Welcome and Thank You for Today’s Opportunity!
MEET YOUR PAYMENTS TEAM
Hai Tran
CSG EVP & CFO
Jeff Kump
President CSG Forte
Josh Budd
Executive Director, Sales
Damany Abernathy
Executive Director, Solution Engineering
Rolando Navarro
Director, Sales
Ana Noble
Senior Customer Delivery Manager
VALUE PROPOSITION
Why CSG Forte – What separates us 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 expertise and understanding of the billing and 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 Republic Service’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 PREFERRED 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 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.
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.
THE POWER OF PARTNERSHIP
Stronger Together to Address Business Challenges
MARKET-LEADING SOLUTIONS AND TECHNOLGY
Evolving customer expectations are changing traditional provider models.
Engagement-designed thinking and architecture built specifically for organizations to modernize and monetize payers through digital experiences.
SINGLE PLATFORM FOR MULTIPLE PAYMENT CHANNELS
NO-CODE - LOW CODE IMPLEMENTATIONS
DEDICATED INTEGRATION DEVELOPER PORTAL
CSG FORTE RECOMMENDED SOLUTIONS
PAYOR ENGAGEMENT PLATFORM
Meet your Payor When, Where, and How They Want to Pay
Technical Walk-out of Payor Journey
NanoSite™ - More than a microsite!
NanoSite™…
- More than a microsite, a NanoSite™ is a short interactive web experience unlike any other online interaction.
- A secure method of presenting and storing customer information, a NanoSite™ is effectively a containerized micro-server unique to each customer in that moment; it only exists while being used.
Digital Engagement Payment Journey
Multi-faceted Capabilities…
- Integrate ability to push SMS and/or Email payment reminders and notifications that offer payment flexibility
- Orchestrate Configurable payment journey’s for one-time, future-dated, and recurring payor engagements
- Automated decline retry logic
- Ability to channel switch payer from one channel to another
- Enables “QR Code Generator” for configurable or static mobile payment experiences
PAYOR ENGAGEMENT PLATFORM DEMONSTRATION
Removing the Friction between the Payor and Your Offices Staff Member with our Live Agent Assist Invoice Generation Solution.
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.
DEX REPORTING & ANALYTICS
Streamline time-consuming payments tasks, monitor transactions in real time and act on insights from analytics.
Gain Control over your Payment Operations.
- Manage the transaction lifecycle – Process one-time or recurring transactions. View and handle voids, reversals, refunds and more.
- Verify funding – Easily view and search for funding details and locate related transactions.
- Dispute management – Manage the full lifecycle of disputes, and view, respond, track and upload documentation.
Smart Tools at your Fingertips
- Robust reporting – Real-time funding and transaction reporting.
- Customer profiles – Oversee customer data with access to contact information, payment details and payment schedule.
- API credentials – Create, edit, suspend, activate or delete API credentials as needed.
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.
DEX DATA SHEETS
DEX INFO SHEET
View this info sheet to learn more about Dex.
DEX REFERENCE GUIDE
POWER OF DEX PLATFORM
Start here to learn the basics of navigating Dex.
1. OVERVIEW
2. TRANSACTIONS
3. FUNDING
LOOK INSIDE
Explore key features of DEX in an engaging interactive format.
DEX – STEP BY STEP
DISPUTE MGMT EXPERIENCE
REVENUE OPTIMISATION
ACCOUNT UPDATER
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.
Payment 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 1: 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, You 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 AI
PAYMENTS
Q&A
Question 1
Answer 1
Question 2
Answer 2
Ask A Question or Make a Comment
Use the form on the right to contact us with your question or comment.
Contact Us
Please contact Josh Budd for further information and support:
