Engaging campus experience with transaction solutions CACUBO annual meeting

Transcription

1 Engaging campus experience with transaction solutions 2017 CACUBO annual meeting

2 Who we are 2

3 Dedicated to higher education 1,000+ Transaction solution clients Serve 2,100+ clients in 60 countries Staff of experienced professionals and superior customer support Strong national & regional user community 3

4 Industry leader with solid reputation & financial performance Leverage existing hardware on campus for ease of implementation Largest investment in R&D among peers Proven scalability & ability to integrate and interface with systems 4

5 On-campus retail POS Copy/printing Event authorization Tuition payments Laundry Off-campus merchant network Class attendance Video surveillance Door access control Dining Vending ecommerce & mobile payments Financial aid credit balance disbursement 5

6 Off-campus merchant network Dining On-campus retail POS Video surveillance Class attendance ecommerce & mobile payments Vending Door access control Tuition payments Laundry Financial aid credit balance disbursement Copy/printing Event authorization 6

7 Transaction solutions 7

8 Make student purchases quick and simple. Create a cashless campus. Allow students, faculty, and staff to make purchases both on and off campus. Streamline operations by integrating systems to share data and exchange transactions. Increase revenue through credential-based sales of vended products. 8

9 Student Engagement All Across Campus Parking Garage/Lots Authorized access control Cashless payments with Residence Halls campus ID credential Building & room access control Video surveillance Cashless payments for dining, laundry, & vending with campus ID credential Administratio n Building Card production & issuance Integration with SIS, ERP, HMS Classrooms Automated attendance tracking Authorized access control Stadium & Other Events Facilities Cashless purchase of tickets with campus ID credential Authorized access control Cashless payments at concession stands & carts with campus ID credential Fitness Center Authorized access control Cashless payments for vending with campus ID credential Electronic payment of fees Health Center Authorized access Cashless payments & fees with campus ID credential Public Safety Office Command & control center Access control management Video surveillance management Food Trucks, Carts, & Kiosks Cashless & mobile payments with campus ID credential Library Electronic check out via campus ID credential Cashless payments for copies and printing with campus ID credential Electronic fee payments Bursar s Office In-person and mobile cashiering Tuition & fee payment plans Secure payment processing & bill presentment Electronic financial aid credit balance disbursements Mobile Services Campus ID credential online account management Tuition & fee payments ecommerce Online photo submission Food Services Campus ID credential meal plans Attended and selfservice point-of-sale Cashless payment for Book Store vending with campus Cashless payments for ID credential books and merchandise with campus ID credential Management of course materials & general merchandise Automated textbook rental & inventory management Mobile shopping engagement with students Off-Campus Merchants Cashless payments with campus ID credential 9

10 Increase student engagement through innovative technologies that enhance the campus experience Cashless, simple, convenient transactions Quick & comprehensive financial services Integrated & configurable security management Automated, frictionless attendance & events Course materials & retail mix college store solutions Card production, program marketing, & off-campus consulting services 10

11 Transaction solutions Make student transactions quick, convenient, and cashless Choose from on-premise or SaaS deployment method Integrate point-of-sale and accommodate all types of dining and retail locations Configure with flexible accounts, online self-service, and integration with all types of credentials card, mobile, biometrics Leverage existing infrastructure investments Enable students to make cashless purchases with their campus IDs 11

12 Financial solutions Cashnet gives students access to comprehensive financial aid disbursement & payment solutions Get your students their funds quickly and efficiently Offer flexible tuition options to your students Provide financial services that support fundamental access to education for students Reduce the cost of accepting payments Simplify electronic payments across campus 12

13 Security solutions Enable a safe & secure campus with a full suite of security solutions Improve response time with real-time awareness Leverage existing infrastructure investments Fully integrate video surveillance with your door access control Optimize campus security management Manage door access privileges centrally 13

