
12 min
PayFAQ: The Embedded Payments Podcast
Episode 28 | How to create your software company's payments roadmap
It’s easy to feel like a kid in a candy store when considering Embedded Payments for your software business. Before you know it, the enticing numbers, models, and spreadsheets can have you taking on more than you can chew. The smart move is to take your time and be very thoughtful about your payments roadmap, according Greg Hatcher, Head of Payments at iClassPro and this week’s guest on the PayFAQ Embedded Payments podcast. Listen in as he tells our host Bob Butler about iClassPro’s journey to becoming a PayFac®, from what drove their dec...
2023-10-23
12 min
PayFAQ: The Embedded Payments Podcast
Episode 27 | What software companies should understand about risk and compliance
For expert advice on understanding risk and compliance through a PayFac-as-a-Service (PFaaS) model, you can’t go wrong with Billi Jo Wright, Chief Risk and Compliance Officer at Payrix and our special guest on this episode of the PayFAQ Embedded Payments podcast with host Bob Butler.Billi Jo is a returning guest to the podcast, this time offering valuable insights on important risk and security questions to ask when thinking about PayFac-as-a-Service, and best practices for protecting cardholder information.She says choosing a PFaaS partner that gives you the flexibility to create the customer experience yo...
2023-10-03
15 min
PayFAQ: The Embedded Payments Podcast
Episode 26 | All About PCI
PCI compliance is universal. Whether you’re doing business in Australia, where we find ourselves in this episode, or anywhere else in the world, protecting your data, your customers’ data, and their customers’ data is essential for making Embedded Payments a success.Despite the importance of the Payment Card Industry Data Security Standard (PCI DSS), it’s often a confusing topic for many businesses. So our host Bob Butler recently sat down with our expert down under, Zac Lutton, Head of Fraud and Risk for Payrix Australia, to help dispel some of the misconceptions and answer some common q...
2023-09-12
27 min
PayFAQ: The Embedded Payments Podcast
Episode 25 | What happens when you experience a breach
No software company wants to experience a security breach. But they can happen in today’s digital world. That’s why managing risk goes hand-in-hand with having Embedded Payments as part of your software platform In this episode of PayFAQ: The Embedded Payments Podcast, Jessica Kirkpatrick, Senior Director of Risk, Fraud, and Underwriting at Payrix shares how software companies can detect security comprises early, contain breaches if they occur, and help prevent them from happening in the first place. Jessica draws from 18 years of experience in the payments industry, including 17 years in risk operations at PayPal...
2023-08-22
07 min
PayFAQ: The Embedded Payments Podcast
Episode 24 | What to expect when implementing payment facilitation software
When it comes to the success of embedding payments into any platform, implementation is key! And here to talk to us about this is Payrix Director of Implementation, Rachel Henin. Why is implementation such a driver for success? Because not every company will be a plug and play solution. Each software company will have their own specific tech stack, and each is coming to the table with a different experience in mind for not only themselves, but their end user as well. And according to Rachel, this is one of the things that really makes Pa...
2023-07-31
13 min
PayFAQ: The Embedded Payments Podcast
Episode 23 | How payment relationship models have evolved and what it means for software companies
Embedded Payments have come a long way since the mid 2000s, but we’re still in the early innings. More exciting is what’s ahead and the fantastic opportunities that await software companies who focus on driving profitability as well as customer satisfaction. Those who do have the potential to become a category leader, according to Matt Downs, Worldpay for Platforms President. Matt recently sat down with Bob Butler, host of Payrix’s PayFAQ Embedded Payments podcast, to dig into the evolution of Embedded Payments and what the future holds. Matt’s an all-star on the subjec...
2023-07-11
14 min
PayFAQ: The Embedded Payments Podcast
Episode 22 | What embedded payment relationship options are available to software companies?
When it comes to relationships, even payments can be complicated. That’s why it’s crucial that SaaS providers carefully consider which embedded payments relationship is right for them. To help break it down, we enlisted the expertise of Worldpay’s Head of Partner Success, David Barker and Worldpay for Platforms Vice President of Business Development, Brad Pinneke. On this episode of PayFAQ: The Embedded Payments Podcast with host Bob Butler, Dave and Brad discussed the three dominant models that can facilitate and grow the SaaS embedded payments relationship: the referral model, the...
2023-06-13
11 min
PayFAQ: The Embedded Payments Podcast
Episode 21 | How to pick an Embedded Payments model
Without a doubt, embedded payments are an attractive proposition for SaaS companies looking to monetize and scale quickly. However, long-term success hinges largely on how you go about it. There’s more than one way to integrate payments into your platform, and choosing the right one depends on where you are on your payments journey.
