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
CSG + Forte has decades of industry knowledge and dedicated cross-functional support teams invested in the technology that supports Miami Beach’s ability to evolve and create a connected payer experience
TOP RANKED, award-winning PLATFORM
BUILT FOR SCALE & STABILITY.
Performance | Innovation | Forward-thinking | Trust
NACHA PREFFERED PARTNER
In 2020, CSG Forte was designated by NACHA as Preferred Partner for Government Agency ACH Payment Gateways
CARD NOT PRESENT - BEST ECOMMERCE GATEWAY
Earned CNP Award “Customer’s Choice” Best eCommerce Gateway/Platform
FINTECH - BEST POINT OF SALE COMPANY
CSG Forte received the 2021 FinTech Breakthrough Award for Best Point of Sale Company
THE STRAWHECKER GROUP
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 has closed out every month of 2021 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.
RANKED 2ND - API INTEGRATION
RANKED RUNNERUP - GATEWAY MINUTE OUTAGE
DECISION CRITERIA
THE POWER OF PARTNERSHIP
An approach and methodology built specifically for Government
SINGLE PLATFORM FOR MULTIPLE PAYMENT CHANNELS
REVENUE OPTIMIZATION TOOLS
NO-CODE - LOW CODE IMPLEMENTATIONS
ONLINE DISPUTE RESOLUTION (ODR) FOR CHARGEBACKS
DEDICATED INTEGRATION DEVELOPER PORTAL
CONSOLIDATED SETTLEMENT AND REPORTING
VELOSIMO PARTNERSHIP FOR INTEGRATION SUCCESS
AUTOMATED AND INTERACTIVE SUPPORT TOOLS
HOW TO CONNECT WITH US
CREATING AN
OMNI-CHANNEL EXPERIENCE
Any Payment / Any Channel / Anytime! Forte’s Payments Platform as a Service allows Miami Beach the ability to leverage one platform that does it all.
DIGITAL
ON-THE-GO
IN-PERSON
BACK OFFICE
FORTE CHECKOUT 2.0
payment forms with Forte Checkout.
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WEBSERVICES
platform- and language-independent.
BILL PAY & IVR
simple-to-integrate payment portal.
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FORTE.JS
a Forte.js single-use token.
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Kiosk Tablet with POS terminal setup, Bill Search and Checkout
Standard kiosk designs that can accommodate a wide array of configurations
INTEGRATIONS
AUTO PAY
SCHEDULE PAY
AUTH
EBILL & TEXT TO PAY
NOTIFICATIONS
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
What are Forte’s integration types/strategies; and how does this fit with the Velosimo Partnership?
Velosimo provides off-the-shelf technology connectors built specifically for government agencies. They support agencies that require technology development assistance, in particular, for back-end solutions that have limited integration options. The Forte / Velosimo partnership allows agencies to continue using their current software systems (iNovah, Tyler, ePlan, etc) in a fully integrated manner with CSG Forte payments by leveraging Velosimo’s “connector” as a data integration adapter. This allows the City to select the best-in-class payment processing without sacrificing precious data automation and workflow.
How will the chargeback ODR process differ for Gateway vs. direct acquirer processing?
As a direct acquirer CSG Forte provides an online chargeback dispute management module that allows merchants to track, respond, and upload documentation. By digitizing this process and providing highly visible tracking tools our customers can be timelier and more accurate in responding to chargebacks; and this helps increase the probability of a chargeback being reinstated on behalf of the merchant. CSG Forte also does not immediately initiate callbacks. We allow the chargeback process to reach resolution. If a chargeback is not reinstated, we provide notice to our customers prior to initiating the recovery of funds. Alternatively, when CSG Forte operates as a gateway chargeback disputes must follow the process of the direct acquirer that is being used. Although the merchants that require a gateway will still have access to our online tools for reporting, research, and gathering of the needed information to respond to a chargeback through the acquirer established process.
What experience does Forte and Velosimo have in dealing and achieving integration success with Tyler Technologies and their approach of directing customers to OpenEdge and Bridgepay?
Unfortunately, and like several other payment processors in the government merchant processing industry, Tyler Technologies has been steadfast in its strategic direction to limit payment integrations to BridgePay and OpenEdge. This is despite several large government merchants lobbying with Tyler to allow and support integrations with their preferred payment processing partners. That said, Forte does maintain a grandfathered integration with Tyler Munis.
Is Velosimo a Forte company?
Velosimo is not a part of CSF Forte. Velosimo is a technology company that focuses solely on integrating disparate and often competitive systems; effectively serving as a data integration “Switzerland.” So, it is important that Velosimo maintains independence from the companies it works closely with for integrations. CSG Forte has an established a partnership with Velosimo to help solve payment integration gaps that occasionally plague our customers.
How will the settlement process differ for Gateway vs. direct acquirer processing?
CSG Forte’s settlement occurs on the second business day after the transaction is made. So, for example, if a payment is made on a Monday the funds would hit the City’s account on Wednesday. Additionally, credit card settlements are consolidated across all card types in one deposit and eCheck settlements are consolidated in another deposit. When CSG Forte serves as a gateway the acquiring processor will determine the settlement process, not CSF Forte.
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