Who is EnableSoft? ›Innovator in automation software solutions since 1995 ›Developer, marketer of Foxtrot software ›Nearly 500 customers | Over 130 Fiserv.

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Presentation transcript:

Who is EnableSoft? ›Innovator in automation software solutions since 1995 ›Developer, marketer of Foxtrot software ›Nearly 500 customers | Over 130 Fiserv Premier Institutions ›One-third of top 1,000 / One-half of top 100 financial institutions

Who We Help? ›Focused on increasing efficiency within their organization ›Tasked with completing large projects | Core conversion, Data/Card breaches, etc. ›Overburdened with mundane processes | Address updates, Adjusting limits, etc.

Foxtrot: Your Digital Employee ›Software that eliminates the burden of manual & unstructured data processes ›Works in the presentation layer of most applications just like a person ›Empowers teams to automate their own data challenges today – no coding or programming ›Add staff without adding staff

Your Options: How It’s Done Now M.U.P. Custom Programming Outsourcing

A Better Option: Foxtrot ›Easiest, Fastest Option ›Total Accuracy ›No manual effort / programming ›Learn and implement immediately ›On-call Support / Professional Services

Case Study: Card Breach Response ›$500 Million bank had 900 cards compromised in Target breach (December, 2013) ›Lowered spending limits (from $3,500 to $1,500 for PIN / $0 for signature transactions) ›“Hot Carded” and issued new cards. Old cards were cancelled after 30 days. ›Auto-notified customers via mail & and added notes to accounts

›Reissued cards at a rate of 6/minute without manual effort ›Noted accounts at a rate of 10/minute without manual effort ›Controlled the process and saved money by not outsourcing the work to core vendor ›Minimized loss of interchange income by acting quickly Case Study: Card Breach Response

Case Study: Conversion ›Conversion After Branch Acquisition ›Converted 2,000 DDA / Savings, 200 CD / IRA, 900 ATM Cards, and 1,750 Client Relationship / CRM records ›Product Re-Writes / Re-Pricing ›Sequenced migration of 20,000+ Consumer DDA Accounts through month based on cycle ›Avoidance of multiple programming and testing fees from core provider

Case Study: Fee Assessments and other M.U.P.s Automate officer (responsibility) code changes Manual: Ongoing Automatic: Totally automated process. Significant time savings After FoxtrotBefore FoxtrotProcess Automated assessment of dormant fee to inactive accounts ($1 / account / month) Manual: 3,500 1 week Automatic: Just hours to accomplish + $10,300 in fees collected Automate updates to product codes and overdraft limits based on standard criteria Manual: hours Automatic: 1 hour (94% time savings)

Thank You! Call Us | Send Us an | Visit Us on the Web | enablesoft.com