Financial Institutions
Our merchant services referral program helps your financial institution grow, both by gaining new business DDA accounts, as well as by broadening relationships with existing business banking customers. Together, we will create a program that allows your employees to be as active and involved with the merchant program as you would like. With most of our financial institution partners, we work on a referral basis, where you make the referral and we handle the merchant sales, implementation and ongoing support.

We can also work with you as an agent, where we train and support your staff, and they sell the program directly to your merchants. Another option is a combination of both of these models. We are flexible in our program design, and will tailor a partnership that meets your product and business needs.
The TRI difference:

  • Experts in the payment industry
  • Dedicated account manager to work with your institution
  • Customized referral portal and marketing materials
  • Sales status reports
  • Honest, transparent merchant fee structure
  • PCI compliance focused
  • Web-based merchant reporting
  • Branch cash advances
  • Revenue sharing with your financial institution without liability and risk

Wide product offering including: terminals, virtual terminals, POS interfaces, e-commerce, mobile apps, EMV, tokenization, end-to-end encryption and PCI compliance, all to provide the latest secure merchant technology.
With over 25 years in business, TRI gives you the edge to help make your financial institution’s merchant services program a success.


Let’s discuss how we can work together