WhoisCSGForte? CSGForteisasingle,scalable,end-to-endpaymentsolutionplatform thathelpsbusinesses simplifyandoptimizepaymentsacrosschannelswhileimprovingcustomerexperience.With 25+ yearsofexperience,CSGForteprocesses260M+transactionsannually,supports175,000+ merchants,andmanages$195B+inpayments.
CSGFortesupportsbroadpaymentsmix,including:-onlinepayments,-ACH,-credit/debit cards,-digitalwallets,-IVR/over-the-phonepayments,and-in-personpaymentswithcard readersandPOSdevices.
CSGFortealsooffersend-to-endcapabilities,EMV-enabledterminals,acloud-basedpayment operationsplatform,customizablehostedpaymentforms,andRESTAPIwebservices for softwareintegration.
WhydoesthismatterforFiservBusinessConsultants? • Fiservservesabroadmixofcustomers,including:
o Smallbusinessesthatneedall-in-onesystemstoacceptpaymentsandmanagetheir business
o Enterprisesthatneedomnichannelcommerce,billing,andpaymentsolutions
o Softwareproviders/ISVsthatwanttointegrateandmonetizepayments
o Publicsectororganizationsingovernment,education,andutilities
o Financialinstitutionsfocusedongrowth,digitalrelationships,andservingtheir communities
• ThatcustomermixmakesCSGForteastrongreferralpartnerwhenFiservteams encountermerchantsorbusinesscustomersthatneed:
o Betterpaymentacceptance
o ACHorcardflexibility
o Modernintegrations
o Betterreportingandvisibility
o Fasteronboarding
o Amorescalablepaymentexperience
WhoisagoodfittorefertoCSGForte? 1.Smallbusinessandmid-marketmerchants-Businessesthatwantasimplerwayto acceptpayments,managemultiplechannels,ormodernizehowcustomerspay.
2.Largemerchantsandcorporates-Organizationswithmorecomplexbilling, omnichannelorhigher-volumepaymentneeds,especiallywhereACH,invoice-based payments,orworkflowautomationmatter.
3.SoftwareprovidersandISVs-Platformsthatwanttoembedpayments,improvethe paymentexperience,orcreateadditionalvaluethroughintegratedpayments.
4.Publicsector,educationandutility-relatedorganizations-Organizationsthatneed secure,scalablepaymentoptionsforcitizens,payerorcustomertransactions.
StrongIndustryFits Strongfitsignals AmerchantismorelikelytobeastrongfitforCSGForteifoneormoreofthesearetrue:
➢ Theyneedamoreunifiedmulti-channelpaymentsapproach.
➢ TheywantflexibilityacrossACH,cards,wallets,phone,orin-personpayments.
➢ Theyneedbetterreportingandvisibility.
➢ Theywanttoreducecomplexity,lowercosts,orimprovepaymentperformance
➢ Theyneedflexibleintegrationoptions.
AdvancedIntegration&PartnershipScenarios Inadditiontostandardreferrals,CSGFortesupportsadvancedpaymentpartnershipand integrationmodelswithFiserv.
Examplesinclude:
➢ ISVorsoftwareintegrations
➢ Sub-referralorpartner-ledmerchantprograms
➢ Bank-developedorin-housesoftwareintegrations
➢ ACHworkfloworoperationalcustomization
➢ ExpandedACHprocessingorODFI-relatedopportunities
Theseopportunitiesmayrequireadditionaldiscovery,technicalreview,orimplementation planning.EarlyengagementwiththeCSGForteChannelSalesteamisrecommended.
FiservBusinessConsultantsshouldnotassumenon-standardintegrationsare unsupported.Prospectswithuniquepayment,software,oroperationalneedsshouldstill bereferredforevaluation
Quick-Reference:CSGForteSolutionsbyMerchantNeed
FiservBusinessConsultantRole HowtopositionCSGForte CSGFortehelpsbusinessesacceptandmanagepaymentsmoreefficientlyacrosschannels,with theflexibility,reporting,securityandsupportneededtogrowwithoutaddingunnecessary complexity.Keepthemessagesimpleandoutcomesfocused.
