LiftForward Solutions

Subscription management

Subscription Management

Business, technical and operational guidance to help Lenders, Merchants and Brands successfully launch and grow B2C & B2B Embedded Finance programs.

Engage and Purchase - Subscription and Embedded Finance

Engage & Purchase

White-label connection to Partners to bundle products and services in any combination for B2C & B2B DaaS, Subscription and other Embedded Finance programs.

LiftForward matches the Operating Model (API-Only, Hosted Experience or Hybrid) to the Partner and Program based on the resources and capabilities of the Partner.

Application and Enrollment

Application & Enrollment

White-label process to allow Lenders to seamlessly connect to Merchants & Brands to approve Customers for B2C & B2B programs regardless of regional regulatory differences.

Payment & Settlement

Complete Customer transactions through online, in-store and BOPIS channels, confirm the correct product bundles are included at checkout and that all Partners are paid correctly, whether B2B or B2C.

Regardless of the payment type (virtual card, direct ACH, split payment), LiftForward ensures the transaction settlements reconcile with the Lender activity (loan, LOC, balloon payments) correctly for original purchases, renewals and upgrades.

Fulfillment & Attach

Trigger internal or external teams to deliver physical goods, attach digital goods, activate services and launch monthly payments, both B2C & B2B.

Renewal and Upgrade - Improve Customer Lifetime Value (CLV)

Renewal & Upgrade

Empower Lenders, Merchants and Brands to allow their B2C & B2B Customers to easily acquire new versions of products & services through continued monthly payments, strengthening their relationships and increasing Customer Lifetime Value.

LiftForward Analytics - Data and Reporting

Data & Analytics

Provide detailed reports for Partners to gain visibility into, and measure performance of, every stage of each transaction journey of the B2B or B2C DaaS, Subscription or other Embedded Financing program.