2023-05-23
16 min
PayFAQ: The Embedded Payments Podcast
Episode 20 | Embedded Finance: How Software Companies Are Rising Above the Competition
It’s no secret that software led payments are taking our digital ecosystem by storm. It’s a buzzword that’s in just about every conversation regarding payments, payfacs and how to optimize the fintech space. But what about embedded finance as a SaaS offering? Worldpay Vice President of Merchant Strategy, Samuel Callen is back on PayFAQ: The Embedded Payments Podcast to follow up on our last episode — and joining him and Host, Bob Butler, is Worldpay Senior Director of Merchant Strategy and Platform GTM, Eric Lerch.
2023-02-08
16 min
Protect the Hustle | A SaaS Podcast
Payrix’s Bob Butler on Finding Anchor Personas
Check out the detailed field guide hereTopics discussed in this episode:01:57 - Why some fintech is really “tech fin”11:00 - Reducing the time and friction to execute19:00 - The "Buy now, Pay later" space23:56 - The anchor tenant persona30:11 - How to find anchor tenantsThis is a Paddle production—the first media network dedicated entirely to the SaaS and subscription space.
2022-12-13
36 min
PayFAQ: The Embedded Payments Podcast
Episode 19 | How Platforms are Delivering on Innovation with Software-led Payments
It’s no secret that software-led payments are taking our digital ecosystem by storm. It’s a buzzword that’s in just about every conversation regarding payments, payfacs, and how to optimize the fintech space. In this episode, Worldpay Vice President of Merchant Strategy, Samuel Cullen joins Bob Butler, Host of PayFAQ: The Embedded Payments Podcast to talk all about what’s creating all that buzz.
2022-11-15
19 min
PayFAQ: The Embedded Payments Podcast
Episode 18 | Creating a One-Stop-Shop for K12 Schools with Embedded Payments
How does Infinite Campus leverage the Payrix solution? David Van Meter, Chief Product Officer of Infinite Campus joined Host, Bob Butler to discuss the key advantages of Payrix. In this episode of PayFAQ: The Embedded Payments Podcast, Bob and David discuss speed of boarding, customer experience, flexibility and ability to whitelabel.
2022-03-21
13 min
PayFAQ: The Embedded Payments Podcast
Episode 17 | Payments Data: Your Company’s Most Valuable Asset
In this episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler speaks with Zac Lutton, Head of Risk for Payrix in Australia about protecting your payment data and what to be mindful of if you are wanting to process payments in the Australian market.
2022-03-10
18 min
PayFAQ: The Embedded Payments Podcast
Episode 17 | Payments Data: Your Company’s Most Valuable Asset
In this episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler speaks with Zac Lutton, Head of Risk for Payrix in Australia about protecting your payment data and what to be mindful of if you are wanting to process payments in the Australian market.
2022-03-08
18 min
The Buzz
Weekly Wrap looks at insights from core provider earnings
In this Weekly Wrap episode of “The Buzz” podcast, the Bank Automation News team dives into the latest round of core provider earnings along with a look at a new acquisition for workflow automation vendor Nintex. Temenos and FIS released their Q4 2021 earnings this week, revealing tech revenue growth and new expansion efforts. Temenos touted its U.S. expansion, mentioning partnerships with banking fintech Green Dot and $37 billion Commerce Bank, while FIS announced its acquisition of embedded finance fintech Payrix. Workflow automation vendor Nintex announced its acquisition of robotic process automation (RPA) vendor Kryon, leveraging Kryon...
2022-02-18
09 min
Connecting the dots in FinTech... by Marcel van Oost
Daily Podcast Episode - February 18th, 2022
This podcast episode is sponsored by PayRetailers. PayRetailers is focused on making the complex simple, through one direct API, one technology platform, and one contract. Offering a complete payments infrastructure currently available for global enterprise merchants to operate in LATAM. Start today! 👉 Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below: 💫 News Highlight: J.P. Morgan said it has become the first lender to arrive in the metaverse, having opened a lounge in Decentraland, a virtual world based on blockchain technology. ⚡ Just in Zand, th...
2022-02-18
05 min
PayFAQ: The Embedded Payments Podcast
Episode 16 | PayFac Tips and Trends for SaaS Growth in the New Year
Where is the embedded payments space heading in the next few years? Eric Frazier, CEO of Payrix, has some predictions. Host, Bob Butler, spoke to Eric about his payments background, the value Payrix provided SaaS companies and the future of embedded payments and global payment facilitation.