“Weworkwithcustomersacrosssmallbusiness,enterprise,softwareandotherbusiness segments,andwhenpaymentsbecomeafrictionpointorgrowthopportunity,CSGForteisa strongpartnertobringin.Theycanhelpsimplifypaymentacceptance,supportACHandcard gatewayusecases,improveintegrationflexibility,andguidemerchantsthroughonboardingand implementation.”
Quickdiscoveryquestions ThesequestionshelpFiservRSArepsqualifyACHopportunities,matchmerchants totherightCSGFortesolution,andcreateawarmhandoff.Select3–4andkeepit conversational:
QualifyingQuestion Suggested Response
Howareyouacceptingpaymentstoday foronline,phone,in-personorinvoicebasedchannels?
Arethereanypaymentpainpoints todayaroundACH,cardacceptance, reportingorreconciliation?
Areyoulookingforbetterintegration withyoursoftware,portal,billingor back-officesystems?
▪ CSGFortehasseveralsolutionsthatenablethatpayment capability.
▪ I’dlovetoconnectyouwiththeirsalesassociatestowalk throughoptionsthatwouldworkbestforyourbusiness.
▪ That'sagreatareatoexplore.CSGForteoffersanomnichannelplatformwithrobustreportingandreconciliation toolsthatgiveyouasingleviewacrossallpaymenttypes.
▪ Manymerchantsfindthissignificantlyreducesmanualwork andexceptionhandling.
▪ CSGForteisagreatfitforthat.Theyofferseveral integrationoptionsincludingadirectRESTAPI, secure paymentcapturewithForte.js,orlow-codehostedpayment formswithForteCheckout.
▪ Theyalsoenableintegrationwithmanythird-partysoftware providers,sotheycantypicallyworkwithinyourexisting environmentratherthanrequiringyoutochangesystems.
Doyouneedmoreflexibilityinhow yourcustomerspay?
▪ CSGForteoffersanomni-channelplatformwithseveral paymentsolutionsthatcanmeetyourneeds.
▪ TheyofferACH,accountverification,andserveasagateway toFiservforcreditcardtransactions.Thisenablesyouto acceptcardande-checkpaymentsthroughtheCSGForte unifiedplatform.
▪ Someoftheirsolutionsincludeelectronicbillpaymentwith fileuploadoptions,text-to-pay,IVRphonepaymentsand hostedpaymentpages
▪ I’mhappytoscheduleademo,whatdatesworkbestfor you?
▪ MajorityofapplicationssubmittedtoCSGForteare approvedonthesameday.
Isonboardingspeed,support,or implementationeffortaconcern?
Arethereanycompliance,verification ordocumentationneedsweshould knowaboutearly?
▪ Dependingonthesolutionyouchoose,implementationcan beasfastasonedayforsimplersetups,uptoafewweeks formorecomplexconfigurations.
▪ Theirteammanagestheprocessendtoendformost solutions,sotheliftonyoursideisminimal unlessyouare integratingdirectly.
▪ It'sgreattosurfacethoseearly.CSGForteoffersbank accountverificationservices,includingreal-timeverification andmicro-depositoptions,tohelpensureaccountvalidity beforetransactionsareprocessed.
▪ Theyalsoofferfraudmanagement,riskscoring,andACH recoverysolutionstosupportcomplianceandreduce exposure.
▪ Ifyourbusinessoperatesinaregulatedindustryorhas specificdocumentationrequirements,theCSGForteteam canreviewthoseduringtheapplicationprocesstomake suretherightcontrolsareinplacefromdayone.
▪ Thatishelpfultoknowearly.CSGFortedoesnotsupporttip ortip-adjustworkflows.
