Payments Strategy Show

Rainforest
  • 5.0 (16)
  • Management
  • Updated Weekly

When vertical SaaS platforms hear about the success of companies like Toast or Shopify at monetizing payments, it’s tempting to think they can just integrate payments and double their revenue overnight.  The reality is a bit more complex, and a lot of SaaS companies miss out on the full revenue potential because their payments product, positioning, or pricing is a little off.  Seemingly insignificant details of the payments implementation and go-to-market strategy can have a disproportionate impact on the financial success of a payments offering. Join host Joshua Silver in conversations with SaaS leaders, investors, and industry experts to illuminate the details that actually move the needle – so you can optimize your payments offering for maximum adoption, revenue, and enterprise value. New episodes biweekly on Tuesdays!

  1. Jun 1

    Fleet payments and embedded fintech done right with Coast’s CEO Daniel Simon

    Fleet payments represent over 10% of total US B2B card spend, yet most fintech companies have overlooked this massive opportunity.  For vertical SaaS platforms serving the physical economy: HVAC, construction, transportation, plumbing — understanding fleet payments is critical to building differentiated embedded fintech products.  In this episode, Coast Founder and CEO, Daniel Simon joined host Joshua Silver, Founder and CEO of Rainforest to discuss how vertical SaaS platforms can approach embedded fintech products, why simplicity matters more than cash back, and the significance of integrating payments into core workflows rather than just bolting them on. They discussed: What makes fleet payments so unique and the lessons that translate to other vertical specific payment needsHow to build differentiated embedded fintech products by deeply understanding your vertical's workflowsWhy fraud prevention through data and controls is more valuable than reward programsThe reason vertical SaaS platforms should partner, not build fintech on their ownWhy "giving money meaning" by integrating payments into core workflows drives stickiness  The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    30 min

  2. May 20

    From payments infrastructure to platform payments with Savannah Krieg

    Building embedded payments from the infrastructure side is one thing, but leading payments at a vertical SaaS platform is entirely different.  The challenges shift from technology and compliance to change management, cultural alignment, and cross-functional enablement.  In this episode, EverHealth’s Head of Payments, Savannah Krieg joined host Becky Kopplin, VP Payments at Rainforest to share lessons from both sides of the payments world, including what surprised her most about switching from infrastructure provider to platform operator, and the critical success factors that actually move the needle. They discussed:  Why 90% of platforms should choose embedded payments over becoming a PayFacWhy cultural alignment matters more than technology when launching paymentsThe key metrics platforms should track: attachment, activation, TPV, take rate, and moreHow to think about payments pricing in the context of total contract value, not just take rateThe importance of focusing on people and processes over optimizing tools and operations The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    41 min

  3. May 11

    What vSaaS leaders should know before expanding to Canada with Pamela Draper

    For US-based vertical SaaS platforms, expanding into Canada can seem straightforward at the start.  It’s English-speaking, geographically close, and a natural first international market. However, the operational reality is far more complex than most software platforms expect, particularly when it comes to payments infrastructure, compliance requirements, and regulations.  In this episode, Pamela Draper, President of Digital Commerce Payments joined host Joshua Silver, Founder and CEO of Rainforest to break down everything platforms need to know about building payments in Canada such as navigating different payment rails, the Retail Payment Activities Act and why boots on the ground matter. They discussed: Why Canada requires direct regulatory registrationCanada's different payment rails including Interac e-Transfer, EFT, and the Real-Time RailWhat the Retail Payment Activities Act (RPAA) means for payment service providersHow to navigate the non-negotiable regulatory relationships and compliance requirementsWhy AI won’t replace payments, and how embedded fintech strengthens SaaS businesses The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    24 min

  4. Apr 21

    Unlocking HSA/FSA payments for vertical SaaS with Truemed’s Chris Shaw

    HSA and FSA cards represent $150 billion in consumer funds today, yet many vertical SaaS platforms serving healthcare, wellness, and fitness aren't set up to accept them.  The challenge isn't just processing the cards; it's navigating the complex compliance requirements around eligibility, letters of medical necessity, and TPA administrator rules.  In this episode, Truemed’s Head of GTM Partnerships, Chris Shaw joined host Aaron Steinberg, VP Revenue at Rainforest, to break down how HSA/FSA acceptance works, why compliance is the real moat, and how vertical software platforms can unlock this revenue opportunity for their merchants. They discussed: What HSA/FSA accounts are and the massive untapped payments opportunityWhy compliance is a big challenge and how the right payments partner makes it seamlessHow enabling HSA/FSA acceptance increases average order value by 30%The reason consumers are now starting their shopping journeys in HSA/FSA marketplacesEverything platforms need to know about letters of medical necessity and dual eligibility  The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    31 min

