ISO Platform Engineering

Stop Being a Cookie-Cutter ISO

PPD Technology helps ISOs build proprietary software, custom CRM systems, AI-powered tools, and vertical-specific payment platforms — so you compete like a real fintech company, not a generic reseller.

Trusted by ISOs processing $500M+ annually
Your ISO Command Center
Active Merchants 2,847 24%
Monthly Volume $48.2M 31%
Active Agents 186 12%
Portfolio Growth
AI Insights
14 merchants ready to upsell
3 agents need follow-up
Gym vertical +42% this month
The Problem

Most ISOs Still Look the Same

Same terminals. Same processors. Same story. The ISOs winning today are the ones building proprietary technology — and leaving generic resellers behind.

Generic ISO
  • Resells the same terminals as everyone
  • Depends on iPOS, Valor, Pax for software
  • No proprietary technology or brand
  • Recruits agents as the only growth lever
  • Can't target or win specific verticals
  • Merchants see no difference from competitors
VS
Future-Ready ISO
  • Owns custom vertical software platforms
  • Runs a proprietary CRM for the entire org
  • AI-powered insights, routing, and automation
  • Generates direct merchant demand via software
  • Dominates verticals with tailored solutions
  • Looks like a real fintech company
What We Build

Three Pillars of Your Platform

We don't just consult — we engineer and deliver production-ready platforms that make your ISO a software company.

01

Custom Vertical Software

Purpose-built SaaS platforms for the industries you target — repair shops, gyms, restaurants, salons, retail, medical, and more. Your merchants get software they can't find anywhere else, bundled with payments.

RepairHub Pro
Open Tickets24
Revenue Today$3,420
iPhone 15 Screen — In Progress
MacBook Battery — Awaiting Parts
Samsung S24 — Diagnostics
03

Websites & Merchant Acquisition

Custom-designed websites and landing pages so your ISO can market directly to merchants — build inbound demand instead of only relying on agents chasing leads.

YourBrand.com
Leads / Mo240
Conv Rate8.4%
Landing page live — Restaurant
SEO funnel — Retail
New campaign — Salons
Platform Demos

See What We Can Build for You

Interactive previews of the custom platforms, dashboards, and AI tools PPD Technology builds for ISOs. This could be your software.

RepairHub Pro
Online Admin
Open Tickets24
Today's Revenue$3,420
Parts On Order12
Customers Today18
TicketDeviceStatusTotal
#1047iPhone 15 Pro MaxIn Progress$189
#1046MacBook Pro 14"Awaiting Parts$420
#1045Samsung S24 UltraDiagnostics$95
#1044iPad Air 5th GenComplete$210
DineFlow POS
Live Manager
Active Orders14
Today's Sales$6,280
Tables Seated22/30
Avg Rating4.8
TableOrderStatusTotal
T-122x Ribeye, 1x LobsterCooking$148
T-054x Lunch SpecialServed$64
T-081x Chef's TastingPrepping$95
B-03Bar — 3x cocktailsReady$42
ISO Command CRM
Connected Director
Total Merchants2,847
Monthly Volume$48.2M
Pipeline$2.1M
Retention96.2%
MerchantVerticalStatusVolume
Elite Fitness Co.GymActive$82K/mo
Bella Salon GroupSalonUW Review$45K/mo
QuickBite RestaurantsRestaurantOnboarding$120K/mo
FixIt Phone RepairRepairActive$28K/mo
Onboarding & Risk
Active Underwriter
Pending Apps38
Approved Today12
Risk Alerts3
Avg Approval4.2 hrs
BusinessRisk ScoreStatusStage
Metro Dental GroupLow — 92ApprovedLive
Nails by NovaLow — 88In ReviewKYC
FastLane AutoMed — 64FlaggedUW
CryptoMart LLCHigh — 32Declined
Agent Management
Synced Director
Total Agents186
Active This Week94
Top CloserMarcus T.
Avg Close Rate34%
AgentDeals / MoStatusRevenue
Marcus Thompson28Active$142K
Sarah Chen22Active$118K
David Kim18Follow-up$96K
Ana Rivera15Active$84K
AI Sales Assistant
Learning Admin
PPD AI Assistant

Good morning! I found 14 merchants in your portfolio with upsell potential. Here are 3 priority recommendations:

High Priority
Elite Fitness Co. — Processing $82K/mo but no POS integration. Recommend DineFlow POS upsell. Est. revenue lift: $1,200/mo
Growth Signal
QuickBite Restaurants — Volume up 45% in 60 days. Second location likely opening. Proactive outreach suggested.
Churn Risk
Metro Dental Group — Support tickets up 3x. Schedule retention call. Risk score: 72/100

Draft a follow-up email for Elite Fitness about the POS upgrade.

Done! I've drafted a personalized email referencing their volume growth and POS benefits. Ready to review in your outbox. |

AI-Powered

AI That Makes Your ISO Smarter

Every platform we build comes with AI capabilities that give your team superpowers — from sales automation to intelligent risk assessment.

AI Sales Assistant

Instant answers for merchant inquiries, automated proposals, and smart follow-up scheduling.

Smart Lead Routing

AI assigns leads to the right agent based on vertical expertise, location, and close probability.

Risk Summaries

Automated underwriting risk analysis with plain-language summaries and approval recommendations.

Churn Risk Alerts

Detect merchants likely to leave before it happens. Proactive retention powered by pattern analysis.

Opportunity Scoring

Score every merchant and lead by revenue potential, upsell readiness, and lifetime value prediction.

Automated Workflows

Trigger follow-ups, onboarding tasks, and support escalations without manual intervention.

CRM Recommendations

Smart suggestions for next actions, optimal pricing, and cross-sell opportunities per merchant.

Support AI

AI-driven first-line support that resolves common issues instantly and escalates intelligently.

Vertical Domination

Win Verticals With Software Built for Them

Stop competing on rates. When you own the software merchants depend on, you own the relationship.

Repair Shops

Ticket management, parts inventory, customer notifications, and integrated payments.

Gyms & Fitness

Membership billing, class booking, check-in systems, and recurring payment automation.

Restaurants

Table management, kitchen display, online ordering, QR menus, and tip management.

Salons & Spas

Appointment booking, staff scheduling, client history, and point-of-sale integration.

Retail

Inventory management, barcode scanning, e-commerce sync, and multi-location support.

Medical & Dental

Patient billing, insurance integration, HIPAA-ready workflows, and payment plans.

The Business Case

Why This Matters for Your ISO

The ISOs that build proprietary technology today will be the payment companies that dominate tomorrow.

01

Differentiate Instantly

Stop selling the same terminals and rates as every other ISO. Own the software experience.

02

Own the Experience

When merchants use your software every day, they're locked into your ecosystem — not someone else's.

03

Reduce Third-Party Dependency

Stop relying on platforms you don't control. Build technology that's yours.

04

Drive Direct Demand

Custom websites and funnels generate inbound merchant leads — no more cold-calling only.

05

Increase Retention

Merchants using your integrated software churn 3x less than those on generic terminals.

06

Grow Like a Fintech

Technology-driven ISOs command higher valuations, attract better talent, and scale faster.

07

Empower Your Agents

Give your agents better tools to sell, onboard, and manage — and watch close rates climb.

08

Build a Real Brand

Your name on the software. Your logo on the login screen. Your platform, your brand equity.

Ready to Transform?

Build Your Software-Driven Payments Company

Let's discuss how PPD Technology can build the custom platforms, CRM systems, and AI tools that turn your ISO into something merchants actually choose — not just settle for.