EZ PAY has earned a strong position in the RTO space by understanding that its success is closely tied to the success of the dealers it serves.
That dealer-first approach is a big part of what made the partnership with CAL such a natural fit.
EZ PAY already had the financing platform and infrastructure in place. The opportunity was to make accessing it easier from the tools dealers were already using to make the sale.
For dealers working in IdeaRoom, designing and pricing the building was happening in one environment while the RTO transaction required another step. Connecting those two parts of the process could make financing feel less like a separate task and more like a natural continuation of the sale.
CAL became the bridge between them.
By connecting IdeaRoom and EZ PAY, dealers gained a more direct path from configuring the building to initiating the RTO transaction. Just as importantly, the partnership has continued to evolve as EZ PAY’s dealer needs have evolved.
In EZ PAY’s words:
“CAL Can Help’s partnership with EZ PAY has been and continues to be a critical partnership. Their ability to connect our dealer partners to EZ PAY through Idea Room software has been invaluable to our growth. CAL Can Help’s responsiveness and flexibility to EZ PAY’s partner needs has also been a major factor in propelling the continued success of this partnership forward.”
That last part means a lot to us. A good integration isn’t just about connecting two pieces of software. It’s about continuing to respond when the businesses and people using that connection need something different.
We’re proud that EZ PAY sees CAL as that kind of partner, and proud to help make the relationship between EZ PAY and its dealers a little easier along the way.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
The Chalenge
Following a period of rapid growth through acquisition, Paysafe were looking to achieve enterprise-wide operational efficiencies and alignment. In order to do this, they chose to focus firstly on their customer services, merchant operations, risk and compliance functions.
Paysafe’s fast-paced expansion had resulted in a lack of process consistency & standardisation across their acquired brands. The numerous manual and non-transparent processes at play were something Paysafe were keen to address.
Additionally, in the face of increasing industry regulation and compliance requirements, Paysafe were eager to stay ahead of the curve in responding to these changes, whilst also maintaining the relentless customer focus and agility that is at the core of their DNA.
What did
Tecnologia do
Paysafe & Tecnologia’s shared appreciation for the power of combining scale and global reach with flexibility and agility made our partnership an obvious choice. Tecnologia have been working with Paysafe since November 2020 in 2 key workstreams: Automation Delivery and Mobile Chatbot Migration, supporting the Paysafe Automation365 team specialising in Cognitive and Robotic Automation.
Automation Delivery – Tecnologia are working with the Paysafe Automation365 team to identify, design, build, test and deploy automated solutions using UiPath Automation Software. Thus far Tecnologia have delivered 28 Automations across 3 core business functions: Merchant Services, Consumer Services and Risk.
Mobile ChatBot Migration – Tecnologia led the migration of chatbots from a web browser platform to mobile platforms (Android and iOS). In addition to this, Tecnologia has implemented an intermediate communication layer to enable a seamless handoff between chatbot and live agent providers to win and support new deals.
The Results
- 30+ processes delivered
- Over 30,000 hrs delivered back to the business
- 100% SOX compliance in Settlement process automation
- >95% success rate of bot case completion
- SDK delivered for native platforms, enabling Virtual & Live agent communications across multiple mobile platforms