  5. Apr 1

    What comes after payments: Embedded fintech with Unit's Itai Damti

    Most vertical SaaS platforms start with embedded payments, and sometimes also end there.  However, once the payments offering is live, scaled, and optimized, platforms can grow revenue even more by expanding to lending, banking, and other fintech products. The challenge is knowing what to build next, how to sequence products, and how to drive adoption without massive investment. In this episode, Unit’s CEO and Co-Founder, Itai Damti joined host Joshua Silver, Founder and CEO at Rainforest to share the embedded fintech playbook for vertical SaaS platforms, including how to maximize revenue, avoid common pitfalls, and leverage the "system of action" strategy for higher adoption. They discussed:  How embedded finance has evolved from early adopters to plug-and-play solutionsWhy your payment processor is not your embedded finance partnerThe "system of action" strategy that drives higher fintech adoption ratesWhy cashflow is king and how the right messaging is the key to success with SMBsHow software platforms can launch embedded finance without building compliance teams The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    34 min

  6. Mar 24

    The PayFac Path: Hard-Won Payments Lessons with Zaiaad Khan

    Building an embedded payments strategy that actually works requires more than just enabling checkout. It demands a clear view of what you're building, who owns the compliance and risk, and when the math actually makes sense to take on more of it. In this episode, Dogpack’s Chief Revenue Officer, Zaiaad Khan joined host Aaron Steinberg, VP of Revenue at Rainforest, to discuss his extensive experience in payments, how he thinks about embedding payments into software platforms, and the hard-won lessons behind choosing the right PayFac model for your business.  They discussed:  Payments infrastructure is the central nervous system of your business, not an afterthoughtWhy vertical SaaS platforms are falling into significant payments volume without truly understanding their own cost centerHow to approach the PayFac decision – it isn't triggered by a single milestone, but by a confluence of pressuresKey differences between different PayFac models and how to evaluate which makes sense for your businessWhy transparency about pricing and interchange is still a competitive differentiator in payments The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    41 min

  7. Mar 4

    Rainforest + PayPal: The future of embedded payments with Taira Hall

    For vertical SaaS platforms, offering a trusted and familiar payment experience can be the difference between checkout conversion and cart abandonment. Rainforest and PayPal recently joined forces to launch an exciting new embedded payments integration that helps vertical software platforms capture more payments volume and leave offline methods like checks and cash behind. PayPal Senior Vice President and Head of SMB Commercial Taira Hall joined host Joshua Silver to discuss the exciting collaboration, how platforms can leverage PayPal's ecosystem and why payments must be treated as a core workflow, not an afterthought.  They discussed: Rainforest and PayPal's latest integration for platforms looking to win more volumeWhy treating payments as an afterthought leads to cart abandonment and lost revenueHow Venmo helps service-based businesses acquire new customers through social proofCommon mistakes platforms make in their checkout experience and how it impacts processing volumeWhy platforms need to prepare for AI agents driving customer purchases The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    25 min

  8. Feb 4

    Payment aggregation and contract pitfalls with Edward Marshall and Theresa Kananen

    Payment aggregation models come with complex legal and contractual implications that many vertical SaaS platforms overlook.  For those platforms who are evaluating a payments provider, it's critical to avoid costly compliance missteps and ensure long-term flexibility as your business scales. Payments attorneys Edward Marshall and Theresa Kananen joined host Joshua Silver, Founder and CEO of Rainforest to clarify payment models, explain compliance obligations, and share strategies for navigating provider contracts.  They discussed: What payment aggregations really means (PayFac, merchant of record, marketplace)Why merchant of record status doesn't eliminate compliance responsibilities How the flow of funds differentiates payment models and why it matters legallyExactly what to look out for when switching providers and navigating exclusivity causesWhy evaluating a payments provider’s reputation and contractual flexibility matters  The Payments Strategy Show is brought to you by Vertex and Rainforest. Vertex: The Vertical Software Conference This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A. Learn more: https://www.vertexconference.com/ Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference Rainforest is the embedded payments purpose-built for vertical SaaS. Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches. Learn more: https://rainforestpay.com Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay

    30 min
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5
out of 5
16 Ratings

About

When vertical SaaS platforms hear about the success of companies like Toast or Shopify at monetizing payments, it’s tempting to think they can just integrate payments and double their revenue overnight.  The reality is a bit more complex, and a lot of SaaS companies miss out on the full revenue potential because their payments product, positioning, or pricing is a little off.  Seemingly insignificant details of the payments implementation and go-to-market strategy can have a disproportionate impact on the financial success of a payments offering. Join host Joshua Silver in conversations with SaaS leaders, investors, and industry experts to illuminate the details that actually move the needle – so you can optimize your payments offering for maximum adoption, revenue, and enterprise value. New episodes biweekly on Tuesdays!

Information

  • Creator
    Rainforest
  • Years Active
    2025 - 2026
  • Episodes
    41
  • Rating
    Explicit
  • Copyright
    © 2026 Rainforest Pay, Inc.
  • Show Website
    Payments Strategy Show

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