Grow your software product offering with the CardConnect technology stack. This is an overview of Enterprise program, Bolt API & CoPilot Management Tools. Please contact me at asmith@cardconnectsolutions.com or 619.990.8133 if you have any questions. Aaron Smith

3. Reach even more customers, globally
As a company of Fiserv, CardConnect supports more than 150 currencies in 37 countries, allowing
you to expand your business across borders with ease.

4. Our move to CardConnect provided both operational
efficiencies and significant cost reduction. With 30 dealerships
in two states, our transition was seamless. They upgraded our
equipment, allowing us to process customer transactions faster
and more securely. Their hands-on training was easily
accessible and made the transition painless. Customer Service
has been excellent, and we are glad we made the switch.
Bob Rohrman Auto Group
Chicago, IL

5. Integrated Payment
Solutions Built for
Enterprise Businesses
ENTERPRISE
Seamlessly add secure payment acceptance to
any network or application.

6. Our most popular ERP
system integrations
For popular ERP systems like Oracle, SAP, Infor,
Dynamics, and Salesforce, one simple integration
is all you need to connect to our PCI-validated
payment gateway and security solutions:
ENTERPRISE

7. A payment gateway that’s
easy to connect to
Our secure CardPointe Gateway comes with a full library
of developer-friendly REST APIs for PHP,
JSON/JavaScript and Java. It’s been built with
omnichannel payment processing in mind, so you can
build your payment ecosystem however you’d like.
ENTERPRISE

8. Streamline PCI compliance management and
protect every credit card transaction.
Payments protected by
CardSecure
CardConnect elevates the level of enterprise security with an
industry leading layer of defense called CardSecure, which
protects every transaction that passes through the CardPointe
Gateway. CardSecure is a powerful combination of PCI-
Validated point-to-point encryption (P2PE) and our patented
tokenization. Together, the security solutions of CardSecure
drastically reduce the scope of PCI-DSS audits and protect data
from sophisticated cybersecurity threats.
ENTERPRISE

9. With our enterprise platform, payments can be entered across
multiple sale channels, allowing your software to create a
frictionless payment experience for your users.
Create exceptional customer
experiences with omnichannel
payment acceptance
ENTERPRISE

10. Reduce the burden of manual entry and simplify
reconciliation with CardDeposit, our automatic
reconciliation application.
Instant Reconciliation on Returns
Simply manage transactions and perform actions
like voids and refunds with CardPointe, our
payment reporting platform
Full Transaction Lifecycle Visibility
The interchange optimization of our gateway
helps lower processing rates by passing through
complete Level II/III data with transactions,
which helps you see immediate savings.
Optimized Payment Processing Rates
ENTERPRISE

11. Even more to love
Configurable with DHCP + Static IP
Developer-friendly API content
Custom branding
Instant firmware updates
Compatibility with any browser
EMV-certified acceptance

12. Point-to-Point Encryption Intelligent Tokenization
P2PE protects the sensitive
cardholder data associated with
every credit or debit card swiped at
a terminal or point-of-sale (POS)
system, throughout the full lifecycle
of each transaction.
Our tokenization solution protects
credit and debit card data both in
transit and at rest, replacing
valuable information with
irreversible tokens that are useless
to hackers.
PCI Scope Reduction
Bolt drastically reduces the time
and costs associated with
maintaining PCI compliance.
Better yet, it can reduce the SAQ to
26 questions, with the potential to
eliminate it entirely.

13. How Bolt works
Software application sends
a request via RESTful API
Once the device receives the
command, the customer is
prompted to initiate payment
The cardholder data is instantly
secured using P2PE and tokenized
via secure socket layer

14. How Bolt works
The token is then communicated
to the software
CardSecure decrypts and
tokenizes cardholder data

16. Portfolio Management
Device Order Fulfillment
Multi-Source Data Aggregation
Merchant Activation
Commission Processing
Merchant Support
CoPilot is your wingman
A powerful partner portal for easy portfolio
management, new merchant enrollment, residual
monitoring and around-the-clock support.

17. Partner ManagementData Processing
Residual/commission reporting and
calculation
Portfolio management
Sub-partner performance
Merchant Enrollment
Rapid underwriting and boarding
Automated application submission
Application status tracking
Device order fulfillment
Customer Service
Account reconciliation
Online ticketing management
View merchants’ deposits, batch
reports transactions, statements and
chargeback information
Processor residual reconciliation
Exception reporting and flexible user-
driven data mapping
Multi-source data aggregation and
standardization

18. Take the CoPilot API for a spin and integrate
CoPilot functionality – including electronic
application, submission, directly into your
environment.
CoPilot API
Create your own hosted application page for a
frictionless merchant enrollment experience
and get your clients up and running in 48
hours or less.
Hosted Application
Our merchant application process is completely
digital, making it easy to submit and tract
applications directly within CoPilot. Plus – you
can enroll merchants within minutes via direct
boarding!
Speedy Merchant Signup

19. Interchange Optimization
Interchange savings of over 17%
Effective rate savings of 54 basis points
Average ROI (Against Competitive Solutions)
Merchant Transmits Level II/III data fields
CardConnect gateway checks required fields
Missing data supplemented with Default Data
How Our Solution Works

20. The table below describes the current processor platform certifications that CardConnect has
received and that are in process.
Processor Certifications

21. The table below describes the current processor platform certifications that CardConnect has
received and that are in process.
Processor Certifications

22. CardSecure is a proprietary layer of defense for
CardPointe and Bolt that protects every credit card
transactions and prevents harmful impact of data
breaches.
Superior solutions for
secure payment processing

23. Used by US Secret Service, Office of Personnel Management, and other US Government Agencies
File Integrity Monitoring (FIM) that identifies changes to files and blocks malicious activity
Uses an AI model that prevents against zero-day attacks
Administrate and approve devices accessing your data
Extremely lightweight with no performance impact
Uses machine-learning to identify and block malware
CylancePROTECT is a machine-learning and artificial intelligence enabled malware
detection engine that stops a threat before it has embedded itself in the network.

24. Endpoint Scanning engine assesses a merchant’s internal, mobile, and processing
network.
Identifying unencrypted cardholder data (PII)
Identifies unencrypted social security numbers (SSN)
Identifying misconfigured and/or vulnerable devices
Identifies network vulnerabilities and provides remediation steps for patching

25. Endpoint Lock™ is a keystroke encryption layer that is installed on your
peripheral devices to protect your information at the point of data entry.
Foundational breach protection for a merchant’s business or a direct consumer
Identifies threats and attacks at their earliest stage
Installed on mobile an/or desktop devices

26. Aaron C. Smith
E: asmith@cardconnectsolutions.com
M: (619) 990-8133
We’ll support you every
step of the way
You can count on our dedicated team of payment
experts to provide you with the support you need
to create your business’s best payment
integration experience.