Let Clients Choose Exactly What They Authorize
This week the Tern team walks through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize, plus mobile-fr...
Transcript
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Episode Overview
CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner walk through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize. They also cover mobile-friendly search pages, an experiment to lower AI costs, and near real-time reporting, then preview Quick Booking and the Users Conference.
Episode Topics
(02:15) TPI onsite: Molly shares how AI reconciliation handled a 275-step supplier statement cleanup. (12:09) Opt-in authorization: clients now check each item they want to authorize. (18:25) Mobile updates: Trips, Tasks, and Contacts fit your phone, with a labeled Actions menu. (23:05) Lowering AI costs: a live experiment tests more efficient tool use. (30:48) Quality of life: cleaner dashboard payments, near real-time KPIs, and AI chat variables. (34:18) Looking ahead: Quick Booking beta and collaborative trip templates.
Show Highlights
- Clients choose exactly which items to authorize
- Search pages work better on your phone
- KPI dashboard updates in near real time
- Quick Booking beta arrives next week
- Users Conference registration closes October 1
Keywords
Tern, Flight Path podcast, payments, AI product tools, travel advisor workflow, automation templates, product updates