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M-Analyst Presentation and Demo
Noah Fitzgerald, CPP
Noah.fitzgerald@m-analyst.net
954-646-8883
25
2
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Slide Agenda
PRESENTATION SUMMARY
START
FINISH
OVERVIEW OUR TEAM
SURVEYS CURRENT
DEMO VALUES QUESTIONS
About 1 Hour
25
3
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
The Solution
M-ANALYST
M-Analyst is an online application designed to
replace the traditional and archaic methods of
statement analysis. M-Analyst allows industry
professionals to easily compare current and
prospective payment processing services to
identify cost differences, ROI and areas of
optimization in the merchant payment
ecosystem with greater speed and accuracy,
resulting in more wins.
25
4
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
COMPANY TIMELINE
2001’
M-Analyst began as a simple spreadsheet designed to create more visibility for a merchant, as to how
switching processors would save them money. Over the years, it has evolved into a dynamic solution that
provides ease of use, functionality, and features that could never be found in a spreadsheet.
First Spreadsheet
Developed
2004’ 2007’
Graphs and
Merchant Stats
Added
2009’
Adopted by
Chase as “Value
Optimizer
2014’2012’
Support for
Interchange Plus
Pricing
Ground Up
Redesign
M-Analyst
Is Launched
25
5
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Business
Consultants
Direct
Processors
ISO’s Agents
VAR’s
Merchants
Market
WHO IS IT FOR
25
6
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Leadership
OUR TEAM
Noah Fitzgerald, CPP
Founder / CEO
20+ Years of payment
processing industry expertise
and experience.
“TALENT WINS GAMES,
BUT TEAMWORK AND INTELLIGENCE WINS CHAMPIONSHIPS ”
~ michael jordan
Tom “Fitz” Fitzgerald
Chief Technology Officer
25+ year of technology,
application and
programming expertise.
Leticia Ferraro
Director of Operations
15 Years of business
leadership and renowned
motivational speaker.
25
7
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Importance of Analysis
Merchant INFOGRAPHIC
Retention
86% of merchants do not feel
that they are getting the best
value from their current
payment provider
98% of merchants stated that they
would not select a new vendor if
they could not provide a detailed
analysis and ROI
82% of merchants state they
would have more confidence if
their processor provided
detailed statement analysis.
Change Confidence
86% 98% 82%
Results a pulled from an independent survey of 1000 merchants from various industries and varying sizes.
Merchant Survey
25
8
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Industry Professional Data
Payment Professional SURVEY
Processing Analysis
Is important
Lost business by disclosing pricing
Current tool is inaccurate
66%
91%
72%
Results a pulled from an independent survey of 100 payment professionals.
Processor Survey
25
9
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Inefficient Tools Used Today
Current PROCESS
Hand Written CALCULATION
35% of Payment Professionals are doing statement
analysis by hand with pen and paper
Home Made SPREADSHEET
65% of Payment Professionals are using either home
made or internal company spreadsheets
25
10
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Problems
Current PROCESS
Time
CONSUMING
Manually keying
data, making
changes to
spreadsheets,
manually calculating
numbers
Error
PRONE
Manual entry and
calculating is open
and prone to errors.
These errors are
hard to catch and
difficult to change.
Extensive
KNOWLEDGE
Requires extensive
understanding of
interchange to
identify areas of
potential, upsell, and
consulting.
Rate
CHANGES
As interchange and
association fees are
constantly changing
it is difficult to stay
current and make
sure accurate data is
used for analysis.
Manual analysis and
spreadsheets are
difficult for
merchants to
understand and trust
as accurate.
Merchant
CLARITY
25
11
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Lost Revenue
Current COSTS
Errors in analysis cause time
delays and worse, loss of
merchant confidence. What is the
value in eliminating errors?
ERRORS
Have you lost business by
providing a merchant a pricing
proposal that they give to a
competitor?
COMPETITION
Buyer confidence is a direct result
of the tools and services that you
provide. How much confidence do
your current tools really give a
prospect?
CONFIDENCE
Statement analysis takes a lot of
time, especially with large
merchants or multi-locations.
What is the value in reducing this
time by 50% or more?
TIME
Image of your service and
company is everything. When you
provide a merchant hand written or
generic spreadsheets, what does
that say about you?
IMAGE
Providing accurate and insightful
data to your prospects is key to
understanding their business and
providing true business consulting.
DATA
25
12
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
DEMO
www.M-Analyst.net
25
13
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
The BENEFITS
M-Analyst AGENT VALUE
Saves TIME
M-Analyst allows you to provide your merchant
prospects with a professional analysis
summary with key metrics and impactful
graphs with your company branding and
contact information.
Improve IMAGE
M-Analyst data calculations, interchange
optimization and summary output helps sales
professionals uncover areas of savings and
inefficiencies to provide true consultative
insight and impactful conversations.
