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

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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

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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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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.