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MFM Mobile BankingM3 Admin ToolCU SOLUTIONS GROUP
Power of M3M3 provides an easy-to-use administrator interface with effective tools that enable comprehensive mobile management. The feature set includes:Administrator managementUser and Group managementMessaging through email or secure messagingGraphical user statisticsActivity logsFinancial Institution Management - PayPal
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Main PageFeatured functionality includes:Manage GroupsManage UsersAdministrator Access Statistics Left side bar
functionality for messaging, emails, SMS and more
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Administrator AccessSuper Admin access includes add/delete/view activity and edit all admins
Admin access: admins can only view their logs
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Group Management
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User/Group ManagementFeatured functionality includes:Create new user groups
Delete users
Email address changes
Manage security/MFA Drop expired OTPs Remove Client UID
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QueriesPerform database queries to search for specific criteriaRegistration 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.
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Create GroupsCreate 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
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Create GroupsTask: Create a group of iphone users who opted in to receive MFM alerts.
Action: Select device version (code descriptions provided by Access Softek)
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Create Groups
Query filters are shown, along with results ①
Save query as a group for future communications②
①
②
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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
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Communicating with Members
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Reach your MembersM3 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
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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 order to receive an update or alert.
Emails formats that can be sent through M3 include text, HTML, and MHT.
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Email Messaging
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Secure MessagingM3 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
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Messaging
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Broadcast
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Manage Incoming Messages
Manage inbound messages from members through your mobile channel
Reply to members
Manage admins for messaging quality
Manage Incoming Messages
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CU SOLUTIONS GROUP
Reply to Incoming Messages
SMS Messages
Balance Change Alert
Text Banking Alerts: Low Balance, Balance Change, Daily Summary (Opt-in functionality for members) Advertise
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Reporting
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Reporting
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Provide statistical and graphical reporting on member activity to senior management.Manage by report typeManage by group typeDetermine time intervals
• Hourly, daily, weekly, monthly, quarterly, annually
Manage marketing effectiveness
Manage SMS alerts activity
Determine app effectiveness
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Reporting SampleNumber of
users using MFM App
iPhone users
Daily interval over month
Graphs can be saved as files
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Reporting Sample
User Activity
All users
Monthly usage, reported over year
Description of report included
PayPal Administration
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Rule ConfigurationEffective 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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Daily Settlement Reports
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Settlement Reporting
PayPal will settle daily. If report is not received, Access Softek will manage issue resolution.
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Security Reporting
Manage rule violations through daily reporting.
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Transaction Reporting Categories
Easy to read, easy to manage daily transaction summaries
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Transaction Logs
Manage all member transactions for daily settlement accuracy.