FORTE.PAYMENT.SYSTEMS
WELCOME!
Explore the various features of Forte’s Next-gen payment platform – DEX, offering a complete merchant and partner experience in retail, mail order and ecommerce verticals.
WHY CHOOSE FORTE PAYMENTS
VALUE PROPOSITION
Why Forte – What separates CSG + Forte from our competitors?
Experience, Technology and Focus Specifically related to Billing and Payments Excellence!
FORWARD THINKING
SINGLE PLATFORM
MODERNIZATION
ONE CSG - ONE PARTNER
AWARDS & RANKINGS
The Strawhecker Group (TSG) informs & guides the world’s leading payment players, from fintech startups to Fortune 500 companies including, JPMorgan, FIS and Elavon. Forte has partnered with TSG since mid year 2020, subscribing to their Gateway Enterprise Metrics (GEM) platform. TSG’s Gateway Enterprise Metrics (GEM) is the only platform in the payments market that provides unique looks to merchant, developer, and gateway performance perspectives.
RANKED 1ST - WEEKLY TRANSACTION RANKING
Forte closed out 7 out of 9 months of 2021, by ranking #1 on GEM’s weekly transaction analysis! In order the determine scores, a quarter of a million checks are performed weekly to come up with the transaction analysis ranking.
CARD NOT PRESENT - BEST ECOMMERCE GATEWAY 2021
Earned CNP Award “Customer’s Choice” Best eCommerce Gateway/Platform
RANKED RUNNERUP - GATEWAY MINUTE OUTAGE
In addition to Uptime, GEM uses pings at multiple locations to determine minute outages. If at least 33% of location checks fail at the same time, an outage is recorded. TSG’s GEM platform annually honors leading payment providers. Past winners have included companies such as BluePay (Fiserv), Braintree (A PayPal Company), Square, and Shopify.
RANKED 2ND - API INTEGRATION
Ranked 2nd out of 21 gateways, this one-time assessment evaluates payment gateways’ total API offerings for payment industry functionality and feasibility. As a part of this assessment, TSG evaluates API sets, developer tools, sandbox, and emulators by conducting an integration into the gateway through an eCommerce application. It also benchmarks documentation and reviews navigation.
pricing & REVENUE OPTIMIZATION
PRICING | TIERED pricing
An account verification service that minimizes the returned
ACH or checks activities.
A service that updates cardholder information automatically on Forte’s end once the bank has updated this information.
REAL-TIME APIs
CHECKS DATABASE FOR RETURNED AND GOOD HISTORY ACCOUNTS
RETURNS KNOWN HISTORY, NAME AND TELEPHONE INFORMATION
EXTENDS LIFE OF RECURRING PAYMENTS
PREVENTS INTERRUPTION OF CUSTOMER SERVICE DUE TO NON-PAYMENT
ENSURES A MORE STABLE CASH FLOW
DELIVERS UPDATED CARDHOLDER ACCOUNT INFORMATION IN A TIMELY MANNER
PAYVUS
Powered by Aliaswire, PayVus® is a revolutionary, patented, end-to-end SMB business credit card issuing platform that combines merchant acquiring and business card issuing to deliver exceptional value with a modern approach to merchant services.
FASTER FUNDING - SETTLEMENT TO CARD POSTED AS A CREDIT FASTER THAN NORMAL FUNDING
DAILY SETTLEMENT OF FUNDS AUTOMATICALLY SPLIT BETWEEN CARD AND BANK ACCOUNT
NO DISRUPT TO CURRENT PAYMENTS PROCESSING OPERATIONS - PROCESS AGNOSTIC
HELP MERCHANTS IMPROVE CASH FLOW AND INCREASE SPENDING CAPATICITY
FEATURED | CASE STUDY
Aliaswire‘s innovative approach enables ISOs and Acquirers to tap into issuer interchange revenue through the issuance of a PayVus® MasterCard World Business card.
ENHANCED GATEWAY MODEL
In addition to the Acquired and Gateway only model, Forte now offers an Enhanced Gateway Model which allows you the freedom to choose the portions of payment experience you would like to own and still use our framework and technology to create seamless experiences, drive strategic growth and manage your revenue.
ENHANCED GATEWAY DATASHEET
HOW TO CONNECT WITH US
CREATING AN
OMNI-commerce EXPERIENCE
Any Payment / Any Channel / Anytime! Forte’s Payments Platform as a Service allows eClinicalWorks the ability to leverage one platform that does it all.
