Shows
Advice Evolution - Non Weekly UpdateAE Group Podcast - CEO Update #68, 20 June 2025In 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...
2025-06-2030 min
The RevOps RecruitersEP 33 | Building A World-Class Revenue OrganizationWant 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...
2025-02-2029 min
PayFAQ: The Embedded Payments PodcastEpisode 43 | How to buy Embedded Payments: Insights for software companiesIn 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.
2024-11-1916 minPayFAQ: The Embedded Payments PodcastEpisode 41 | Unleash the power of payments: Expert marketing tips for software companiesIn 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.
2024-09-1017 minPayFAQ: The Embedded Payments PodcastEpisode 36 | How to build a successful Embedded Payments strategy Part 4Andy 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.
2024-04-2316 minPayFAQ: The Embedded Payments PodcastEpisode 35 | How to build your Embedded Payments strategy Part 3A 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...
2024-04-0214 minPayFAQ: The Embedded Payments PodcastEpisode 34 | How to build a successful Embedded Payments strategy Part 2Embedded 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...
2024-03-1222 minPayFAQ: The Embedded Payments PodcastEpisode 33 | How to build a successful embedded payments strategy Part 1We’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...
2024-02-1919 minPayFAQ: The Embedded Payments PodcastEpisode 31 | The world of PayFac Part 2Are 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...
2024-01-0909 minPayFAQ: The Embedded Payments PodcastEpisode 30 | The world of PayFac Part 1The 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...
2023-12-0511 minPayFAQ: The Embedded Payments PodcastEpisode 29 | Why information security is critical to every software businessJack 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...
2023-11-1412 minPayFAQ: The Embedded Payments PodcastEpisode 27 | What software companies should understand about risk and complianceFor 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...
2023-10-0315 minPayFAQ: The Embedded Payments PodcastEpisode 26 | All About PCIPCI 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...
2023-09-1227 minPayFAQ: The Embedded Payments PodcastEpisode 25 | What happens when you experience a breachNo 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...
2023-08-2207 minPayFAQ: The Embedded Payments PodcastEpisode 24 | What to expect when implementing payment facilitation softwareWhen 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...
2023-07-3113 minPayFAQ: The Embedded Payments PodcastEpisode 23 | How payment relationship models have evolved and what it means for software companiesEmbedded 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...
2023-07-1114 min
Protect the Hustle | A SaaS PodcastPayrix’s Bob Butler on Finding Anchor PersonasCheck 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.
2022-12-1336 minPayFAQ: The Embedded Payments PodcastEpisode 18 | Creating a One-Stop-Shop for K12 Schools with Embedded PaymentsHow 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.
2022-03-2113 minPayFAQ: The Embedded Payments PodcastEpisode 17 | Payments Data: Your Company’s Most Valuable AssetIn 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.
2022-03-1018 minPayFAQ: The Embedded Payments PodcastEpisode 17 | Payments Data: Your Company’s Most Valuable AssetIn 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.
2022-03-0818 min
The BuzzWeekly Wrap looks at insights from core provider earningsIn 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...
2022-02-1809 min
Connecting the dots in FinTech... by Marcel van OostDaily Podcast Episode - February 18th, 2022This 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!
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2022-02-1805 minPayFAQ: The Embedded Payments PodcastEpisode 16 | PayFac Tips and Trends for SaaS Growth in the New YearWhere 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.
2021-12-1719 minPayFAQ: The Embedded Payments PodcastEpisode 15 | How Complementary Embedded FinTech Can Close The DealComplimentary 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.
2021-12-0819 minPayFAQ: The Embedded Payments PodcastEpisode 14 | Facilitating the Future of Field Services With Embedded PaymentsHow 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.
2021-10-2714 minPayFAQ: The Embedded Payments PodcastEpisode 13 | If You're an Australian Software Provider, You've Got OptionsIn 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.
2021-09-2713 minPayFAQ: The Embedded Payments PodcastEpisode 12 | Going Global: A Look at FinTech Down UnderIn 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.
2021-09-2710 minPayFAQ: The Embedded Payments PodcastEpisode 11 | Using PayFac Technology to Focus on What Matters Most in Childcare ManagementIn 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.
2021-09-2221 min
Leaders In PaymentsEric Frazier, CEO of Payrix | Episode 110Eric 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...
2021-08-1731 minPayFAQ: The Embedded Payments PodcastEpisode 10 | Private Equity Pep Talk: Monetizing Payments to Attract Your Next InvestmentIn 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.
2021-08-0912 minPayFAQ: The Embedded Payments PodcastEpisode 9 | You Control Your PossibilitiesIn 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.
2021-07-0613 minPayFAQ: The Embedded Payments PodcastEpisode 8 | Leveraging Payments to Fuel Growth and TransformationIn 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.
2021-06-1510 minPayFAQ: The Embedded Payments PodcastEpisode 7 | The Importance of Embedded Payments for Non-ProfitsIn 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.
2021-06-0922 minPayFAQ: The Embedded Payments PodcastEpisode 6 | It's a Journey Not a DestinationIn 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...
2021-06-0313 minPayFAQ: The Embedded Payments PodcastEpisode 5 | Ensuring Success: What You Need To Know As You Implement A New Payments SolutionIn 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.
2021-05-2508 minPayFAQ: The Embedded Payments PodcastEpisode 4 | Understanding and Managing the Risks of Moving Money Part 2In 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...
2021-04-2111 minPayFAQ: The Embedded Payments PodcastEpisode 3 | Understanding and Managing the Risks of Moving Money Part 1In 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...
2021-04-2014 minPayFAQ: The Embedded Payments PodcastEpisode 2 | Finding the Right Balance of Revenue and Costs to Maximize ROIIn 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...
2021-04-2010 minPayFAQ: The Embedded Payments PodcastEpisode 1 | How to Pick the Embedded Payments Model Your Customers Will Thank You ForIn 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...
2021-04-1913 min
PayFAQ: The Embedded Payments PodcastThe KickoffReal-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.
2021-04-0904 min
PayPod: The Payments and Fintech PodcastIntegrated Payments for SaaS Businesses with Chris Connor of Payrix: Ep 109Whether 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...
2020-06-2130 min