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
CSG + Forte and its team brings more than 40 years of combined Government and Utility billing expertise and understanding of the payments landscape
SINGLE PLATFORM
We are uniquely positioned to manage the movement of your payors between traditional and digital billing platforms
MODERNIZATION
CSG’s investment in innovation and its employees have prepared us to identify the challenges others will face in the marketplace, placing us ahead of our competition
ONE CSG - ONE PARTNER
CSG + Forte has decades of industry knowledge and dedicated cross-functional support teams invested in the technology that supports our partner’s ability to evolve and create a connected payer experience
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
RANKED 2ND - API INTEGRATION
RANKED RUNNERUP - GATEWAY MINUTE OUTAGE
HOW TO CONNECT WITH US
CREATING AN
OMNI-CHANNEL EXPERIENCE
Any Payment / Any Channel / Anytime! Forte’s Payments Platform as a Service allows the partner, the ability to leverage one platform that does it all.
DIGITAL
Swift and secure online payments right from your website
ON-THE-GO
Experience the freedom of payments that move with you
IN-PERSON
Speed customers through the checkout line
BACK OFFICE
Enable recurring payments, vendor payroll, disbursements
FORTE CHECKOUT 2.0
Reduce PCI scope and offload the burden of hosting
payment forms with Forte Checkout.
Learn More
WEBSERVICES
RESTful architecture provides a lightweight solution that is
platform- and language-independent.
BILL PAY & IVR
Collect payments through a customizable and
simple-to-integrate payment portal.
Learn More
FORTE.JS
Secure and simplify your payment processing through
a Forte.js single-use token.
Learn More
ELECTRONIC BILL PAYMENT & PRESENTMENT
BILL PAY 2.0.
Can be setup with standalone bill presentment pages, kiosks with low profile terminal devices or seamless integrations.
Kiosk Tablet with POS terminal setup, Bill Search and Checkout
Standard kiosk designs that can accommodate a wide array of configurations
INTEGRATIONS
Supports integrations for real time lookups and payments.
AUTO PAY
Set up automatic payments on the due date
SCHEDULE PAY
Set up custom installments
AUTH
O auth for allowing Google, Facebook login
EBILL & TEXT TO PAY
Setup Pay-on-te-go from any device
NOTIFICATIONS
Get notified for account activities: New bill, upcoming scheduled payment.
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.
LOOK INSIDE.
Explore key features of DEX in an engaging interactive format
REVENUE OPTIMIZATION
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.
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.
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
QUESTION 1
ANSWER 1
QUESTION 2
ANSWER 2
QUESTION 3
ANSWER 3
QUESTION 4
ANSWER 4
QUESTION 5
ANSWER 5
QUESTION 6
ANSWER 6
Bigger.Faster.Stronger
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