Doesyourpaymentflowrequire restaurant-styletipsupportortipadjustcapability?
▪ IfyourbusinessismorefocusedonACH,invoice,B2B,or standardpaymentacceptanceneeds,CSGFortemaystillbe astrongfitandI’mhappytoconnectyouwiththeirteamto reviewoptions.
“Wealreadyacceptpayments.”
“WealreadydoACHforFreethroughour bank.”
“WhyshouldwetakeACHwhenwe alreadyacceptcreditcardpayments?”
“Howlongdoesittakeformetoreceive myACHfunds?”
“Howlongdoesittaketo getmyaccount setup?”
“WhatpaymentchannelscanACH support?”
“Implementationsoundshardorcomplex, I’mconcerneditwilltaketoolong.”
“Weonlyneedsomethingsimple.”
“WhatcanIexpectintermsofpricing, andhowwillthatbedeterminedformy specificbusiness?”
ThatisexactlywhereCSGFortecanbevaluable;considering acceptingpaymentsmoreefficiently,acrossmorechannels,with betterreporting,security,andscalability.
Forteprovidesamorecompletetechnologysolutionthanmost banks.Typically,thiswouldresultinenrichedreporting,faster reconciliation,theabilitytoassociatemerchantdefinedfieldswith thetransactions,andmuchmore.
ACHtransactionscostmuchlessthancreditcards.Insteadof payingupwardsof2.5%,ACHcanbeprocessedforfractionsofthe cost.
Fundscanbepostedtoyouraccountasquicklyasthesameorthe nextday.Whilewecan’tspeedupthetimeittakesforthe customer’sbanktorespondwithreturns,wecanfundour merchantsmorequickly.
Itshouldtakelessthan10minutestocompletetheapplication. Mostapplicationsareapprovedandonboardedonthesameday thattheyaresubmitted.
WecansupportACHinanypaymentchannel. In-person,online, mail/telephoneorder,etc.
CSGForteoffersmultipleintegrationoptions,hostedforms (paymentpages),APIs,livesupport,andonboardingsupport, whichhelpsreduceimplementationfriction.
CSGFortecansupportthesimplestpaymentneedstomore complexpaymentsetups.
Pricingisdeterminedbasedonyourbusinessneeds,transaction volume,andsolutionrequirements.OurCSGForteteamwillwork directlywithyoutoprovidethemostappropriatepricingand setup,soyou’regettingasolutiontailoredtoyourbusiness
Maketheintroduction
“Ifthislookslikeafit,IcanconnectyoudirectlytoCSGFortethrough ourreferralpath.Theirteamwilltakeitfromthere including solutionfit,onboarding,implementationandthenextstepsneededto getmoving.”
Whenyouidentifyastrongfit,yourgoalistomakeastrongintroductionandhandthe opportunitytoCSGForte,notcarrythepaymentsaleyourself.Bestnextactions:
• Capturethecustomer’scurrentpaymentpainpointsandgoals.
• SharetheCSGForteone-pagerasaleave-behind.
• SubmitthereferralthroughthededicatedFiservlandingpage: www.forte.net/current-partners/fiserv.
• StayengagedasatrustedpartnerbutletCSGForteleadthepayments conversationfromthatpointforward.
• Iftheopportunityinvolvessoftwareintegrations,custompayment workflows,bankingrelationships,oroperationalcomplexity,includethose detailsinthereferralnotessotheappropriateForteresourcescanengage early.
MerchantDemoOpportunities(forSecureWebPay&Dex) • Livewebinardemosareheldtwiceweeklyinagroupsetting
• WebinarsareheldeveryTuesday10-11AMCST&Thursdays2-3PMCST (June30,2026start)
• InteractiveQ&Aformat
• Merchantregistrationrequired Merchantswillregisterforwebinars.Afollow-upcommunicationwillbesentfrom ChannelSalestotheBusinessConsultantforanyonewhoattendedasessionbut hasnotyetsubmittedaleadform.
