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 & email 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 accts. @ 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: 500 records @ 16 hours Automatic: 1 hour (94% time savings)

Thank You!

Call Us | 800.215.9397

Send Us an E-mail | sales@enablesoft.com

Visit Us on the Web | enablesoft.com