Tailored Payment Consulting Services

BoxFi, the nation’s leading payment consultant, optimizes payment systems, eliminates unnecessary fees, and boosts profits with out expert solutions.

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Solutions Built for Financial
Professionals and Their Clients

At BoxFi, we understand that no two businesses are alike. As the trusted partner of financial professionals and business consultants, we deliver tailored payment consulting services that reduce costs, streamline operations, and increase profitability—without the hassle.

Fee Reduction Strategy Consulting

High processing fees eat away at profitability. BoxFi analyzes your clients’ payment systems to uncover hidden fees and implement strategies like dual pricing or interchange optimization to significantly reduce costs.

Key Benefits:
Eliminate or reduce credit card fees.
Implement dual pricing for more savings.
Reinvest savings into business growth.
Payment System Audit & Optimization

Our comprehensive audit identifies inefficiencies, hidden fees, and opportunities for improvement. We provide actionable insights that ensure your clients aren’t overpaying, helping them save immediately and position their business for long-term success.

Key Benefits:
Detailed audit of fees, hardware, and software.
Actionable recommendations for operational efficiency.
Immediate cost savings with minimal disruption.
Custom Payment System Design

Every business is unique. BoxFi designs payment systems tailored to meet the specific needs of your clients. Whether it’s upgrading POS systems, integrating loyalty programs, or creating custom API solutions, we build seamless payment experiences that deliver measurable results.

Key Benefits:
Tailored hardware and software recommendations.
Custom APIs and integrations.
Solutions for in-store, online, and mobile payments.
Chargeback Management & Insurance

Chargebacks are a significant challenge for businesses. BoxFi provides chargeback management consulting, helping your clients implement best practices to reduce disputes and stay protected with insurance solutions when chargebacks occur.

Key Benefits:
Reduce chargebacks and disputes.
Implement industry-leading best practices.
Access insurance to safeguard revenue.
PCI Compliance & Security Consulting

Maintaining PCI compliance is essential for protecting businesses and their customers. BoxFi ensures your clients’ payment systems are secure, compliant, and up to industry standards, helping them avoid fines and protect sensitive data.

Key Benefits:
Ensure PCI-DSS
compliance.
Protect customer data and avoid penalties.
Reduce the risk of data breaches.
POS System & Hardware Consulting

Choosing the right POS system is crucial for efficient operations. BoxFi evaluates and installs POS systems customized to your clients’ business needs, ensuring seamless integration with their payment processes, inventory systems, and customer management platforms.

Key Benefits:
Customized POS solutions for your clients.
Seamless integration with existing systems.
Support for in-store, mobile, and online transactions.
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Ready to Deliver
Results
for Your Clients?

Schedule a consultation today to see how BoxFi’s tailored solutions can help financial professionals and business consultants reduce fees, improve efficiency, and increase profitability for their clients.