Fiserv Cobranded Enablement Deck

A complete payments solution for merchants of any size How Fiserv + CSG Forte deliver a more complete payments solution for merchants from SMB to enterprise

Solutions

ACH Acquiring & Processing

Bill Payments

Gateway

Fraud & Risk Management

Embedded Payments & Payment Facilitation

100+ Embedded Payments Partners Acceptance Methods

Services

ACH · Card Gateway

ACH Collection and Disbursement · Account Verification · Authentication · Recovery Solutions · Tokenization · Security and Compliance · PaymentsProtection.ai · Convenience Fee · Faster Payments · Electronic Invoicing with Payment Links · Text to Pay

Omnichannel Delivery

Web

Security and Compliance

Phone (IVR)

Phone (SMS)

Field Service

NACHA HIPPA SSAE SOC1

Level 1 SP

System Integrations

Bill Pay

Payment Platform (Dex)

NO CODE

IVR

SWP

Checkout

Batch Process.

.JS Tokenizer

React Native SDK

Rest API

BESPOKE

ACH Payment Electronic payment made between banks through the ACH network. ACH payment is used for transaction such as: ▪ Direct deposits

▪ Monthly debit ▪ Routine payment

Benefits ACH Payments Many businesses, agencies, and organizations accept ACH because of: ▪ ▪ ▪ ▪

Lower processing fees Fewer declined transactions Convenience for your business Convenience for your customers

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

Take control of your payment operations

Smart Tools at your Fingertips

Manage the Transaction Lifecycle

Robust Reporting

Verify Funding

Customer Profiles

Dispute Management

API credentials

Dex provides visibility and control across your organization with role-based permissions and customizable notifications.

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Secure Web Pay 3.0

Secure Hosted Experience

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

Modernize hosted payments without changing the core integration

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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IVR payments Enterprise-grade phone payment automation

Intelligent routing Instantly identifies callers and balances to streamline the path to payment.

Seamless integration Phone payments post automatically. No manual reconciliation is needed.

Flexible payments Accept all cards and ACH/echecks through the same secure voice channel.

Custom logic Tailor the script to your brand, from simple bill pay to complex account lookups.

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 times.

Better caller experience Bilingual voice or keypad payments.

Streamlined operations Automatic posting, less reconciliation.

Flexible configuration Custom scripts, routing, and payment options.

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Protect the Payments, Preserve The Relationship

Risk and Fraud Monitoring

CSG Forte helps you stay ahead with proactive tools that protect both your business and your customers– which makes for happier customers who stick around.

Near real-time monitoring, fraud detection, expert risk guidance.

Tokenization

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

Account Verification Reduce your ACH transaction decline rates.

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

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Ready to simplify ACH for your business?

Improve cash flow with next-day funding and faster, more reliable payments.

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

The benefits of adding CSG Forte to your stack

Flexible Integration

Payment Options •

• •

Add ACH and verification services alongside credit card processing Give customers more ways to pay Offer a seamless payment experience by any method

• • •

Connect payments to your existing technology Streamline day-t-day operations Reduce manual work

Reliable Performance

Scalable Payments •

• • •

Benefit from 99.99% uptime Rely on secure processing infrastructure Get ongoing support beyond go-live

• •

Support payments as your business grows Match payment capabilities to your transaction needs Optimize costs over time

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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

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

$24.1T ACH volume in Q1 2026 (+4.8% YoY)

Kathleen Davis, Federal Reserve Financial Services

2.1B 8.9B

B2B ACH transactions (+9.4% YoY)

Transactions in Q1 2026 (+4.8% YoY)

Same-day ACH limit increasing to $10M (9/2027)

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