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Supplier RFI & switch
Slot Forest above your supplier. Swapping a KYC, AML, PSP, or custody provider becomes a configuration change, with old and new running in parallel through cutover.
Forest sits between your team and your suppliers. Once in place, evaluating, parallel-running, and switching providers happens at the configuration level. Each future switch is smoother than the last.
Forest sits between you and your suppliers
Every provider call is a configured step. Replacing the provider behind a step does not change the workflow your team and your AI agents run on top.
Parallel-run old and new
Route part of the traffic to the new supplier, compare outcomes against the incumbent, ramp up confidence before cutting over. Same workflow, two routes.
Add Forest at the switch moment
If Forest is not yet in your stack, the switch itself is a clean moment to slot it in. The new supplier plugs into Forest as a configured step; the old goes the same way until retired.
Workflow and audit stay with you
Cases, approvals, comms, and the audit trail live in Forest. The provider behind the step changes; the regulator-ready bundle keeps its integrity across the switch.
Agentic detangling
Your AI agents pick up routine work from the new provider as soon as it goes live. Human reviewers focus on the migration edge cases and the RFI shortlisting.
Every next switch is easier
Once Forest is the abstraction between your team and your suppliers, the next provider change (or addition) repeats the same parallel-run, cut-over, retire pattern. Less risk every time.
Built for switch moments
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One workflow, any supplier behind it
Forest sits above your supplier as a configured step. The case, the audit, and the customer view stay the same before, during, and after the change.
Two suppliers, in parallel
The new provider takes a fraction of traffic while the incumbent handles the rest. Your team compares outcomes, ramps confidence, and cuts over by configuration.
Compounds with every change
The next provider switch, addition, or jurisdictional shift uses the same pattern. Each cycle is shorter and less risky than the last.
Vendor agnostic
Frequently asked questions
You still have question ?
Book a conversation with a forest expert
Can I run an RFI on Forest?
Yes. Forest provides a workflow template to track vendor candidates, response evaluations, and shortlisting decisions next to the operational data the new provider will eventually serve. Your team adapts the template to your sourcing process.
Can I run the old and new supplier in parallel?
Yes. Each workflow step picks the provider it calls per rule (customer segment, jurisdiction, percentage routing). Run the new supplier on a fraction of traffic, compare outcomes against the incumbent, expand confidence, then cut over.
Do I need to be on Forest before I can use it for a supplier switch?
No. The switch itself is often a clean moment to slot Forest in between your team and your suppliers. Forest connects to your data through datasources and to the providers through MCP connectors. The new pattern is in place by the time the switch happens.
What changes in my workflow when I switch suppliers?
Only the provider behind the configured step changes. The workflow design, the case data, the audit trail, and the customer view stay the same. Your team and your AI agents work the same way before, during, and after the switch.
What about the audit history from the previous supplier?
Forest records every call to every provider at the record level from the moment it is in place. Provider responses, approvals, and decisions are logged from that point forward and stay intact through any future switch.
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 at the point where its service is called, and the response is logged back to the case. Data stays in your systems of record.
