| Description | This article shows how to introduce Forwardly to your clients. |
| Objective | At the end of this article, you should be able to introduce forwardly instant payments to your clients. |
| Estimated reading time | 3-6 minutes |
Now that you are ready to receive instant payments, here are some things to consider when migrating your clients onto Forwardly.
First, consider which of your clients are open to trying out new payment platforms. Clients that are technology-driven and like to be early adopters are more likely to respond favorably to a new payment workflow.
Second, consider clients who would benefit from sending or receiving payments instantly. This could be clients that regularly pay late or experience delays with traditional payment methods. If you have a client who is frequently frustrated by ACH settlement times, teaching them about Forwardly could be a significant relief.
Finally, think about which of your clients can transition easily to Forwardly; in other words, which ones are using compatible software? If one of your clients is using an ERP that isn't currently supported, don't be shy! Let us know, and we'll consider it for future development. Every voice matters to our planning team.
| Tip: When you bring up Forwardly, don't try and sell it. Instead, treat this as a coaching opportunity where you can be a fintech expert and teach your client about something new and beneficial. |
You can use the following template as a reference when introducing Forwardly Instant payments to your clients:
I have exciting news to share! I'm now using Forwardly Instant Payments, a hassle-free way to receive money in the USA, 24/7/365. I chose this platform in response to the launch of the Federal Reserve’s FedNow program, which allows the majority of banks in the US to support instant payments. The FedNow network makes sending and receiving payments a breeze; sign up on Forwardly.com and connect your bank account to start using instant payments.
Let's enjoy a seamless payment experience with Forwardly. If you have any questions, feel free to reach out.
| Reminder: You can send this template to your clients once you have sent a payment request on Forwardly. If you haven't created your account yet, what's stopping you? |
Finally, remember the Forwardly Partner Program. For every client you successfully transition to Forwardly, we issue a reward. Contact our team today for more details.