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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 5/31/2022 2:24 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9059
Template/Type: Brandon Time
Title/Caption: Meeting with Trinity Payments
Start Date/Time: 6/6/2022 2:00 pm
End Date/Time: 6/6/2022 3:00 pm
Main Status: Active

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Notes:

Team meeting with Trinity Payment Solutions. Rich and Jenn from their team were online with us. We had Steve, Cory, Sean, Shari O., and myself on from our team. We did some small intros and jumped into the meeting. Rich from Trinity Payments was mostly talking and we were asking questions.

One of the biggest topics was dealing with chip, EMV, swipe, unattended, ecommerce, and manual keyed transactions (ways of using a merchant account). Rich was stressing the question - How are our clients taking the card? That is a huge key on how their accounts get setup. We spent quite a bit of time talking about chip (EMV card readers) and swipe technologies. There are better rates for chip as well as more protection for the actual merchant if using chip or contactless transactions.

We went over and talked about different scenarios. All new accounts will go through Jenn (our rep) on their side. Rich and I will work on the main adilas merchant account and see if we can get things switched over to them. They need a copy of our existing merchant account statement.

Jenn provided Shari O. with some good contact info. Shari O. and I logged it inside of adilas in the client logs. Good thing we use adilas to run adilas! Good meeting.