Bank & Referral Partnerships

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We are proven experts in our field and our time-tested results speak for themselves. We understand that the foundational element of a successful partnership is mutual trust. Trust that we will handle your client relationships with care, and trust that we will execute on business objectives with customer satisfaction and retention top of mind. At Pinnacle Payments you’ll find a leadership team with five decades of financial services, payment processing and relationship management experience, and an eager team of like-minded agents who are excited to embark on a successful journey with your organization.

Increased customer reach: Expand your company’s reach by leveraging the most comprehensive suite of merchant processing solutions and complementary products available at market.
Cost effective lead generation: Leverage our leadership team to collaboratively devise an effective, measurable cross-sale strategy for your existing portfolio, and our specialized agents to employ joint calling initiatives to acquire new business.
Enhanced credibility and client trust: Our agents’ ethical and professional conduct will instill confidence as you make customer introductions, and as we execute on business objectives, doing right by the customer will lay the foundational groundwork for each interaction.
Deeper market penetration: Identify leads and develop a joint acquisition strategy for merchant services cross-sale opportunities in your existing portfolio. Lean on us as trusted and proven experts to effectively train your staff to identify opportunities, and make joint calls to engage your current clients as we partner for mutual success.

Improved conversion rates: The payments landscape is a dynamic and quickly evolving business. Our industry expertise alleviates the burden of needing to be an expert in every product set. We hire with an eye for a specialized skillset and produce the highest conversion rates in the industry.
Increased revenue: Employ our experience in building a profitable merchant portfolio with consistently strong customer satisfaction scores for the benefit of your organization. We excel in this space: allow us to work for you, doing what we do best.
Reduced attrition: Benefit from a leadership team that has achieved one of the lowest merchant portfolio attrition rates in the industry. In every interaction we strive to be the premier provider of payment processing products, and our end goal is our clients’ lifetime business.

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Bank & Referral Partnerships

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Middle Market & B2B

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Bank & Referral Partnerships