ReferralHandoffChecklist BeforesubmittingareferraltotheCSGForteChannelSalesteam,confirmthefollowing informationhasbeengatheredfromthemerchant:
✓ Merchantbusinessname,contactname,andbestcontactmethod
✓ Currentpaymentchannelsinuse(online,phone,in-person,invoice)
✓ EstimatedmonthlyACHtransactionvolumeandaverageticketsize
✓ Preferredpaymentsolution(s)ofinterest
✓ Anyknowncompliance,verification,orindustry-specificrequirements
✓ Desiredgo-livetimeline
✓ ProductDemosRequests
SetMerchantExpectations Toensureasmoothhand-offpleaseprovideahigh-leveloverviewofnextstepswiththe merchant.
CSGForteChannelSalesRole&EngagementOverview OverviewofChannelSalesresponsibilities,engagementprocessand standard SLAs
• Lead/contactrequestformispostedtotheChannelSalesrep’sCRM
• ChannelSalesteammemberwillengageprospectviaemailandphone provided
• Thechannelsalesrepwillperformdiscoveryandsolutioning
o Coordinateinternalsolutiondiscussionsforopportunitiesrequiring additionaltechnicaloroperationalreview
o EngageSolutioning,Product,orImplementationresourceswhen advancedintegrationdiscussionsareneeded
• Ifthereisaninterestandfit,pricingisnegotiatedandapplicationsare providedtotheprospect
• Approved/EnrolledapplicationnotificationsareprovidedtoFISERV’sAdmins
• Fortemayreengagemerchantstoensureactivation/productusageifthe merchantsareinactive.
ApplicationsManagement WhatCausesApplicationDelays • Missingorincompletedocumentationorincorrectdata themost commoncause;applicationswithgapsarerejectedandmustbe resubmitted.Thisincludesincorrectdata,wrongorincompleteTINs/SSNs, POBoxaddresses,namemismatches,andsimilarerrors.
• Additionaldocumentrequests—ifidentity,address,phone,orbank accountcannotbeelectronicallyverified,Riskmayrequestsupporting documents(utilitybill,bankstatement,voidedcheck,etc.)andprocessing pausesuntilreceived.
• Higherrequestedlimits transactionsatorabove$250Kpertransaction or$2Mmonthlyrequire2yearsoffinancialsor2monthsprocessing statementsor2monthsbankaccountstatements,whichextendsreview times.
• Escalations OFACalertsorMATCHhitsrequireRiskManagerreview beforeadecisioncanbemade
• Slowmerchantresponse—applicationsarerecalledafter30daysofno responsetodocumentationrequests
WhatCausesDeclines • Failedauthentication iftheapplicant'sidentitycannotbeconfirmed aftermultiplecontactattempts
• OFAC/sanctionsmatch aconfirmedhitresultsinautomaticdecline
• MATCHhit priorterminationforfraud,identitytheft,orchargebacks
• Prohibitedbusinesstype businessmodelsontheProhibitedlistcannot beapprovedunderanycircumstances
• Fraudindicators applicationsflaggedasfraudulentafterauthentication orunderwritingreview
Pleaserefertoourprohibitedbusinesslistformerchantswearenotableto support.
ExpectedResponseTime:Onceadditionalinformationisrequested,merchants shouldrespondpromptly—thestandardSLAforUnderwritingtoactonreceived documentsiswithin24hours.
ContactInformationandAvailability Support ▪ Merchantfunding/payment issues
▪ Delayed processing/reporting inquiries
▪ DexEmailandpassword reset
▪ MerchantAccountClosure
▪ Merchantreconciliation questions
▪ Merchantreturned transactionsorreconciliation inquiries
▪ Merchant Address/phone/email/contact change
▪ QuestionsregardingForte notification
▪ Dataexport
Support
Customer FrequentlyAskedQuestions(FAQ) Q:WhatsolutionsareavailablethroughtheCSGForteandFiservpartnership?
