Customer onboarding is a critical step in the fintech industry. Forest Admin provides all the features to run a smooth process, meet regulatory requirements and deliver a stellar customer experience.
Fintech operations teams need to monitor financial flows, detect anomalies, and act swiftly to prevent fraud, money laundering and other suspicious activities: our platform has what you need to build the appropriate tools, be compliant and protect your operations.
Fintech are high-intensity operations, and demand efficiency, from issuing cards to managing wire transfers. Forest Admin centralizes critical actions and information, retrieving, saving and modifying data, with audit trail, without leaving the platform.
Forest Admin’s approval workflows provide a ready-made solution to meet PCI DSS and other compliance standards, like two-step validation. Ensuring a secure safety net for your organization.
Track user activity and performance indicators at a granular level with Forest Admin’s record-level audit trail and visualization features. Because, as a Fintech operator, you know data-driven decisions and operational oversight matter.
Working with Fintech customers, we know how important protecting sensitive financial information is. The whole Forest Admin model ensures no direct access to your data and our platform meets rigorous industry security standards. And yes, we are SOC2 compliant.
Easily automate processes like onboarding and fraud detection with no code. Create workflows from segments that track progress, identify issues, and allow teams to act faster
Simplify multi-step operations by programming them into a single click. Non-technical teams can execute complex tasks efficiently without switching tools
Implement secure two-step validations for critical processes to meet compliance standards. With Forest Admin’s approvals, ensure operational integrity and regulatory adherence
Gain actionable insights by monitoring key metrics at a detailed record level. Stay on top of user activity and make informed decisions with precise data.
Ensure sensitive data remains secure with Forest Admin’s architecture. Visualize and manipulate data without ever exposing it to the platform.
Accelerate process handling, resolve support issues faster, close cases more efficiently and track team performance.
