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Pick the option that best describes your project.
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This helps us understand what you need to take the next step.
Choose the main reason someone will receive or buy a card.
Retail gift cards work at selected brands. Payment-network cards work at merchants that accept their network, subject to the program’s rules.
Think about the people or organizations that will use them.
Choose where your customers or card recipients will be. You can select more than one market.
Choose all that apply
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Choose the country of the company that would sign the provider agreement.
Registering a company in the US and running an office there are different. Tell us about your actual business operations.
Choose the closest match for your company or project.
List the brands or categories you want, such as groceries, travel or entertainment. You can leave this blank.
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Choose how you want recipients to receive their cards.
A single-load card receives one initial amount. A reloadable card can receive additional funds.
Select the capabilities you need. These are requirements to discuss with a provider, rather than guaranteed features.
Some teams want a managed service; others already have the people and partners to run a card program.
An issuing partner is the institution responsible for issuing the payment-network cards.
Recipient onboarding and ongoing monitoring are separate responsibilities. Tell us how your team expects to work with the provider across both.
Sanctions screening and full identity verification are different processes. Consider screening when recipients join and ongoing checks during the program.
Choose who pays for the card value, separately from who receives or uses the card.
Before issuance, money can be held as program funding. Once a card is issued and loaded, its balance is a separate part of the fund lifecycle.
The number you expect to issue, sell or send. An estimate is fine.
Choose the main currency you expect to use to fund or settle the program.
Choose an approximate US-dollar equivalent, even if you will use another currency.
Estimate the total value added across all cards per month, in US-dollar equivalent. Include any reloads.
A portal is a ready-made website for your team. An API connects the provider to your own software.
Choose the platform or product you want to connect.
This helps us understand the integration support you will need.
For payment-network cards, think about where the card number and other sensitive card details will be displayed.
Tell us the status of your assessment for handling payment-card data. The provider can discuss what your planned integration requires.
Choose the fields your process can provide. Do not enter any actual recipient information here.
Choose who should provide the recipient’s claim or activation experience.
Here, unclaimed funds means money set aside for a reward before a card is issued. We ask about balances on issued cards separately.
These funds are already loaded onto an issued card. Select the stages you need to discuss; recovery depends on the provider and program terms.
Choose the charges that matter most to your business model so the provider can explain its terms.
Tell us when you would like to take the next step.
Add any launch requirements, constraints or questions you want us to understand. You can leave this blank.
Our team will use these details to follow up about your project.
A working name is fine if you’re just getting started.
Open any section to review or change your answers.
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You’ll choose whether to take an introduction when we discuss your options.
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