PartnerMatch AI™ – Savings & Funding Opportunities

Identify operational cost-savings that can be redirected to fund partner programs, ecosystem initiatives, and strategic growth investments. This analysis helps translate efficiency gains into practical funding vehicles aligned with your PartnerMatch AI™ roadmap.

CUSTOMER INFORMATION

Name *

Email *

Phone *

Company Name

Website

SAVINGS CATEGORIES

Category SelectionPlease select which savings categories you are interested in. Each selection will dynamically expand to collect additional information for the selected service.Shipping & LogisticsPublic cloud servicesMerchant services (card processing fees)FICA / payroll tax strategiesEarned Wage Access (EWA)Healthcare unpaid/under paid claimsPARTNERNOMICS (training)

PUBLIC CLOUD SERVICESReduce cloud spend without switching providers or disrupting operations—then redeploy savings into growth.

Elevate Your Business by Optimizing Your Public Cloud Spend

Cloud costs can drift over time as usage changes, teams expand, and services multiply. The goal here is to identify waste and right-size spend while maintaining performance and flexibility.

The savings uncovered can be reallocated to fund the partner-readiness initiatives recommended in your PartnerMatch AI™ readout—including enablement, partner operations, analytics, and integration priorities that help you scale partnerships faster.

What this can unlock:

Eliminate waste and optimize ongoing cloud spend
Improve cost visibility and governance without slowing engineering
Free budget to invest in partner program infrastructure and execution

Public Cloud ProvidersMicrosoft AzureAmazon Web Services (AWS)Google CloudOther

Additional Comments

Upload fileUpload your most recent invoice from your public cloud provider(s). If you don’t have it handy, submit without it—we can follow up.

EARNED WAGE ACCESS (EWA)A no-cost employee benefit that can reduce turnover—and free budget to reinvest in partner readiness.

Unlock Financial Flexibility with Earned Wage Access

High turnover quietly drains budget through recruiting, onboarding, and productivity loss. Earned Wage Access gives employees flexibility between paydays and can strengthen retention and recruiting—often with no direct cost to the employer.

When retention improves and hiring costs drop, the savings can be reallocated to fund the operational partner-readiness investments recommended in your PartnerMatch AI™ readout—like training, enablement assets, partner ops cadence, and tooling.

What this can unlock:

Reduce turnover-related costs and improve retention
Strengthen recruiting with a modern benefit
Convert HR savings into funding for partner execution

Who do you represent?Are you interested in this benefit for yourself or for the company you work for?EmployeeEmployer

Special offer just for employees!

As an alternative to our corporate sponsored employee benefit program, if you’re an employee and want to access your paycheck faster? Join EarnIn and draw up to $150 per day from your next paycheck. Use this referral link and get $10! Make any day your payday. Click here: https://earnin.page.link/iAuN

To offer this program as an employee benefit seamlessly integrated with your company’s payroll system, please complete the additional details in this form. We’ll work closely with your employer to set up the program efficiently.

Corporate sponsored employee benefit program

Share some details about your company, and we’ll assist in creating a benefit program that gives your employees early access to earned wages between pay periods. This enhances recruitment and retention while offering a valuable perk for employees needing funds to cover expenses before payday. This program is free to both the employer and the employee!

Number of Employees *

Number of Locations *

Please provide any additional details you would like to include regarding your company:

FICA / PAYROLL TAX STRATEGIESReduce payroll tax burden (where eligible) and redirect savings into partner-readiness initiatives.

Optimize Your Payroll with Strategic FICA Solutions

Payroll taxes are a large, recurring expense—especially for teams with 20+ W-2 employees. In many cases, compliant strategies can reduce FICA-related costs and improve cash flow without changing your day-to-day operations.

Those savings can be reallocated to fund the partner-readiness roadmap recommended in your PartnerMatch AI™ readout—including enablement, systems, process upgrades, and partner program execution.

What this can unlock:

Lower eligible payroll tax expense and improve cash flow
Maintain compliance while optimizing recurring costs
Fund readiness upgrades without “new budget” requests

Does your organization employ 20 or more W-2 employees?To qualify for this program, the company must employ 20 or more W-2 employeesYesNo

HEALTHCARE UNPAID/UNDER PAID CLAIMSRecover missed revenue so you can fund the investments required to scale partnerships.

Recover Lost Revenue with Our Unpaid/Underpaid Claims Solutions

Unpaid and underpaid claims often represent significant financial leakage. Recovering those dollars can create immediate cash impact—especially when the work targets claims already processed and previously written off.

Recovered revenue can be reallocated to fund the partner-readiness investments recommended in your PartnerMatch AI™ readout—such as operational improvements, enablement, integrations, and the workflows required to scale partner-driven growth.

What this can unlock:

Recover revenue that’s already been earned but not collected
Minimize disruption by focusing on targeted claim recovery
Convert recovery into funding for your partner-readiness roadmap

Do you currently have an issue with unpaid or under paid healthcare claims? *YesNo

How would you describe your healthcare organization?E.g., hospital, private care, specialty care, dental office, etc.

MERCHANT SERVICES (CARD PROCESSING FEES)Reduce payment processing fees and reinvest the savings into the partner-readiness improvements recommended in your PartnerMatch AI™ readout.

Unlock merchant fee savings to fund partner-readiness investments

Payment processing fees often contain hidden leakage—rate drift, interchange strategy misalignment, and avoidable add-ons. A quick review can uncover savings without disrupting how you accept payments.

Any savings captured here can be reallocated to fund the operational investments recommended in your PartnerMatch AI™ readout—enablement, tooling, integrations, partner operations, and co-selling execution.

What this can unlock:
• Reduce avoidable processing costs and fee leakage
• Improve transparency and control across payment channels
• Free budget to invest in partner program infrastructure and execution

Do you currently accept credit cards?YesNo

Where do you accept credit card payments?