FAQs for financial services companies

Spotnana provides technology for booking and managing travel that can be embedded in the website or mobile app of any financial services provider. 

For financial services companies that offer a credit card with loyalty rewards, Spotnana can support the ability to book travel using points, credit cards, or a combination of the two.

Key benefits of partnering with Spotnana include:

• Revenue growth – generate incremental revenue from travel bookings and interchange fees, including spend on high value travel and entertainment purchases. 
• Increased share of wallet – use travel rewards to increase card applications and capture a higher percentage of customer purchases.
• Higher customer loyalty – use travel bookings and rewards to increase engagement with your digital properties and reduce customer churn.
• Customer experience – we provide a best-in-class travel solution with comprehensive travel inventory.
• Rapid time to market – we help you avoid lengthy development cycles. Our platform is designed to be embedded and white labeled.
• Reduced development costs and risks – travel is exceptionally difficult to develop and requires massive computing resources. Our platform was developed by travel and technology experts with decades of experience.

Here’s a short summary of some of the elements that set us apart:

• Modern infrastructure – Spotnana has developed a new, modern infrastructure for travel that supports rapid innovation and superior travel experiences.
• Flexible payment methods – we support central, virtual, individual, and personal cards as well as cash payments, direct billing for car rentals, delayed invoicing, and split payments for ancillaries. If you have a loyalty program, we support payment by rewards points, credit cards, or a mixture of the two.
• Widest range of content sources – we provide the most comprehensive access to air, hotel, car, and rail inventory. In addition, we have developed the deepest direct integrations to top airlines.
• Self-service changes and cancellations – our platform provides the most automation around complex travel use cases, empowering travelers to modify trips without costly agent support.
• Unused ticket management – we deliver the most comprehensive support for managing and redeeming unused ticket credits, which often make up 5% of air travel spend.
• Advanced policy management – Spotnana includes comprehensive options for controlling spend around travel policies including dynamic policies, lowest logical fare, and the ability to show content options but not allow booking.
• Single platform for travelers and agents – TMC agents using Spotnana have access to the same content, policies, profiles, and negotiated rates as the travelers they serve, enabling personalized service and rapid issue resolution. In addition, our architecture enables any agent to service any traveler from any location, which reduces operating costs.
• Turn-key servicing – travel assistance is provided by our growing ecosystem of TMC partners.
• AI travel assistants and automation – we provide AI assistants to travelers, travel managers, and TMC agents, enabling everyone to handle more issues on their own in less time. We also use AI to automate workflows.
• Flexible white labeling options – Spotnana was designed from the ground up to be integrated, embedded, and white labeled.
• Open platform – Spotnana’s capabilities and data are available via APIs, enabling deep integration with other systems.
• Global platform – our platform is deployed as a single global instance, supports global content, global servicing, global currencies, and is localized in major languages.
• Proven success model – we deliver far more than API documentation and a number for support. Our teams work cross functionally to ensure every part of your organization is set up for success.

In addition to working with financial services companies that have not yet been announced, Spotnana works with Brex, Center, and Expensify, all of whom offer their own credit card and loyalty rewards programs.

We can stand up a basic white label of our platform with custom headers, fonts, and colors in a few days. Most financial services partners want a deeper integration across profiles, customer data feeds, loyalty programs, payment methods, and user experience elements. This typically takes around 3 months.

Spotnana offers a range of flexible white labeling options. Our platform is designed to be white labeled and has self-service configuration tools to manage logos, fonts, colors, emails, and invoices.

We also offer embeddable UI components and can do a full iFrame of our application. Lastly, we have an API-first architecture, which enables our partners to build an entirely custom user interface if they wish to.

Most partners choose a mixture of these options in order to benefit from both a customized user experience and rapid time to market.

Spotnana supports a wide range of SSO integration options including SAML, OpenID, Google login, and Okta.

Spotnana offers a comprehensive set of travel APIs that fall into several categories, including:

• Booking and managing trips – allows users to search travel options, book, exchange, and cancel trips.
• Users – allows companies to sync HR data with Spotnana Profiles and manage user privileges.
• Policies – allows companies to determine whether bookings are in or out of policy and trigger approval workflows.
• Payments – manages payment methods, invoicing, and payment processing.
• Analytics – enables Spotnana to ingest and export data for reporting purposes.
• Companies – manages setup of legal entities, offices, cost centers, and more.

The easiest way to understand the capabilities of our APIs is to explore our API documentation.

Please contact us to discuss.

We release new features to you in a testing environment for you to review. In addition, we provide you with regular updates on our roadmap. Where needed, we can enable or disable features for you via feature flags.

We can introduce you to Spotnana TMC partners who can support your servicing needs.

We train your Customer Success team to perform deployments.

We train your Level 1 technical support team and provide Level 2 and Level 3 technical support.

Yes – travelers can book trips to any country through our platform. We are also constantly adding more local content to our platform to make it easier for our TMC partners to service multinational customers with operations around the world. Our partner team can provide more specifics.

We offer a range of flexible payment options including central, individual, personal, and virtual credit cards. If you offer your own credit card or loyalty program, we support payment with points, credit cards, or a combination of the two.

Spotnana also supports delayed invoicing, direct billing for car rentals, cash payments, and split payments for ancillaries.

A summary of our current integrations is available here. Since our platform is open, additional integrations can be added either by your team or ours.

Please contact us to discuss.

We provide training to your sales and customer success teams as a key part of our onboarding process, and we provide ongoing training sessions for all partners via webinars.

Prior to signing an agreement, our executives will ensure that we are aligned on strategic goals and technical requirements. Spotnana will also assign a Partner Success Manager, who will work with you on an ongoing basis to ensure we are supporting you effectively and reaching expected success metrics. We will also set up periodic business reviews to maintain alignment.