A:ThepartnershipisfocusedonACHpaymentandprocessingsolutions,including ACHprocessing,accountverification,recoveryservices,fraudandrisktools,and CSGFortegatewaysupportforcard-via-gatewayusecases.
Q:Whichproductsarenotincludedinthispartnershipoffering?
A:ThecurrentFiservreferralofferingdoesnotincludesolutionsthatrequireCSG Fortecardacquiring,suchasPOSdevices,PayPal,digitalwallet,surcharge,and split-fundmodels.
Q:DoesCSGFortesupportconveniencefee/cFeemodels?
A:Inlimitedcasesonly.Availabilitydependsonmerchanttype,paymentchannel, andusecase.BCsshouldnotpositioncFeeasastandardFiservoffer;ifrequested, noteitinthereferralforreview
QDoesCSGFortesupportsurcharging?
A:No.SurchargingisnotpartofthecurrentFiservreferralofferingandshouldnot bepositionedassupported.
Q:Dowesupportcashdiscounting?
A:No.Cashdiscountingisnotpartofthecoreplaybook;ifrequested,noteitinthe referralsotheteamcanreviewalternatives.
Q:CanFortesupportISV,sub-partner,orbankintegrationopportunities?
A:Yes.FortecansupportISVintegrations,partner-ledreferrals,andcertainbankrelatedintegrationopportunities.Sharetheseearlysotheappropriateteamscan confirmthebestpathforward.
Q:WhatshouldIdoifI’munsurewhetheranopportunityissupported?
A:Submitthereferralwithasmuchcontextaspossible.TheCSGForteteamwill reviewitandconfirmnextsteps.
Q:Howwillreferralsbesubmitted?
A:ReferralswillbesubmittedthroughthesecureFiservlandingpageandrouted totheappropriateCSGForteteamforfollow-up.
Q:Whathappensafterareferralissubmitted?
A:CSGFortewillreviewthereferralanddeterminethenextstep,whichmay includeadiscoverycall,demo,digitalapplication,orsolutiondiscussion.
Q:Whatinformationmaybeneededupfronttokeeponboardingmoving smoothly?
A:Includeasmuchrelevantdetailaspossible,suchasmerchantnameandcontact info,paymentchannels,estimatedACHvolume,averageticket,preferredsolution, compliancerequirements,andgo-livetimeline.AVARsheetmayalsobeneeded forcardgatewaymerchants.Higher-ticketmerchantsorfasterfundingrequests mayrequireadditionalfinancialorsupportingdocumentation.
Q:Whatarethecurrentexpectationsforfundingtiming?
A:Standardfundingistwo-dayfunding.Ifamerchantwantsnext-dayfunding, theymustrequestitafterenrollmentthroughtherequiredform.
Q:Whichsolutionsmayrequireadditionalimplementationsupport?
A:SecureWebPayv3,IVR,Invoice,BillPay,andTextPayrequireimplementation supportfromtheCSGForteteam.APIandotherintegratedsolutions,including third-partysolutions,ForteCheckout,andForte.js,aregenerallyself-serviceor merchant/third-partyassisted.
Q:Whenmayadditionalsolutioningsupportbeneeded?
A:Additionalsupportmaybeneededforadvancedintegrationsormorecomplex productrequirements.SolutionEngineersmayassistinthosecases.
Q:Howwillstatusupdatesbecommunicatedduringonboarding?
A:Fiservbusinessconsultants(BC)willbekeptinformedonmerchantstatus throughthestandardprocess.ApplicationnotificationscanbesetupwithDex registration.
Q:Whatenablementmaterialsareavailabletosupportthispartnership?
A:Availablematerialsincludethisplaybook,aco-brandeddeck,productonepagers,areferralmarketingguide,alandingpage,androle-basedtraining materials.
