Case Study: Teampay streamlines onboarding approvals with Forest Admin

Teampay - Customer Case Study

Teampay, a fintech company, faces operational intensity with complex customer processes like issuing cards and processing wire transfers. They turned to the vendor Forest Admin and its platform to help manage these data and task-heavy workflows.

Forest Admin provided a solution using its Smart Actions feature, which allows Teampay to automate multi-step processes from within a single admin interface. This specifically streamlined their customer onboarding approval, making it simple for non-technical staff to execute complex sequences with a single click, thereby improving operational efficiency.

Teampay

Justin Oblak

Vice President of Engineering