Consultative DATA
M-Analyst data entry forms and process flows
reduces the time it takes to enter in statement
data, reducing analysis time by more than 50%.
Quickly make changes to your pricing to see
impacts on savings, margins, and revenue.
Eliminate ERRORS
M-Analyst provides your merchant with all
of the valuable data for expected savings
but does not disclose the pricing from
your offer. This keeps the merchant from
sending a proposal to a competitor for
price matching.
Eliminate COMPETITOR
The goal of M-Analyst is to allow you to
win more business. M-Analyst accurate
and professional summary improves your
clients confidence in your companies
ability to provide them with the services
that they need.
Improve CONFIDENCE
M-Analyst maintains all of the 700+ card
association interchange and debit network
costs so you don't have to hunt for the
most recent and accurate information.
25
14
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
The BENEFITS
M-Analyst ISO/MSP VALUE
Improve SUPPORT
M-Analyst allows you to provide your merchant
prospects with a professional analysis
summary with key metrics and impactful
graphs with your company branding and
contact information.
Improve IMAGE
M-Analyst data calculations, interchange
optimization and summary output helps sales
professionals uncover areas of savings and
inefficiencies to provide true consultative
insight and impactful conversations.
Consultative DATA
M-Analyst allows your agent managers to work
on analysis on behave of multiple sales agents
in a much more responsive fashion.
Add VALUE
As your agents complete statement
analysis you can quickly see and calculate
revenue opportunity and because there is
an analysis done you know the legitimacy
of the opportunity.
Revenue MANAGEMENT
M-Analyst is a powerful tool and resource
that you can charge your agents for. M-
Analyst will allow your agents to close
more business, adding more revenue for
everyone.
Add REVENUE
M-Analyst will give you a significant value
add to your agent and sub-agent
programs. Give your agent program a
differentiator from your competitors.
25
15
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
• Pricing Based on Monthly Users
• All Functionality Included
• Advertising Options – Target Audience
• Flat Monthly or Per Click
• White Labeling
• Send Us Your Statement ($20 per statement)
• Custom Programming
25
16
www.M-
Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net
Try it free for 30 days
FREE TRIAL
M-Analyst
855-6ASK-CPS
info@m-analyst.net
www.M-Analyst.com
Noah Fitzgerald, CPP
954-646-8883
noah.fitzgerald@m-analyst.net
M-Analyst is the tool that will allow your sales
force, agents and RM’s to increase productivity
and generate more revenue.

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M analyst webinar

  • 1. M-Analyst Presentation and Demo Noah Fitzgerald, CPP Noah.fitzgerald@m-analyst.net 954-646-8883
  • 2. 25 2 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Slide Agenda PRESENTATION SUMMARY START FINISH OVERVIEW OUR TEAM SURVEYS CURRENT DEMO VALUES QUESTIONS About 1 Hour
  • 3. 25 3 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net The Solution M-ANALYST M-Analyst is an online application designed to replace the traditional and archaic methods of statement analysis. M-Analyst allows industry professionals to easily compare current and prospective payment processing services to identify cost differences, ROI and areas of optimization in the merchant payment ecosystem with greater speed and accuracy, resulting in more wins.
  • 4. 25 4 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net COMPANY TIMELINE 2001’ M-Analyst began as a simple spreadsheet designed to create more visibility for a merchant, as to how switching processors would save them money. Over the years, it has evolved into a dynamic solution that provides ease of use, functionality, and features that could never be found in a spreadsheet. First Spreadsheet Developed 2004’ 2007’ Graphs and Merchant Stats Added 2009’ Adopted by Chase as “Value Optimizer 2014’2012’ Support for Interchange Plus Pricing Ground Up Redesign M-Analyst Is Launched
  • 5. 25 5 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Business Consultants Direct Processors ISO’s Agents VAR’s Merchants Market WHO IS IT FOR
  • 6. 25 6 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Leadership OUR TEAM Noah Fitzgerald, CPP Founder / CEO 20+ Years of payment processing industry expertise and experience. “TALENT WINS GAMES, BUT TEAMWORK AND INTELLIGENCE WINS CHAMPIONSHIPS ” ~ michael jordan Tom “Fitz” Fitzgerald Chief Technology Officer 25+ year of technology, application and programming expertise. Leticia Ferraro Director of Operations 15 Years of business leadership and renowned motivational speaker.
