MFM Mobile Banking M3 Admin Tool CU SOLUTIONS GROUP Power of M3 - - PowerPoint PPT Presentation

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MFM Mobile Banking M3 Admin Tool CU SOLUTIONS GROUP Power of M3 - - PowerPoint PPT Presentation

Sep 18, 2022 111 likes •452 views

MFM Mobile Banking M3 Admin Tool CU SOLUTIONS GROUP Power of M3 M3 provides an easy-to-use administrator interface with effective tools that enable comprehensive mobile management. The feature set includes: Administrator management

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MFM Mobile Banking M3 Admin Tool

CU SOLUTIONS GROUP

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Power of M3

M3 provides an easy-to-use administrator interface with effective tools that enable comprehensive mobile management. The feature set includes:

  • Administrator management
  • User and Group management
  • Messaging through email or secure messaging
  • Graphical user statistics
  • Activity logs
  • Financial Institution Management - PayPal

CU SOLUTIONS GROUP

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Main Page

Featured functionality includes:

  • Manage Groups
  • Manage Users
  • Administrator Access
  • Statistics
  • Left side bar

functionality for messaging, emails, SMS and more

CU SOLUTIONS GROUP

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Administrator Access

Super Admin access includes add/delete/view activity and edit all admins Admin access: admins can only view their logs

CU SOLUTIONS GROUP

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Group Management

CU SOLUTIONS GROUP

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User/Group Management

Featured functionality includes:

  • Create new user groups
  • Delete users
  • Email address changes
  • Manage security/MFA
  • Drop expired OTPs
  • Remove Client UID

CU SOLUTIONS GROUP

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Queries

Perform database queries to search for specific criteria

  • Registration reporting after

launch and marketing campaigns

  • How many devices are

accessing your app

  • Device types that are using

your app

  • Search member usage by

zip code or city.

CU SOLUTIONS GROUP

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Create Groups

Create groups for target messaging or marketing. Use case: Communicate updates on credit union integration with Apple Pay. Task: Create a group of iPhone users who opt in to receive MFM alerts. Action: Select appropriate PFM tool

CU SOLUTIONS GROUP

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Create Groups

Task: Create a group of iphone users who opted in to receive MFM alerts. Action: Select device version (code descriptions provided by Access Softek)

CU SOLUTIONS GROUP

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Create Groups

Query filters are shown, along with results ① Save query as a group for future communications ②

① ② CU SOLUTIONS GROUP

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Create Groups

Name the group, describe the filter and click OK ① All groups are filed by group name with create date for future use②

① ② CU SOLUTIONS GROUP

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Communicating with Members

CU SOLUTIONS GROUP

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Reach your Members

M3 provides several channels to reach your mobile and online banking members, either through broadcast messaging or strategic, select messaging:

  • Email messaging
  • Secure Messaging
  • SMS Advertising
  • SMS Alerts

CU SOLUTIONS GROUP

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Email Messaging

  • Communicate news, alerts, or promotional offerings.
  • Email addresses are obtained when members sign in to online banking

for the first time.

  • Advantage: Users don’t have to log into their WAP or app accounts in
  • rder to receive an update or alert.
  • Emails formats that can be sent through M3 include text, HTML, and

MHT.

CU SOLUTIONS GROUP

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Email Messaging

CU SOLUTIONS GROUP

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Secure Messaging

M3 messages are sent between M3 secure server and the enrolled user , so M3 messages are immune to email phishing. Types of secure messaging include:

  • Broadcast – Outgoing messages to all users (news, promotions, etc.)
  • Incoming – From users via the app
  • Auto-reply message scripts can be created until staff can provide

custom response

  • Personal – Outgoing messages sent to select users

CU SOLUTIONS GROUP

16

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Messaging

CU SOLUTIONS GROUP

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Broadcast

CU SOLUTIONS GROUP

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Manage Incoming Messages

Manage inbound messages from members through your mobile channel Reply to members Manage admins for messaging quality

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Manage Incoming Messages

CU SOLUTIONS GROUP

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CU SOLUTIONS GROUP

Reply to Incoming Messages

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SMS Messages

Balance Change Alert

  • Text Banking
  • Alerts: Low Balance, Balance Change, Daily Summary (Opt-in functionality for members)
  • Advertise

CU SOLUTIONS GROUP

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Reporting

CU SOLUTIONS GROUP

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Reporting

CU SOLUTIONS GROUP

Provide statistical and graphical reporting on member activity to senior management.

  • Manage by report type
  • Manage by group type
  • Determine time intervals
  • Hourly, daily, weekly, monthly, quarterly,

annually Manage marketing effectiveness Manage SMS alerts activity Determine app effectiveness

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CU SOLUTIONS GROUP

Reporting Sample

  • Number of

users using MFM App

  • iPhone users
  • Daily interval
  • ver month
  • Graphs can be

saved as files

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CU SOLUTIONS GROUP

Reporting Sample

  • User Activity
  • All users
  • Monthly usage,

reported over year

  • Description of report

included

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PayPal Administration

CU SOLUTIONS GROUP

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CU SOLUTIONS GROUP

Rule Configuration

Effective risk management through rule configuration: Credit Union determines rules that govern member behavior: max amounts, max amounts per sender/recipient, max allowed per day.

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CU SOLUTIONS GROUP

Daily Settlement Reports

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CU SOLUTIONS GROUP

Settlement Reporting

PayPal will settle daily. If report is not received, Access Softek will manage issue resolution.

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CU SOLUTIONS GROUP

Security Reporting

Manage rule violations through daily reporting.

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CU SOLUTIONS GROUP

Transaction Reporting Categories

Easy to read, easy to manage daily transaction summaries

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CU SOLUTIONS GROUP

Transaction Logs

Manage all member transactions for daily settlement accuracy.