Thank you for completing the Worldpay Marketing Assessment!
Based on your responses, we've provided a customized report with helpful links and downloadable resources to help your financial institution raise the bar. Your customized report has been emailed to you and provided below. Work with your Principal Partnership Manager to execute on any new marketing opportunities.
Take the Worldpay Marketing Assessment
Take the Worldpay Marketing Assessment
Answer 10 quick questions to get an instant, customized report. You will receive immediate access to helpful links and downloadable resources to help your financial institution raise the bar.
- Co-branded collateral
- Compelling digital marketing materials
- Tools to help tap into your customer base
- Access to bank staff training and coaching materials
Fill out the form below to begin your assessment.
Let's do this ➡1 of 10
Do your customers see marketing for Merchant Services when walking into your branches?
Yes No
2 of 10
Do you promote our Merchant Services program on your website?
Yes No
3 of 10
Do you actively promote Merchant Services within your online business banking and/or treasury management systems (i.e., online banking apps or banking portals)?
Yes No
4 of 10
Does your bank have a social media presence?
Yes No
5 of 10
Do you have a proactive, targeted strategy to reach existing business customers that are not yet processing with Worldpay?
Yes No
6 of 10
Do your employees understand the importance of Merchant Services to your financial institution?
Yes No
7 of 10
Are your employees well-trained and coached on uncovering the need for Merchant Services to your new or existing business prospects?
Yes No
8 of 10
Do your employees have the Merchant Services sales tools they need?
Yes No
9 of 10
Are you aware of the support we provide to merchants, which includes tips on growing their business, a small-business networking community, merchant newsletters, and more?
Yes No
10 of 10
Would you like access to Worldpay marketing resources, which includes Worldpay Partner Portal, Forum newsletter, Marketing Matters webinar series, and more?
Yes No
IN-BRANCH STRATEGY
Making it easy for business customers to know that you offer merchant services could be as easy as having a brochure on display or including a hand-out in your new business banking welcome strategies.
Optimize your in-branch strategy with Worldpay recommendations and resources found here: Worldpay: How to Build and In-Branch Presence
IN-BRANCH STRATEGY
Good job on executing one of the most basic marketing best practices by ensuring business customers walking into your branches are aware of your merchant services offering! Continue to promote merchant services in-branch by keeping collateral up-to-date and in-stock. Check in with your Partnership Manager to ensure you have the most up-to-date collateral available through Worldpay. View the collateral catalog now.
DIGITAL PRESENCE STRATEGY
Keeping up with the latest trends and strategies for digital marketing can seem overwhelming. But with the Worldpay, you get access to simple and effective recommendations to ensure business customers and prospects are aware of your merchant services program while online.
Expand your digital footprint with Worldpay recommendations and resources found here: Worldpay: How to Build a Digital Presence
DIGITAL PRESENCE STRATEGY
Nice going! You clearly see the importance of having Merchant Services promoted on your website for current and prospective customers. Did you know that Worldpay offers website copy recommendations for our partners to use when building out their Merchant Services page? Worldpay also provides web banners, social media content recommendations, and infographics for quick and easy download from the Worldpay Partner Portal. Visit Worldpay Partner Portal today!
DIGITAL PRESENCE STRATEGY
Keeping up with the latest trends and strategies for digital marketing can seem overwhelming. But with the Worldpay, you get access to simple and effective recommendations to ensure business customers and prospects are aware of your merchant services program while online
Expand your digitial footprint with Worldpay recommendations and resources found here: Worldpay: How to Build a Digital Presence
DIGITAL PRESENCE STRATEGY
Well done! The online banking site and app is often times forgotten about when promoting merchant services. As you know though, it is a great location to generate awareness of your Merchant Service program among your existing customer base. With Worldpay, you can access content recommendations and download web banners from the Worldpay Partner Portal to help rotate your messages and keep them fresh. Visit Worldpay Partner Portal today!