2021-12-17
19 min
PayFAQ: The Embedded Payments Podcast
Episode 15 | How Complementary Embedded FinTech Can Close The Deal
Complimentary fintech product offerings, like lending, is a continuation of the evolution and growth of embedded financial services and an opportunity for additional revenue and value-added solutions to elevate your platform.Host, Bob Butler discusses this and more with Lendflow Founder and CEO, Jon Fry on this episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix.
2021-12-08
19 min
PayFAQ: The Embedded Payments Podcast
Episode 14 | Facilitating the Future of Field Services With Embedded Payments
How would you like to be the driving force behind giving your customers the one thing they can never get enough of? In this episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Ryan Oakes, VP of Payments of FieldRoutes, about how payments integration has benefited the company and their customers.
2021-10-27
14 min
PayFAQ: The Embedded Payments Podcast
Episode 12 | Going Global: A Look at FinTech Down Under
In this the twelfth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews John De Stefan (JD), the Managing Director for Payrix in Australia about the booming Australian payfac and integrated payments marketplace.
2021-09-27
10 min
PayFAQ: The Embedded Payments Podcast
Episode 13 | If You're an Australian Software Provider, You've Got Options
In the thirteenth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Tony Braden, Head of Product and Enterprise Solutions for Payrix in Australia about software payments in Australia. The three key points Tony mentions when going global are a single point of integration, local presence so that there is someone in-country that knows the nuances of payments and finally they should be looking for their payment’s provider to be a true partner.
2021-09-27
13 min
PayFAQ: The Embedded Payments Podcast
Episode 11 | Using PayFac Technology to Focus on What Matters Most in Childcare Management
In the eleventh episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Scott Wayman, Founder and CEO of Kangarootime about using payfac technology to focus on what matters most in childcare management.
2021-09-22
21 min
Leaders In Payments
Eric Frazier, CEO of Payrix | Episode 110
Eric Frazier, the CEO of Payrix is our special guest this week on episode 110 of the Leaders in Payments podcast. Eric is a Columbus Ohio native, a hard-core Buckeye fan, a golf fanatic and has been in the payments industry for 20 years. He’s worked for large companies as well as founded or co-founder 5 companies. He’s passionate about building a company cultures that innovates and ideates. Payrix is a 110-person payment facilitation company that is focused on helping vertically focused software platforms drive more revenue and reduce friction for their end customers. They will be del...
2021-08-17
31 min
PayFAQ: The Embedded Payments Podcast
Episode 10 | Private Equity Pep Talk: Monetizing Payments to Attract Your Next Investment
In the tenth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Demi Horvat, VP of Growth at Serent Capital about their views of integrated payments in the vertical SaaS space. Serent Capital is a middle market private equity firm that invests primarily in vertically focused, bootstrapped technology and software businesses typically with ARR between $5M and $100M. They’re uniquely focused on business building. As VP of Growth, Demi and her team work very closely with our portfolio companies to drive initiatives like sales, marksting org building and payments.
2021-08-09
12 min
PayFAQ: The Embedded Payments Podcast
Episode 9 | You Control Your Possibilities
In this the ninth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Jorge Lozano, VP of Underwriting and Lloyd Fernandez, VP of Product at Payrix, about all of the decisions a software company must make when embedding or integrating payments.
2021-07-06
13 min
PayFAQ: The Embedded Payments Podcast
Episode 8 | Leveraging Payments to Fuel Growth and Transformation
In this the eighth episode of the PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Ed Mastrangelo, VP of Business Development at Payrix, about leveraging payments to fuel your growth and transformation with a focus on payment economics.
2021-06-15
10 min
PayFAQ: The Embedded Payments Podcast
Episode 7 | The Importance of Embedded Payments for Non-Profits
In this the seventh episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Misty Novich, the VP of Payment Solutions at Neon One, about the importance of payments in the non-profit space. Misty has been in payments for over 20 years and has worked for both small and large merchants. Neon One is a software management company for non-profit organizations that offers several different resources including donor management, program management and operations. Neon One currently services 35,000 social good organizations in the United States.
2021-06-09
22 min
PayFAQ: The Embedded Payments Podcast
Episode 6 | It's a Journey Not a Destination
In the sixth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, host Bob Butler interviews Jason Key, Head of Global Solutions at Payrix, about the payments journey that a software company typically undertakes when they’ve decided to integrate or embed payments.According to Jason, Payrix is the all in one solution for integrating payments by living inside the platform and allowing companies to minimize friction and improve stickiness to enhance the overall customer experience. He discusses how Payrix takes a consultative approach by diving into what the software company is already doing to...
