Excellence in Onboarding: Why Cross-Team Collaboration Matters
By Lisa Navarro, Head of Enterprise Operations at Paysend
In the world of cross-border payments, onboarding isn’t just a procedural step — it’s the foundation of a successful partnership. At Paysend Enterprise, our clients trust us with their most valuable asset: their ability to move money globally, securely, and efficiently. For me, that trust starts with how I bring them into our ecosystem.
As Head of Enterprise Operations, I see every onboarding journey — which we’re proud to typically complete in an impressive 2 weeks — as an opportunity to set the tone for the relationship, where operational excellence and true collaboration come together. I take this part of the process personally, because it’s where operational excellence and true collaboration first come together.
Beyond Compliance — Towards Partnership
Our onboarding process goes beyond ticking boxes - it’s designed to ensure every partner is fully verified, compliant, and ready to scale with us.
That means our Onboarding team works together with Sales and Compliance from the very start. While Sales focuses on understanding the client’s needs and structuring the right solution — whether it’s our cross-border API, Instant Settlement Account, or Embed solution — the Onboarding team ensures that all Know Your Business (KYB) requirements are met in full, while maintaining a smooth and transparent journey.
Excellence Through Communication
In B2B, information flow is everything. At Paysend Enterprise, we’ve built cross-functional routines and feedback loops that keep Operations, Compliance, and Sales aligned — ensuring we anticipate issues before they arise, align on expectations, and keep clients informed at every step. It’s something I champion every day.
Continuous Improvement as a Mindset
Our goal is not only to meet best practice but to define it. Every client we onboard adds to our collective experience — helping us refine our processes, expand our due diligence playbooks, introduce smarter automation, and raise the bar for what “excellent onboarding” looks like in global payments.
The Result: A Trusted Foundation for Growth
The result is more than an onboarding process — we create a foundation for growth. That foundation allows our clients to access over 100 corridors and 80+ currencies, knowing their operations are underpinned by the same standards of trust and diligence that define Paysend Enterprise.
Because for me and my team, onboarding isn’t about paperwork. It’s about setting the stage for success — together.
The materials on this blog are provided for informational purposes only and do not reflect the opinions of Central Bank of Kansas City, Member FDIC. Blog posts may contain links to content on third-party websites, which are provided for your convenience; please note that linked sites may have a privacy and security policy different from our own, and we cannot attest to the accuracy of information. The Central Bank of Kansas City does not guarantee nor expressly endorse any particular business, product, service, or third-party content.
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If you need to send money to China, one simple option is to transfer funds directly to a China UnionPay card via Paysend.
For a limited time, with Paysend, you can send money directly to UnionPay cards in China. The process takes only a few minutes in the Paysend app.
In this guide, we explain how to send money to China using UnionPay, why direct-to-card transfers may be the preferred method over traditional bank transfers, how the limited-time fee-free offer works, and what information you need to complete a transfer.
If you’re supporting family, covering expenses, or sending money home, Paysend offers a simple and secure way to send money to China.
For millions of families in Mexico, receiving funds from abroad isn’t just about money — it’s about support, security and staying connected. Whether it’s a parent sending money to children for school, a sibling covering bills, or a family supporting loved ones during emergencies, every transfer matters.
Traditionally, sending money involved bank branches, long forms, and sometimes days of waiting. Now, Paysend allows you to send funds directly to eligible Visa debit cards, securely and in minutes* so your family can access the money when they need it most. No branches, no paperwork, no unnecessary delays — just peace of mind.
