1. Prepaid Financial Services (PFS)
Prepaid Financial Services (PFS)
Council Presentation
November 2017

2. Contents Introduction Current Status The Role of Account Management
Introduction
Current Status
The Role of Account Management
Challenges Faced
Next Steps
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3. Introduction Lorraine Buhagiar – Head of Account Management
Hayley Moran – Senior Account Manager
James Schlieff – Head of Sales
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© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence

4. Current Status
Currently managing relationships with 77 live Councils and Managed Accounts
There are a further 28 Councils in the pipeline that have gone live or about to go live
In addition we have seen significant growth in our NGO and Government programmes in other territories
Account Management team expanded to 8 
Opened office in Wilmslow to support our Council Clients in the Midlands and the North more easily
Currently undergoing handover of Accounts
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© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence

5. Role of Account Management
Your representative within PFS
Any escalation relating to any department
Access requests
New programme requests
Change requests
Maintain and share Issues Log
Quarterly meetings
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© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence

6. Challenges & Resolutions
Completed within deadlines set by exiting providers – ensured clients retained an operational platform.
Increased internal resources in all areas.
Employed resources with specialist knowledge & opened Northern office.
Continually improving and streamlining internal migration processes
Continue to review and invest in our systems to ensure futureproof
Challenge - PFS
Timescales – Exiting Providers
Volume of Migrations
Internal Resources
Knowledge - Managed Account Providers and Council Programmes
Data Migration Processes
Platform Stability & Security for Users
© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence

7. Challenges & Resolutions
Identified key areas of differences and key features required by clients
Development pathway established to enhance platform capability
Enhanced communication procedures - Monthly Bulletins, system announcements
Challenge - Clients
Migrating Clients expectations
System & Platform Differences
Client Communication
Cardholder Support – Enhanced Security
© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence

8. Next Steps Deliver Enhanced Reporting
Face to Face Meetings – target all clients in next 3 months
Continued Implementation of Key system Developments
© 2017 Prepaid Financial Services | Corporate Overview | Commercial in Confidence