We helped you grow

At Wisetack, we’re more than just your financing provider — we want to boost your bottom line. We know marketing your business can sometimes be overwhelming, so we enhanced a few proven tactics to help you out:  

• Prequal links boost business and increase leads. In fact, customers who prequalify are 26% more likely to convert the job into a sale and spend 30% more (compared to customers who don’t prequalify). 
  • We created a Prequal Tagging Guide to walk you through tracking and converting leads generated through your prequal link. By tagging your prequal leads, you gain valuable insights into which marketing channels are driving the most qualified leads. 

• 0% APR plans give you a competitive edge in your market. We mean it: 81% of customers who are offered extended 0% APR financing through Wisetack convert into a job (a 20% increase compared to those without this option).
  • ICYMI: The new 0% APR marketing toolkit assets help you showcase extended 0% APR offerings to attract more customers and set you apart from your competition.

We streamlined your workflow

We added some new features to make it easier to use Wisetack every single day.

• We created new access levels to provide your team more flexibility and control. Now, you can customize your staff’s roles to match your business needs.

• You can now cancel loans in the merchant portal, enabling you to quickly adapt to changes in job scope, change orders or your customer’s payment preferences.

• New “Action Required” status insights tell you exactly where a transaction stands and helps resolve any outstanding issues to complete a sale.

• The advanced search functionality helps you locate specific applications by identifiers such as customer name, email, phone number, or purchase ID, saving you time.

Humble brags

We’re proud of ourselves - and we hope you’re proud to call us your financing provider. In 2024, we made the Deloitte Fast 500 List, celebrating innovative, fast-growing tech companies, received the Banking Tech Award for Best Embedded Finance Solution, and secured a spot on the Inc. 5000 list of Fastest Growing Private Companies in America. More than anything, these achievements are a testament to our unwavering commitment to supporting your growth and success.

Other exciting initiatives

We re-launched our referral program, offering $125 to both you and your referral. Know a business who might be a good fit? Let us know!

In 2024, we attended 10 conferences and trade shows, spanning multiple states and industries. Which shows should we attend next year?

We're grateful you chose us as your financing partner to help you close more deals, and we’re looking forward to an even bigger and better 2025. Some exciting features are on the horizon, so be sure to stay tuned. 

What do you want to see next? Let us know here! Your feedback is a critical piece of the puzzle — we’re all ears, all the time.