2021-06-03
13 min
PayFAQ: The Embedded Payments Podcast
Episode 5 | Ensuring Success: What You Need To Know As You Implement A New Payments Solution
In the fifth episode of PayFAQ: The Embedded Payments Podcast brought to you by Payrix, our host Bob Butler interviews Chris Connor, the Chief Client Service Officer at Payrix, about what software providers need to know to ensure success when they're embedding payments.
2021-05-25
08 min
PayFAQ: The Embedded Payments Podcast
Episode 4 | Understanding and Managing the Risks of Moving Money Part 2
In the fourth episode of PayFAQ: The Embedded Payments Podcast, brought to you by Payrix, host Bob Butler interviews Billi Jo Wright, the Chief Risk and Compliance Officer of Payrix. This conversation is the second part of a two-part series on understanding and managing the risk of moving money.Billi Jo Wright has been in payments for over 25 years. She first spent 10 years on the issuing side and moved over to the acquiring side of the business with stops at Worldpay, MerchantE and Elavon over the past 15 years. In the market, there’s this perception tha...
2021-04-21
11 min
PayFAQ: The Embedded Payments Podcast
Episode 3 | Understanding and Managing the Risks of Moving Money Part 1
In the third episode of PayFAQ: The Embedded Payments Podcast, brought to you Payrix, host Bob Butler interviews Billi Jo Wright, the Chief Risk and Compliance Officer of Payrix. This is part one of a two-part series on understanding and managing the risk of moving money.Billi Jo Wright has been in payments for over 25 years. She first spent 10 years on the issuing side and moved over to the acquiring side of the business with stops at Worldpay, MerchantE and Elavon over the past 15 years. It is good business for software companies to monetize payments a...
2021-04-20
14 min
PayFAQ: The Embedded Payments Podcast
Episode 2 | Finding the Right Balance of Revenue and Costs to Maximize ROI
In the second episode of PayFAQ: The Embedded Payments Podcast, brought to you Payrix, host Bob Butler interviews Benny Silberstein, the co-founder and Chief Strategy Officer of Payrix. The discussion focuses on the ROI of embedded for software companies. Benny was introduced to payments about the time the first iPhone was launched – and early on, he questioned why technology in the payments industry seemed so outdated. He started out in the traditional ISO space, but after realizing it was a continuous “race to the bottom,” he transitioned to a embedded payments strategy for software businesses, which eventually led to...
2021-04-20
10 min
PayFAQ: The Embedded Payments Podcast
Episode 1 | How to Pick the Embedded Payments Model Your Customers Will Thank You For
In the first episode of PayFAQ: The Embedded Payments Podcast, brought to you Payrix, host Bob Butler sits down with Eric Frazier, the Chief Executive Officer of Payrix. Eric’s background includes a long history of starting and operating payments companies. Eric discusses in detail the three different business models in the vertical SaaS space – referral, payment facilitator (payfac) and payment facilitation as a service. 1. Referral ModelAccording to Eric, “with the referral model, payments integrated into the sales or go-to-market and the traditional merchant acquirer does all the heavy lifting and makes most of...
2021-04-19
13 min
PayFAQ: The Embedded Payments Podcast
The Kickoff
Real-world advice and inspiration on how to navigate the embedded payments journey — and win. Hosted by Robert (Bob) Butler, Chief Commercial Officer at Payrix. Learn about the latest trends in embedded payments from industry experts, Payrix customers, and leaders on the Payrix team. They’ll share their real-world insights on payment facilitation best practices, use cases, along with the possibilities of greater monetization and higher valuations that embedded payments can unleash. You’ll have everything you need to find the embedded payments solution that’s right for you — and take your vertical software company to new heights.
2021-04-09
04 min
PayPod: The Payments and Fintech Podcast
Integrated Payments for SaaS Businesses with Chris Connor of Payrix: Ep 109
Whether you’re in the world of payments as an ISO or merchant services provider, or you’re running a technology business (such as a SaaS (software as a service) business)….. Integrated payments can be the key to tremendous growth. But what does integrated payments really mean, and HOW can it be leveraged in such a way? Helping explore this is our guest Christopher Connor, Chief Client Officer for Payrix, a leader in FinTech payments technology for software platforms and digital marketplaces. Chris has experienced all sides of the relationship that exists between paymen...
2020-06-21
30 min