Fiserv Executive Training Deck_6.26

A complete ACH solution for merchants of any size

Agenda

1

Introduction to CSG

2

The value of ACH

3

Referral Process

4

Revenue Share

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

Another way to unlock merchant value and revenue What this partnership gives Fiserv leaders to deploy across the region.

MODERNIZATION WITHOUT DISRUPTION

ONE INCREMENTAL REVENUE

EXPAND INTO ACH-HEAVY VERTICALS

Layer modern ACH and embedded payments onto the merchants Fiserv already serves.

New revenue streams across the regional book — additive, not substitutional.

Move into segments where ACH and embedded payments matter most.

BACKED BY A CREDIBLE PLATFORM Modern, scalable, and battle-tested across 40+ years and 900+ clients.

CSG Confidential

5

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.

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

CSG Confidential

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

Input merchant information to dedicated landing page

CSG Forte team works the lead to determine needs

Merchant completes application and underwriting process

Application tracking available in Dex for administrators

Fiserv receives commissions for processing merchant accounts

Fiserv Business Consultant

CSG Forte Channel Sales

Merchant

Fiserv System Admins

Fiserv

CSG Confidential

8

Coach to a repeatable sales motion The practical tools RVPs can put in Business Consultant hands today.

Referral landing page

Channel sales support

Talk tracks BCs can use immediately in qualifying conversations.

Fast, low-friction lead submission — minutes per referral.

Pricing, scoping, and solutioning handled by CSG Forte.

Admin Dex visibility

Training decks & demos

Always-on support

Track progress, activations, and pipeline conversion.

One-pagers, recurring support channels, and live enablement.

Merchant fit criteria

Our team will work to unblock any issue

CSG Confidential

Let’s put this partnership to work Help your teams turn partnership value into pipeline by promoting CSG Forte ACH processing where it fits best.