Take Zero Chances With Due Diligence

Case Study: Learn how identity verification helps a fast-growing payments provider with FCA regulations — including reporting, compliance, and AML mandates.

• Case Study

Identity Verification Helps

a Fast-Growing Payments

Provider Scale With

Confidence

Take Zero

Chances With

Due Diligence

Trulioo — Case Study

The

Challenge

75%

With a guiding vision to empower

partners across sales, marketing,

distribution, and the general

management of its payment

card programs, PSI-Pay is an

organization with many

moving parts.

The company specializes in managing activities

involving MasterCard, such as reporting, settlement,

approvals and any activities required by the

FCA regulatory authority — including reporting,

compliance, and Anti-Money Laundering (AML)

mandates and audits. PSI-Pay adopts a tailored

approach to every one of its customers, offering

varying levels of support based on the regulatory level

of the partner and providing sponsorship to corporate

entities who cannot or are unwilling to issue their own

credit cards.

“We’re a self-funded, privately held company with

ambitious growth goals,” explains Phil Davies, CEO at

PSI-Pay. “We’re a stable organization without reliance

on venture capitalists or any other shareholder. Due

diligence is a natural, organic part of our growth —

we become experts in local law before going into

any country, which makes sense because we cannot

always operate in the same way that we do in Europe.

We operate in Australia and are currently expanding

into China and other parts of Asia.”

Accurate, smooth and secure identity verification is

a core part of PSI-Pay’s strategy. As a self-sufficient

entity, the company takes zero chances when

developing partners and choosing technologies to help

fulfill long-term growth goals, which made partnering

with Trulioo for their identity verification an

easy choice.

PSI-Pay has put its verification

process on autopilot, with a 75%

reduction in acquisition costs.

Trulioo — Case Study

The

Solution

How Trulioo Helps PSI-Pay Comply With Global

Regulatory Standards

Following an in-depth due diligence process with

multiple vendors, Davies and his team chose the

Trulioo RESTful (Representational State Transfer)

API. Among PSI-Pay’s decision criteria were technical

capabilities, operational stability, commercial

advantages and geographic coverage. This new

integration option enables automated electronic

identity verification, at scale, with effortless integration.

“Everything we do is carefully planned,” says Davies.

“One of the things we constantly assess is how we

perform KYC/KYB and identity verification in various

forms. It’s a process of constant review on the basis

that we evaluate criteria with a risk-based decision

making process. We evaluated multiple partners that

operate in the jurisdictions in which we operate and

where we intend to grow.”

As a company that operates across borders, PSI-Pay

needs identity verification technology with flexible and

ubiquitous compliance features. Needing to conduct

cross-border checks on a regular basis, the company

has high standards for accuracy without any wiggle-

room for operational hiccups.

“The UK’s FCA and European Union regulations require

our customers to prove who they are and where

they live, in addition to other checks,” says Davies.

“We need to be crystal clear to prove that what our

customers are providing is real and authentic. We are

also required to conduct checks on politically exposed

persons and OFAC because of our relationship with

MasterCard — an American company with a different

set of standards. We have to make sure that we’re

checking against these lists on an ongoing basis, so if a

person’s status has changed for whatever reason, we

can act accordingly.”

• Phil Davies CEO of PSI-Pay

Thanks to

Trulioo, we are

expanding very

rapidly — 40%

growth year

over year.”

The world’s

identity

platform.

Contact Us

Trulioo is a registered trademark of Trulioo Information Services Inc. in the United States, the European Union,

Canada and other countries.

Trulioo is the world’s identity platform, trusted

by leading companies for their verification

needs. The Trulioo integrated, automated

platform provides unparalleled global coverage

for business and person verification and a

comprehensive suite of in-house capabilities.

Combining its state-of-the-art technology with expert verification

knowledge across diverse markets, Trulioo enables the highest

verification assurance levels, optimizing onboarding costs and

fostering trust and security in the global digital economy.

The Results

Smooth and Secure Entry Into New Markets

With a 75% Reduction in Acquisition Costs

With the Trulioo API, PSI-Pay has put its verification

process on autopilot. Thanks to faster customer

onboarding, a reduction in acquisition costs and

increases in operational efficiency, PSI-Pay has

augmented its overall customer experiences.

“Our verification process is now done in a slick and

efficient way,” explains Davies. “Customers feel as

though they are not being delayed unnecessarily.

Good customer experiences enhance our expansion

processes because we’re taking people on more

quickly. Higher match rates improve the overall health

of our business.”

This process change represented a dramatic shift from

PSI-Pay’s previous two-step methodology.

“It started with basic verification, which involved

applicants needing to submit a passport and official

document such as a utility bill,” says Davies. “If

that passed initial scrutiny, we would pass it on to a

third-party agency such as a data broker or identity

verification bureau. It was not as effective and efficient

as it has been with Trulioo.”

About PSI-Pay

PSI-Pay is a fast-growing, UK-based financial

services company that provides payment

solutions to individuals and businesses around

the world. Taking pride in delivering transparent,

efficient and clear solutions to its customers,

the company specializes in global banking and

alternative payments.

Thanks to Trulioo, PSI-Pay has outsmarted some of

its biggest barriers to growth. “For instance, we tried

expanding into Canada several years ago, and it wasn’t

particularly successful,” says Davies. “It’s not because

the product wasn’t in demand; rather, it was due to

their regulatory environment. But thanks to Trulioo, we

now have a strong foothold in the Canadian market

and are expanding very rapidly — 40% growth year

over year.”

Reflecting on PSI-Pay’s growth and success, Davies

points to the value of Trulioo as a strong strategic

partner. “They bend over backwards to help us and

answer queries,” says Davies. “It’s an exceptional

working relationship.”

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