Discover how the transactional and operational dimensions of fintech companies makes Forest Admin the weapon of choice when it comes to building a powerful back office
Interested in learning more about Forest Admin?
14-day OnboardingThe entry into the digital age and the abolition of long standing and established financial procedures has allowed the development of a multitude of new services in the banking industry. A high quality customer-centric approach service combined with a digital first experience involves a near total reorganization of how these neo-banks operate.
In fact, bridging the gap between finance and technology is no easy task and the way these companies approach this challenge will allow those whose execution is the most perfect to gain a real competitive advantage.
A big part of a company's success will reside in its ability to execute faster and better than others. In a fully dematerialized service, internal tools developed towards customer's operations will play a key role in helping you achieve operational excellence.
Gear up your business team
with the back office they deserve without wasting time developing it
Give autonomy to your business teams
with a back office tailored to your operational needs and 100% customizable UI
Scale your operations
without making any compromise on your back office efficiency
Here's a selection of a few use cases for which our fintech clients use Forest Admin the most
Company Sign up
Awaiting Legal Docs
Legal Docs Review
KYC approved
Customer's onboarding is a critical step in the banking industry as companies needs to comply to regulatory requirements in addition to providing a stellar customer experience. KYC processes are there to ensure the onboarding runs smoothly and that each steps are validated before allowing a customer to use the platform.
Features required
Workflows
Segments + Smart Segments
Smart Actions
Spendesk created different segments into Forest Admin to better keep track of their onboarding workflow,. Without a single line of code, they managed to build their own automated segments of their KYC procedure. Their support team can now have an overview of all the users stuck in these different steps and be more proactive in their follow-up.
To learn more about how Spendesk implemented Forest Admin to manage their KYC process, read the case study
It took me literally 1 min to set up my KYC process on Forest Admin and I don’t have to perform old SQL queries into the raw database to access customers’ information.
Maylis Amram
Customer Success manager at Spendesk
Interested in learning more about Forest Admin?
14-day Onboarding
To conform to government regulations, prevent money laundering and the financing of terrorism, fintech companies must monitor their financial flows. Forest Admin provides you with all the features needed to do so.
Features required
Workflows
Segments + Smart Segments
Smart Actions
Summary Views
To track all the financial flows in their database, analyze the data and take action towards fraud prevention, Qonto uses the Forest Admin interface. Germain and Adrien, with the help of their developers team, created several dashboards to help them instantly notice any unusual activity and provide them with the tool to take necessary actions when needed.
To learn more about how Qonto is managing its transaction flow and battling fraud with Forest Admin, read the case study
Forest Admin has helped a lot when it comes to identifying and processing suspicious transactions. Their unique architecture allows our fraud prevention team to approve or reject a transaction without ever switching interface
Germain Michou-Tonning
Director of Operations at Qonto
Interested in learning more about Forest Admin?
14-day Onboarding
Although most of their assets are dematerialized, fintech companies are highly operationally intense. Customer's operations range from simply issuing a new debit card to processing a more complex wire transfer.
Forest Admin allows you to perform these product-specific actions without ever leaving your Forest Admin interface, reconciling all the critical data in a single place and allowing you to push or pull data from other sources when necessary.
Features required
Create Update Delete
Smart Actions
Forest Admin Smart Action makes it really simple for a sequence of actions to be executed with the click of a single button available to non-technical members of the team. We've used it to automate our onboarding approval process. It works great!
Justin Oblak
VP of Engineering at Teampay
Interested in learning more about Forest Admin?
14-day Onboarding
KYB Approval
Manager Validation
Whether it is to comply with PCI DSS internal security protocols or any other compliance requirements, you'll need (sooner or later) to provide a safety net for your organization. Our approval workflow feature have been crafted to perfection in order to address industry standard requirements and comes off the shelves.
Features required
Approval Workflow
Collaboration Module
Following their ACPR accreditation, Qonto had to comply with a number of regulatory rules. In order to avoid any legal infringement, they introduced two steps validation in some of their most critical processes thanks to our Approval Workflow feature.
Interested in learning more about Forest Admin?
14-day Onboarding
KPI Tracking
Customer Health Monitoring
Keeping track of your user activity can be a tedious process if not set-up appropriately. Forest Admin provides you with the right tool to monitor the performance indicators that matter at a record level.
Keeping track of your user activity can be a tedious process if not set-up appropriately. Forest Admin provides you with the right tool to monitor the performance indicators that matter at a record level.
Feature required
Analytics at record level
Interested in learning more about Forest Admin?
14-day Onboarding
When dealing with such sensitive data as financial data, it is of utmost importance to make sure the platform you're using is secure and conform to the industry regulatory requirements. Forest Admin is the first SaaS enabling you to visualize and manipulate your app's data... without ever accessing it!
We’re already working with companies compliant with Industry Standard Certifications
No access to our data was a fundamental element in our technical partner selection. Glad that Forest Admin’s API model fit our requirements.
Steve Anavi
Co-founder & President at Qonto
