Event Manager

To help you enhance the banking experience and manage customer relationships more effectively, Event Manager from Fiserv combines event monitoring with real-time electronic notification, enabling you to automatically alert customers and staff to key events.

Overview

Event Manager monitors every transaction within your core system and sends your customers and staff secure notices via email, text message or online messaging the moment a designated event takes place. Whether tracking one-time or frequently recurring events, the solution generates an e-alert for each instance. By enabling customers to monitor their own accounts, this convenient solution helps increase customer satisfaction while freeing your support staff from time-consuming and labor-intensive research.

Integration with our Internet banking and mobile banking solutions offers consumer and business customers the convenience of receiving instant updates through their PC, cell phone and virtually any other browser-based mobile device. With Event Manager, these channels can be used to distribute highly effective marketing messages.

Event Manager is fully customizable and easy to use. It’s possible to monitor the same event across multiple accounts, and design requests to monitor only certain types of accounts or customers. Templates simplify the process of designating which events to monitor, such as a low balance or a cleared check, and automatically trigger a response. You select how often Event Manager searches for events, as well as the messages generated in response to each event.

Features

• Customer relationship management: Event monitoring provides your organization with more opportunities to deepen customer relationships, such as contacting a customer to discuss renewal and investment options before a certificate of deposit matures
• Complete security: Event Manager secures sensitive account information by masking account numbers, encrypting all messages and requiring a password to access them
• Service fee opportunities: A set-up fee can be charged each time customers modify an existing event or designate a new event to monitor. You can also generate a service charge whenever a requested search is complete or an event triggers a notification
• Targeted marketing: Offer promotions to your entire customer base or specific customer segments. Combined with other business intelligence solutions, Event Manager can also help fine-tune marketing plans and strengthen relationships
• Email attachments: Further enhance your marketing messages by embedding a link to a website within each email or online message to provide more details about a promotion

For more information on Event Manager and other solutions from Fiserv, call us at 800-872-7882 or Contact Us.