DIGITAL
ON-THE-GO
IN-PERSON
BACK OFFICE
FORTE.JS
a Forte.js single-use token.
Learn More
FORTE CHECKOUT 2.0
payment forms with Forte Checkout.
Learn More
WEBSERVICES
platform- and language-independent.
TOKENIZATION
TYPES OF TOKENS
A token is a unique string ID that references stored customer information or a customer’s stored payment information (such as a credit card or an echeck). Tokens provide customers convenient, secure access to their billing, shipping, and payment information, making the checkout process faster and easier. For merchants, tokens provide a convenient method of collecting scheduled recurring payments.
Paymethod Tokens
Paymethod tokens reference the following stored information within a permanent token (for recurring transactions) or a one-time-use token (for credit card transactions only):
Label (e.g., VISA – 1111) | Status | Credit card information | eCheck information
Address Tokens
Address tokens reference the following stored information:
Label | First name | Last name | Company name| Phone number | Email address | Address type | Physical Address | Street Line | Locality | Region | Postal Code
Customer Tokens
Address tokens reference the following stored information:
Payment Methods Token| Billing Address | Shipping Address | Status | First name | Last name |Company name
Token Sharing
OPTIONS
METHOD 1: Across Locations
Merchants who have multiple Locations within their Account can use Cross-Location token sharing to share customer and payment information across each of their Locations. With Cross-Location token sharing, any member can walk into any Location of the merchant and have the exact same customer experience.
METHOD 2: Across Child Account
Companies that operate a marketplace or act as an aggregator may share their stored customer and payment information with a multitude of sellers who are set up with their own processing Merchant Account. In this scenario, Forte sets up a partner with a Partner Account and all of the partner’s sub-merchants are set up immediately below the partner within a hierarchy as “child” Merchant Accounts.
ONBOARDING THE PORTFOLIO
CUSTOMER SUCCESS | Platform SLA & Support
Legal | Sample AGREEMENT
merchant onboarding process
Complete payments management DEX FeatureS.
Explore the various features of Forte’s Next-gen payment platform offering a complete merchant and partner experience in retail, mail order and ecommerce verticals.
transactions
Merchants can perform four different types of credit card transactions from the Transactions Datagrid. Additionally, merchants can choose to save the customer data from a transaction or perform a one-off transaction without saving customer data.
FUNDING
The Funding Datagrid enables users with the appropriate permissions to view the funding entries of an organization’s locations. By default, Dex displays the funding entries for the previous thirty days, but you can filter the displayed results by Effective Date, Bank Account Number, Amount, Funding Source and/or Funding Status.
REPORTS
The self serve reporting module allows merchants to generate reporting on transaction and funding activities for a given time frame. Merchants with the appropriate permissions can also export transactions to a .csv file that can then be stored on a local computer or imported into an accounting application for processing.
DATA SHEETS
DEX INFO SHEET
DEX REFERENCE GUIDE
1. GETTING STARTED.
Start here to learn the basics of navigating Dex.
FORWARD THINKING APPROACH
ONE CSG
Together, We Win! CSG is uniquely positioned in the marketplace, bringing together the Power of Print/Mail, Conversational AI, Customer Engagement Solutions, and Experiences Practices Teams that embed payment capability. We are committed to driving excellence with expectations that our approach will change the industry.
PRINT & MAIL
CUSTOMER ENGAGEMENT
EXPERIENCE PRACTICE
CONVERSATIONAL A.I.
PAYMENTS
Q & A
What is the application auto decision rate (Auto decision rate is the # of applications that have an automated approved or declined decision)?
A: 83%
What is the application approval rate?
A: 91%
What is the timeline for a decision when the application is sent to Manual review?
- A: Submitted to Pending Status: Average of 9 days ( Underwriters notify merchants the same day, typically wait time is delays with merchant contacting underwriter with corrections or clarification on application)
- Pending to Approved: average of 1 hour
- Pending to Declined: average 16 days typically wait time is for merchant to get back with underwriter with corrections or clarification of information on app
What are the most common reasons and account will go into a pending status?
- A: Tax ID # or Legal Name mismatch (typos or abbreviations that do not match IRS records)
- Bank account information cannot be validated
- Customer business type (MCC) does not match with company business details (website, etc)
QUESTION 5
QUESTION 6
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