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Client Portal

Built for Effortless Card Management

Manage your card programme with ease through a single, centralised hub, giving your teams full visibility and control.

You set the vision for your card programme, we provide the tools to make it happen, easy and right. With Paymentology’s client portal, you gain full control over cardholder management, from real-time transaction monitoring to effortless product launches, helping your teams work smarter and faster

Have total clarity on your card programme

Gain unrivalled oversight and control with Paymentology’s Client Portal. Designed for banks, fintechs and businesses, it combines advanced features with an intuitive interface, enabling you to optimise every aspect of card programme management:

Real-time transaction insights

Monitor card activity and uncover actionable data.

Customised rules configuration

Set tailored transaction, account and product rules that align with your business goals.

Faster product launches

Bring innovative card products to market in record time with streamlined workflows.

Effortless query resolution

Manage disputes, chargebacks and enquiries to increase customer satisfaction.

A view built for every team member

The Client Portal equips every stakeholder with the tools needed to excel while fostering effective collaboration across teams:

Card programme managers
Monitor performance and identify opportunities for growth.
Cardholder support leads
Resolve customer issues faster with instant access to cardholder details.
Non-technical users
Build custom workflows with direct access to API documentation and a developer guide.
Operations managers
Streamline processes and eliminate bottlenecks to ensure efficiency.
Risk & compliance officers
Enforce compliance rules and monitor fraud in real-time for added security.
Finance managers
Analyse transaction data, settlements and revenue reports to inform financial strategies.

Boost operational efficiency

Give your teams the tools to work smarter, not harder. The Client Portal streamlines operations with advanced automation and real-time insights which reduce delays, resolves issues faster and drives productivity across your card programme.

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Proactive problem-solving

Address issues before they escalate with real-time dashboards and actionable insights.

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Integrated automation

Automate routine tasks to free up your teams for high-value activities and improve overall productivity.

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Effortless collaboration

Enable cross-team communication and resolve disputes or enquiries faster for improved operational flow.

Turn rules into innovation

 

Place the power of advanced rule-building directly in your hands with PayRule's intuitive GUI. Simply define the logic that matters and let us handle the complexity of transaction evaluation. Craft rules beyond simple spending limits and offer your end users complete card control.

Maintain control with a robust and varied overview of your rules programme

Tailor rules for smoother approvals, improving customer satisfaction and retention.

Write sophisticated conditions using our fluent and expressive Kotlin-based syntax.

Construct multi-layered, precise predicates with defined actions and outcomes.

Data-powered customer support

Upgrade your customer support with actionable insights and comprehensive data. Paymentology’s tools supports your teams to deliver personalised experiences at every interaction:

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Personalised service

Understand the people behind transactions to deliver tailored solutions that build loyalty.

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Hassle-free chargeback management

Resolve disputes faster with clear, detailed information at your fingertips.

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Swift query resolution

Address customer enquiries with speed and accuracy, ensuring satisfaction every step of the way.

Elevate your expertise with The Paymentology Issuer Academy

Discover Paymentology’s Issuer Academy, a comprehensive resource offering practical insights, expert guidance and actionable knowledge; from onboarding to optimising your card programmes, we support your journey toward payment innovation.

Discover more tools 

Our Client Portal is just one of the many tools we offer alongside your card programmes:

Fraud prevention
Prevent threats with advanced monitoring.
PayRules engine
Automate decision-making with rule-based configurations.
Data insights
Transform analytics into actionable strategies.
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Experience our platform first-hand

See Paymentology in action with our self-service demo. Explore the full potential of our platform and discover how it can transform your card-issuing processes.

Try the demo
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Developer portal

Dive into the technical side of Paymentology with our comprehensive developer portal. Access detailed documentation, APIs and tools to ensure straightforward integration for your card programmes.

Start sandboxing

Take control of your card operations

Empower your teams with the tools, insights, and automation they need to manage cards effortlessly. Let’s explore how Paymentology’s Client Portal can work for you.

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