BoxPay
Partner Intelligence
CMDK
JD
JohnDashboard
LiveBanking Partner Intelligence CRM - Track, analyze, and manage provider relationships
Total Providers
62
Banking partners tracked
+8% this month
Tier 1 Priority
21
High-value targets
+2% this month
In Outreach
7
Active conversations
+15% this month
Onboarded
3
Live integrations
+50% this month
Pipeline Status
Provider journey through your pipeline
17
24
7
8
Research1727%
Identified2439%
Outreach711%
Discussion813%
Due Diligence35%
Onboarded35%
41 in early stage
6 near completion
Tier Distribution
Provider classification by priority
62Total
Tier 1Premium
Strategic partners
21
34%
Tier 2Standard
Active partners
28
45%
Tier 3Emerging
New opportunities
13
21%
Region Coverage
Geographic distribution of partners
NA
North America27EU
Europe20AP
Asia Pacific5GL
Global5LA
Latin America4AF
Africa1NA
North America
27(44%)
EU
Europe
20(32%)
AP
Asia Pacific
5(8%)
GL
Global
5(8%)
LA
Latin America
4(6%)
AF
Africa
1(2%)
Coverage across 6 regions
Growing
Priority Outreach
Top providers requiring attention
1
Stripe Treasury
Tier 1OutreachBaaS|North America
Premier embedded finance platform
JM
James Morrison97
Priority
2
Checkout.com
Tier 1Due DiligencePayment Gateway|Global
Digital-first approach aligned with our values
KW
Karen Walsh96
Priority
3
Adyen
Tier 1OutreachPayment Platform|Europe
Enterprise payments leader
CG
Catherine Green94
Priority
4
Rapyd
Tier 1DiscussionPayment Platform|Global
Follow-up on API requirements pending
AR
Alex Rivera93
Priority
5
Thunes
Tier 1OutreachPayment Platform|Asia Pacific
Emerging markets specialist, mobile money leader
DW
David Wright91
Priority
Recent Activity
Latest updates across all providers