DIGITAL PRESENCE STRATEGY
Keeping up with the latest trends and strategies for digital marketing can seem overwhelming. But with Worldpay, you get access to simple and effective recommendations to ensure business customers and prospects are aware of your merchant services program while online
Expand your digitial footprint with Worldpay recommendations and resources found here: Worldpay: How to Build a Digital Presence
DIGITAL PRESENCE STRATEGY
Congratulations on having a social media presence! Social media can be a powerful marketing tool to leverage and help to reach more of your target audience. As your partner, Worldpay provides ongoing and relevant social media messages that are updated monthly and posted to the Worldpay Partner Portal for easy download. Visit Worldpay Partner Portal today!
EXISTING CUSTOMER BASE STRATEGY
Your existing business customer base should be a core target group for promoting Merchant Services. Merchant Service users generate on average four times the profit for banks as non-users*. And, for business customers that have multiple products (including Merchant Services), they are generally more loyal to their financial institutions and less likely to allow a competing payment processor create a wedge in their overall relationship.
Enhance your exisiting customer base strategy with one or more of the following Worldpay resources. You will need to login to Worldpay Partner Portal to access.
* Source: Oliver Wyman 2014 Survey of Small Business Finances
EXISTING CUSTOMER BASE STRATEGY
Way to go! It is great that you understand the value of your existing business customer base. Merchant Service users generate on average four times the profit for banks as non-users*. And, for business customers that have multiple products (including Merchant Services), they are generally more loyal to their financial institution and less likely to allow a competing payment processor to create a wedge in your overall bank relationship.
Enhance your exisiting customer base strategy with one or more of the following Worldpay resources. You will need to login to Worldpay Partner Portal to access.
* Source: Oliver Wyman 2014 Survey of Small Business Finances
BANK REFERRAL TRAINING PROGRAM
Educating and empowering your branch employees of the value of Merchant Services can be very powerful. And, if the education and direction is being delivered to the staff directly by senior management, it can have a huge impact on overall program performance. With the Worldpay Bank Referral Training program, all branch employees can be trained and coached to turn every merchant interaction into an opportunity to uncover and meet the merchant’s payment processing needs. When investing in employees, you have the opportunity to see an increase in branch participation, an increase in number of quality referrals, and ultimately an increase in net new revenue.
Learn more about the Worldpay Bank Referral Training and how to participate. You will need to login to Worldpay Partner Portal to access.
BANK REFERRAL TRAINING PROGRAM
Kudos to you for educating your bank staff on Merchant Services! Oftentimes we find bankers do not have a good grasp for how important the Merchant Services product is to the bank and to their business customers. When they are educated and empowered by the value it brings, they are more capable of turning merchant interactions into opportunities to meet payment proccessing needs. When investing in employees, you have the opportunity to see an increase in branch participation, an increase in number of quality referrals, and ultimately an increase in net new revenue.
Continue providing this powerful benefit to your bankers with the Worldpay Bank Referral Training. You will need to login to Worldpay Partner Portal to access.
BANK STAFF SALES TOOLS
Providing your teams with the right tools that provide real answers to questions merchant prospects and customers have can be influential in both the sales and service cycle. Worldpay provides its partners and sales teams with the right tools needed to transition a prospect from the start of the conversation to closing the deal to launching the product and then the ongoing service.
Leverage the Worldpay sales tools available today with your staff:
BANK STAFF SALES TOOLS
That’s really great news to hear that your bank staff has the sales tools they need! Providing your bank staff with the right tools that provide real answers to questions merchant prospects and customers have can be influential in both the sales and service cycle. Worldpay provides tools needed to transition a prospect from the start of the conversation to closing the deal to launching the product and then the ongoing service.
Leverage the Worldpay sales tools available today with your staff:
FINANCIAL INSTITUTION PARTNER TOOLS
We are really sorry to learn that you do not want access to all the great marketing resources available as part of the Worldpay partner program. If you change your mind and want to focus on growth and opportunty, our resources can help! Visit the Worldpay Partner Portal to gain access to the Forum newsletter, downloadable web banners and content, Marketing Matters webinar series, and much more.
FINANCIAL INSTITUTION PARTNER TOOLS
We are so happy to hear that you would like access to Worldpay marketing resources! The Worldpay Partner Portal is a one-stop shop for our partners to access the Forum newsletter, downloadable web banners and content, Marketing Matters webinar series, and much more.
Review the FI Partner Tools available to you to be sure you are aware of this valuable resource.