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Customer Story

altaFlow Powers Secure, Automated Workflows for Pioneermerchant

How a leading payment gateway provider uses altaFlow's no-code platform to accelerate merchant onboarding and enhance compliance.

 

PROJECT
A fast, secure, and automated system for merchant application forms and data sharing agreements.
WHAT WE DID
No-code workflow automation, eSignature, automated data routing, and real-time auditing.
CLIENT
Pioneermerchant
pioneermerchant.com

The Challenge: The High Cost of Manual Merchant Onboarding

For a payment gateway provider like Pioneermerchant, speed and security are everything. Their manual process for collecting merchant application forms and data sharing agreements was a major bottleneck. It created delays for new clients, introduced the risk of legal and compliance errors, and required significant administrative effort. How could they transform this critical, document-heavy process into a fast, secure, and fully automated workflow that inspires trust from day one?

The Solution: A Document-First Automation Engine

What if your most critical agreements could manage their own workflow? altaFlow provided Pioneermerchant with a single, no-code automation platform that thinks in documents. We enabled them to orchestrate a seamless, secure, and entirely automated workflow for onboarding new merchants.

By implementing altaFlow, Pioneermerchant was able to:

  • Accelerate Data Collection: Digitize the entire process, allowing new merchants to securely complete forms, e-sign agreements, and even make payments within a single, unified workflow that takes just minutes.
  • Automate Data Routing: Use no-code Bots to instantly and automatically route the collected data to the correct internal systems the moment a form is completed, eliminating manual data transfer and ensuring perfect accuracy.
  • Enhance Compliance and Security: Leverage a detailed, real-time Audit Trail to track every step of the signing process. This provides complete visibility and a tamper-proof record, mitigating legal risks and ensuring full compliance.

The Results: Speed, Security, and Seamless Automation

With altaFlow, Pioneermerchant has turned its onboarding process from a potential liability into a competitive advantage. The new workflow is not only faster and more secure but also provides a superior experience for their clients. By eliminating delays and manual errors, Pioneermerchant can now onboard new merchants with unparalleled speed and confidence, all while maintaining the highest standards of security and compliance.
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Optimize Your Document Workflows with altaFlow

Ready to transform your document-heavy processes into models of efficiency and security? Discover how altaFlow’s no-code platform, built to think in documents, can help you reduce manual work, enhance compliance, and deliver measurable impact in under 90 days.

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