Neobank / BaaS
With Forest, run customer onboarding, AML, disputes, and partner-bank reporting on top of your core. Multi-tenant access included.
Forest is where your team and your AI agents handle the operational layer of your bank, on top of the core and partners you already use.
Customer onboarding at scale
Retail and business customers onboard through your KYC and KYB providers. Risk routing, document checks, and initial sanction screening as steps.
AML at volume
Alerts from Hawk:AI, Featurespace, or Quantexa land in one queue. Your team and AI agents triage, review, escalate, and file from the same case.
Account servicing on the record
Profile updates, limit changes, refund requests, and disputes live on the customer record. Every action logged, every reviewer named.
Partner-bank reporting
Sponsor-bank reports, settlement reconciliation, and treasury statements run as scheduled workflows. Package automatically, review, submit.
Multi-tenant for BaaS
Your client fintechs work inside your Forest with scoped permissions. Consolidated audit across tenants; each one sees only their own data.
Audit on every step
Every action by your team, your AI agents, and your tenants lands at the record level. Regulator-ready bundles export on demand.

Built for digital banking at scale
A complete view per customer
Customer, accounts, transactions, KYC, and prior cases live on the same record. Your team works from one view, not five tabs.
Governance across teams and tenants
Permissions, approvals, and escalations apply to your team, your AI agents, and your client tenants the same way. One audit trail.
Plug into your banking stack
Mambu, Thought Machine, Swan, Treezor, Solaris and your providers fully connected, ready to tap from your workflows. Add a sponsor as a config change.
Plug into your banking stack
Frequently asked questions
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How is Forest different from a backoffice built on Retool?
Forest is purpose-built for regulated operational work. Permissions, approvals, and audit are structural. Multi-tenant support, AI agent governance, and partner-bank workflows are part of the platform, not custom engineering.
How does Forest connect to my core banking system?
Forest reaches your stack through datasources (for systems of record like Mambu, Thought Machine, or Solaris) and through MCP connectors (for calling tools and providers inside workflows). Adding a connection is configuration.
Can my client fintechs operate inside the same Forest workspace?
Yes. As a BaaS provider, you grant each client fintech a scoped role inside your Forest. They see and act only on their own customers; you see consolidated audit across all tenants.
How does Forest handle partner-bank reporting?
Sponsor-bank reporting runs as scheduled workflows. Forest assembles the report from your operational data, runs internal review and approval, and exports for transmission through your sponsor's portal or your eSign tool.
How do you ensure customer data never leaves our environment?
The Forest backend runs inside your infrastructure, alongside your databases. Customer data travels to a provider only when its service is called, and the response is logged back to the case. Data stays in your systems of record.