  • 7. 25 7 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Importance of Analysis Merchant INFOGRAPHIC Retention 86% of merchants do not feel that they are getting the best value from their current payment provider 98% of merchants stated that they would not select a new vendor if they could not provide a detailed analysis and ROI 82% of merchants state they would have more confidence if their processor provided detailed statement analysis. Change Confidence 86% 98% 82% Results a pulled from an independent survey of 1000 merchants from various industries and varying sizes. Merchant Survey
  • 8. 25 8 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Industry Professional Data Payment Professional SURVEY Processing Analysis Is important Lost business by disclosing pricing Current tool is inaccurate 66% 91% 72% Results a pulled from an independent survey of 100 payment professionals. Processor Survey
  • 9. 25 9 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Inefficient Tools Used Today Current PROCESS Hand Written CALCULATION 35% of Payment Professionals are doing statement analysis by hand with pen and paper Home Made SPREADSHEET 65% of Payment Professionals are using either home made or internal company spreadsheets
  • 10. 25 10 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Problems Current PROCESS Time CONSUMING Manually keying data, making changes to spreadsheets, manually calculating numbers Error PRONE Manual entry and calculating is open and prone to errors. These errors are hard to catch and difficult to change. Extensive KNOWLEDGE Requires extensive understanding of interchange to identify areas of potential, upsell, and consulting. Rate CHANGES As interchange and association fees are constantly changing it is difficult to stay current and make sure accurate data is used for analysis. Manual analysis and spreadsheets are difficult for merchants to understand and trust as accurate. Merchant CLARITY
  • 11. 25 11 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Lost Revenue Current COSTS Errors in analysis cause time delays and worse, loss of merchant confidence. What is the value in eliminating errors? ERRORS Have you lost business by providing a merchant a pricing proposal that they give to a competitor? COMPETITION Buyer confidence is a direct result of the tools and services that you provide. How much confidence do your current tools really give a prospect? CONFIDENCE Statement analysis takes a lot of time, especially with large merchants or multi-locations. What is the value in reducing this time by 50% or more? TIME Image of your service and company is everything. When you provide a merchant hand written or generic spreadsheets, what does that say about you? IMAGE Providing accurate and insightful data to your prospects is key to understanding their business and providing true business consulting. DATA
  • 12. 25 12 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net DEMO www.M-Analyst.net
  • 13. 25 13 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net The BENEFITS M-Analyst AGENT VALUE Saves TIME M-Analyst allows you to provide your merchant prospects with a professional analysis summary with key metrics and impactful graphs with your company branding and contact information. Improve IMAGE M-Analyst data calculations, interchange optimization and summary output helps sales professionals uncover areas of savings and inefficiencies to provide true consultative insight and impactful conversations. Consultative DATA M-Analyst data entry forms and process flows reduces the time it takes to enter in statement data, reducing analysis time by more than 50%. Quickly make changes to your pricing to see impacts on savings, margins, and revenue. Eliminate ERRORS M-Analyst provides your merchant with all of the valuable data for expected savings but does not disclose the pricing from your offer. This keeps the merchant from sending a proposal to a competitor for price matching. Eliminate COMPETITOR The goal of M-Analyst is to allow you to win more business. M-Analyst accurate and professional summary improves your clients confidence in your companies ability to provide them with the services that they need. Improve CONFIDENCE M-Analyst maintains all of the 700+ card association interchange and debit network costs so you don't have to hunt for the most recent and accurate information.
  • 14. 25 14 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net The BENEFITS M-Analyst ISO/MSP VALUE Improve SUPPORT M-Analyst allows you to provide your merchant prospects with a professional analysis summary with key metrics and impactful graphs with your company branding and contact information. Improve IMAGE M-Analyst data calculations, interchange optimization and summary output helps sales professionals uncover areas of savings and inefficiencies to provide true consultative insight and impactful conversations. Consultative DATA M-Analyst allows your agent managers to work on analysis on behave of multiple sales agents in a much more responsive fashion. Add VALUE As your agents complete statement analysis you can quickly see and calculate revenue opportunity and because there is an analysis done you know the legitimacy of the opportunity. Revenue MANAGEMENT M-Analyst is a powerful tool and resource that you can charge your agents for. M- Analyst will allow your agents to close more business, adding more revenue for everyone. Add REVENUE M-Analyst will give you a significant value add to your agent and sub-agent programs. Give your agent program a differentiator from your competitors.
  • 15. 25 15 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net • Pricing Based on Monthly Users • All Functionality Included • Advertising Options – Target Audience • Flat Monthly or Per Click • White Labeling • Send Us Your Statement ($20 per statement) • Custom Programming
  • 16. 25 16 www.M- Analyst.comPhone: 855-6ASK-CPS | Email: info@M-Analyst.net Try it free for 30 days FREE TRIAL M-Analyst 855-6ASK-CPS info@m-analyst.net www.M-Analyst.com Noah Fitzgerald, CPP 954-646-8883 noah.fitzgerald@m-analyst.net M-Analyst is the tool that will allow your sales force, agents and RM’s to increase productivity and generate more revenue.