How to Monitor Merchant Portfolio Health

Join Steve Bell and Max on this episode of Payment Pulse as they dive into the essential practices for keeping your merchant portfolio in peak condition. With U.S. merchants processing over $8 trillion in e-commerce last year, even small imbalances can lead to costly chargebacks, fraud losses, or—worst case—processor termination. Whether you’re a software provider, ISO, or sales rep, understanding how to maintain portfolio health is crucial to long-term success. In this episode, you’ll learn how to categorize merchants by risk level and spot trouble before it starts; track the four KPIs every provider needs on their dashboard—transaction volume, chargeback ratio, retention rate, and revenue per merchant; and implement proactive strategies, from rigorous KYC/AML onboarding and real-time fraud detection to ongoing merchant education and regular portfolio audits. Tune in now to reduce risk, boost retention, and drive revenue growth—and if you need expert support, reach out to Clearent by Xplor to see how we can help.  https://clearent.com/  About Clearent   Clearent is a leading full-service payment solutions provider that supercharged its success through the merger with software powerhouse Transaction Services Group. The resulting company is Xplor Technologies who serves over 800 partners and 66,000 businesses who process over $32 billion dollars. We are the first global company integrating smart software, seamless payments, and commerce accelerating technologies. Our mission is to help customers achieve more growth, faster.     Socials  LinkedIn: https://www.linkedin.com/company/clearent/   Facebook: https://www.facebook.com/GoClearent   X: https://x.com/GoClearent    Check Our Podcast – Payment Pulse YouTube Playlist: Payment Pulse Podcast Spotify: https://open.spotify.com/show/6YldlBM3l4MItNj0PujO0t  Apple Podcast: https://podcasts.apple.com/us/podcast/payment-pulse/id1796072902