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

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  User and Group management  Messaging through email or secure messaging  Graphical user statistics  Activity logs  Financial Institution Management - PayPal CU SOLUTIONS GROUP

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

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

Group Management CU SOLUTIONS GROUP

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

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

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

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

Create Groups Query filters are shown, along with results ① ② Save query as a group for future ① communications ② CU SOLUTIONS GROUP

Create Groups Name the group, describe the filter ① and click OK ① All groups are filed by group name with create date for future use ② ② CU SOLUTIONS GROUP

Communicating with Members CU SOLUTIONS GROUP

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

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 order to receive an update or alert.  Emails formats that can be sent through M3 include text, HTML, and MHT. CU SOLUTIONS GROUP

Email Messaging CU SOLUTIONS GROUP

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

Messaging CU SOLUTIONS GROUP

Broadcast CU SOLUTIONS GROUP

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

Manage Incoming Messages CU SOLUTIONS GROUP

Reply to Incoming Messages CU SOLUTIONS GROUP

SMS Messages  Text Banking  Alerts: Low Balance, Balance Change, Daily Summary (Opt-in functionality for members)  Advertise Balance Change Alert CU SOLUTIONS GROUP

Reporting CU SOLUTIONS GROUP

Reporting 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 CU SOLUTIONS GROUP

Reporting Sample  Number of users using MFM App  iPhone users  Daily interval over month  Graphs can be saved as files CU SOLUTIONS GROUP

Reporting Sample  User Activity  All users  Monthly usage, reported over year  Description of report included CU SOLUTIONS GROUP

PayPal Administration 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. CU SOLUTIONS GROUP

Daily Settlement Reports CU SOLUTIONS GROUP

Settlement Reporting PayPal will settle daily. If report is not received, Access Softek will manage issue resolution. CU SOLUTIONS GROUP

Security Reporting Manage rule violations through daily reporting. CU SOLUTIONS GROUP

Transaction Reporting Categories Easy to read, easy to manage daily transaction summaries CU SOLUTIONS GROUP

Transaction Logs Manage all member transactions for daily settlement accuracy. CU SOLUTIONS GROUP