Industry Insights

PSP & FX Consulting: Building Payment Infrastructure from the Ground Up

A comprehensive guide to end-to-end PSP and FX consulting, covering compliance readiness, onboarding strategy, payment flow design, and technical integration support.

January 15, 2025
8 min read
By ShrinePay Team
PSP ConsultingFXComplianceIntegration

PSP & FX Consulting: Building Payment Infrastructure from the Ground Up


Building a successful payment processing or FX operation requires more than just technical integration. It demands strategic planning, compliance readiness, and expert guidance throughout the entire journey.


The Foundation: Business Structuring


Before diving into technical implementation, businesses need to establish the right structure. This includes:


  • Entity Setup: Choosing the appropriate legal structure for your jurisdiction
  • Regulatory Planning: Understanding licensing requirements and compliance obligations
  • Risk Assessment: Identifying and addressing potential risk factors early
  • Business Model Validation: Ensuring your approach aligns with partner expectations

  • Compliance Readiness: The Critical First Step


    Compliance readiness is not optional—it's the foundation of successful onboarding. Key areas include:


    Document Preparation


  • Business registration and licensing documents
  • Financial statements and projections
  • Risk management policies and procedures
  • AML/KYC frameworks and implementation plans
  • Data protection and privacy policies

  • Risk Narrative Development


    Crafting a compelling risk narrative is essential. This involves:


  • Clearly explaining your business model
  • Demonstrating understanding of regulatory requirements
  • Showing commitment to compliance and risk management
  • Providing evidence of operational readiness

  • Onboarding Strategy: What Works and What Gets Rejected


    Based on our experience, successful onboarding strategies focus on:


    Transparency


  • Be upfront about your business model and risk profile
  • Provide complete and accurate information
  • Address potential concerns proactively

  • Preparation


  • Have all documentation ready before approaching partners
  • Understand the partner's requirements and expectations
  • Demonstrate operational maturity

  • Relationship Building


  • Establish trust through transparent communication
  • Show commitment to long-term partnership
  • Be responsive and professional throughout the process

  • Payment Flow Design


    Designing effective payment flows requires understanding:


  • Transaction Routing: How to route transactions for optimal approval rates
  • Fallback Strategies: What to do when primary channels fail
  • Retry Logic: When and how to retry declined transactions
  • Cascading: How to sequence payment methods for best results

  • Technical Integration Support


    Technical integration involves:


  • API integration and testing
  • Webhook implementation and monitoring
  • Reconciliation system design
  • Error handling and logging
  • Performance optimization

  • Acquirer and Processor Matching


    Not all acquirers are created equal. Finding the right match requires:


  • Understanding your risk profile
  • Identifying acquirers that accept your business type
  • Evaluating pricing, terms, and service levels
  • Considering geographic coverage and currency support

  • Go-Live Support


    The journey doesn't end at integration. Go-live support includes:


  • Monitoring initial transactions
  • Troubleshooting issues as they arise
  • Optimizing performance based on real-world data
  • Scaling infrastructure as volume grows

  • The ShrinePay Approach


    At ShrinePay, we provide end-to-end PSP and FX consulting services. We help businesses:


  • Structure their operations for success
  • Prepare for compliance and onboarding
  • Design effective payment flows
  • Integrate with the right partners
  • Navigate the entire journey from concept to scale

  • Our expertise comes from decades of experience in payment processing, FX operations, and technical integration. We understand what works, what doesn't, and how to avoid common pitfalls.


    Getting Started


    If you're building a PSP or FX operation, the best time to engage with expert consultants is early in the process. Proper planning and preparation can save significant time and money while increasing your chances of success.


    Contact ShrinePay to discuss how we can help you build your payment infrastructure from the ground up.


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    ShrinePay

    Payments & Banking Infrastructure Consulting for FX, PSP & Specialized Verticals.

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