Fiserv Business Consultant Training Deck_6.26

A complete ACH solution for merchants of any size

Agenda

1

CSG Introduction

2

Enablement Tools

3

Referral Process

4

Making the Referral

CSG Confidential

2

Engage, bill and get paid with CSG.

The unified solutions behind the brands you trust

40+ Years in Business

150+ Ecosystem Partners

$195B Payments Processed Annually

900+ Clients Worldwide

70%

Of US households touched annually

CSG Confidential

The ACH network is growing at scale “The ACH Network is not just moving the economy. It’s moving with it”

Kathleen Davis, Federal Reserve Financial Services

$24.1 8.9B T Transactions in Q1 2026 (+4.8% YoY)

Total ACH volume in Q1 2026 (+4.8% YoY)

2.1B B2B ACH transactions (+9.4% YoY)

$135 B

CSG Forte 2025 ACH Volume CSG Confidential

4

ACH as a Growth Engine: Unlocking New Revenue Across the Fiserv Portfolio Our platform is built to meet the ACH needs of every organization.

Property Management

Insurance

Technology

Utilities & Government

Bank & Credit Union

Vendor Payments

Premium collection

Ecommerce

Loan payments

Rent

Claim payouts

Deposits

Agent commissions

Recurring subscription fees

One-time and recurring utility payments

Dues & Assessments

Refund disbursements

Owner Disbursements

Municipal collections

Embedded payments

Tax payments

Software platforms / ISVs

Public service invoices

Invoicing & payment links

Merchant services Commercial receivables Mortgage Payments Payment plans

We offer full stack developer APIs for SMB, Enterprise and ISVs CSG® is a registered trademark of CSG Systems International, Inc. © 2022 CSG Systems International, Inc. and/or its affiliates (“CSG”). All rights WHOLESALE | FINANCIAL SERVICES | HOME & FIELD SERVICES | MEDIA & TELCO | PAYROLL | SUBSCRIPTION reserved.

CSG Forte’s Dex Platform Offering Merchants the opportunity to seamlessly manage payments with a unified solution

Merchants take control of their payment operations

Smart Tools at Merchant Fingertips

Manage the Transaction Lifecycle

Robust Reporting

Verify Funding

Customer Profiles

Dispute Management

API credentials

Dex provides visibility and control across your organization with rolebased permissions and customizable notifications.

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Secure Web Pay 3.0 Modernize hosted payments without changing the core integration

Secure Hosted Experience

PCI-compliant, Forte-hosted payments with a familiar hosted model.

Hosted Integration Continuity

Same hosted unsigned integration as legacy SWP— no core endpoint or flow changes.

Modern UX+ Dex Controls

Mobile-responsive, multi-step checkout with expanded Dex configuration.

Better UX

Clearer policies

Easier branding

Richer fields

Recurring control

More flexibility

Responsive, multi-step checkout.

Themes, logos, and custom labels.

Set frequencies, duration, and start dates.

HTML text and links for policy content.

Text, checkbox, date, and multiline inputs.

Dynamic terms and preset payment links.

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Plug-and-play

BillPay modernization Your portal, your brand

Easily define graphic and contextual elements

Works on any screen size

Offers a great payment experience

All working seamlessly with your existing technology

Get to market faster with a simplified integration

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IVR payments Enterprise-grade phone payment automation

Government Taxes, court payments, permit fees, utilities charges all by automated phone system

Benefits IVR reduces call-center burden while improving payment availability, compliance, and customer convenience.

Lower cost Automates routine payment calls.

Stronger security Secure processing reduces PCI scope.

24/7 access Customers can pay anytime, without hold

Better caller experience Bilingual voice or keypad payments.

Property Management Accept rent or HOA fees 24/7 via phone with no additional staffing

Streamlined operations Automatic posting, less reconciliation.

Flexible configuration Custom scripts, routing, and payment options.

Insurance Collect premiums over the phone at any hour without adding headcount

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More to Win:

Help Merchants Grow Revenue and Cut Down on Risk Fiserv Business Consultants can offer valueadded solutions that improve merchant results and get a bonus round for their bottom line.

Risk and Fraud Monitoring Near real-time monitoring, fraud detection, expert risk guidance.

Deliver value and boost your commissions with services from authentication to fraud protection.

Recovery Services Automated, effortless recovery for transactions that fail due to insufficient funds.

Tokenization Account Verification Reduce your ACH transaction decline rates.

Enable your customers to save their payment info and speed up recurring transactions securely.

CSG Confidential

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Tools that empower Business Consultants These items are available to BCs – the collection can grow based on needs

CSG Confidential

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How it works This is the process for passing leads and what to expect next

Fiserv Business Consultant

Prequalify the merchant as a good fit for CSG Forte based upon provided tools

Fiserv Business Consultant

Input merchant information to dedicated landing page

CSG Forte Channel Sales

CSG Forte team works the lead to determine needs. All solutioning and pricing takes place during this phase

Merchant

Merchant completes application and underwriting process

Fiserv System Admins

Application tracking available in Dex for administrators

Fiserv

Fiserv receives commissions for processing merchant accounts

CSG Confidential

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Landing Page - form Complete the form on the Fiserv landing page if CSG Forte is a good fit for a merchant Industry CSG Forte works with merchants across several industries. Some of our most common are: Utilities Government Financial Insurance Services Banking Telecom Ecommerce Retail Real Estate Non-Profit Education

Key Challenges Looking to offer various payment methods to meet customer needs. Additionally seeing a single source of payment processing truth, in the form of a unified platform.

Business Size We offer full stack developer APIs for SMB, Enterprise and ISVs. CSG Forte can support businesses of all sizes.

Technology A good fit for CSG Forte is looking to modernize their payments tech. They may have a robust tech team, or they could have limited resources and are looking for a low-code integration option.

CSG Confidential

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Ready to grow your payments pipeline?

Bring CSG Forte ACH processing to the table as a smarter way for merchants to modernize payments.