14 Attendance & Events solutions Make classroom attendance and event monitoring frictionless Make attendance frictionless for faculty and students Minimize disruption for faculty with easy set up and on-the-go access Easily authorize access and verify students at events of all types and sizes Allow students to check in to class with a quick tap of their campus credential Use electronic authorization to reduce paper ticketing and manual tracking of access and reporting 14

15 Campus Store solutions Manage course materials and a complete retail merchandise mix Use robust store solutions to operate your independent store Manage a merchandise mix and streamline the inventory cycle Use student-centric mobile solutions to manage and sell inventory, plus create a dynamic shopping experience with push-notification discounts and promotions Extend store hours by processing sales virtually anywhere Expand your textbook market with supplier-independent, innovative course materials management 15

16 Market leadership with decades of experience End-to-end card production management Card services Competitive pricing Top quality long-life materials and production Convenient services Real-time card activation, online photo submission 16

17 Credential technology types Card Mobile Biometric 17

18 Mobile credential Dining Copy/Laundry Access Control Vending Campus Events Bookstore/ Retail (On- & Off- Campus) 18

19 Biometrics Security Convenience Athletics & recreation facilities COM closets, data centers Fraud prevention Meal plans, campus services High security Police, biohazard levels, lab environments Security & convenience Residence halls 19

20 Multiple accounts Unit pass and point currencies Meal period and daily controls Weekly, block, declining balance, & credit plans Plans & flexible rules? Unit pass equivalency at retail locations Auto funds search path or tender select Balance inquiry On-demand web admin and batch file loads 20

21 Transaction types Sale Balance inquiry Refund Open to buy Partial approval sale Reversals Authorize & capture Offline/store & forward Terminal batch close E-commerce 21

22 Welcome to the Cashnet Partnership Experience 2017 CACUBO Annual Meeting

23 Our Platform Cashnet partners with campuses to provide smart and secure payment transaction services that integrate with your campus ERP in real time all on one platform.

24 Cashnet by the numbers M $4.6B campuses served students nationwide credit card transactions processed annually $34M 8 9 amount of money managed via payment plan in 2016 number of payment types we accept number of major ERP systems we integrate with 24

25 A Better Experience STUDENTS & PARENTS One place for payments and billing Transaction history Notifications Forms STAFF & ADMINISTRATORS Administrator dashboard to view all activity Customer service tools including user emulation Reporting & reconciliation tools no canned reports Easy access to log files Role-based permissions with various degrees of granularity COMMUNITY & NON-AUTHENTICATED USERS Easy-to-navigate Storefronts for: Parking Permits Events and Tickets Donations Merchandise Checkouts to improve compliance and reduce PCI exposure 25

26 PCI-DSS Certified ELECTRONIC Encryption of sensitive data Encryption of data in transit Password controls Logging TECHNOLOGY Firewalls File integrity monitoring Two-factor authentication Intrusion detection system Isolation of database and application servers CASHNET PAYMENT PLATFORM ENVIRONMENT PLANNING Documentation Procedures Long-term planning PHYSICAL Surveillance Access Control facility design VERIFICATION Annual PCI audits Penetration testing Perimeter scan Internal testing/monitoring 26

27 Integration With Many ERP Systems Cashnet has developed and maintains real-time integration with major ERP System providers, including: Ellucian Banner, Colleague, and PowerCampus Jenzabar EX, JX, CX, TE, and QX/QE PeopleSoft Campus Solutions 9.2 and previous versions Workday Unit4/Three Rivers CAMS Campus Management CampusVue and CampusNexus TopSchool Homegrown, Small, and Legacy Systems 27

28 ONE PLATFORM. ONE PARTNER. EVERY TRANSACTION. ebill epayment SmartPay Payment Plans Cashiering emarket Mobile App erefund 28

29 ebill Simplify bill presentment Automate bill presentment, delivery, and processing on the web Eliminate labor and postage costs associated with printing and mailing student bills Electronically deliver static bills with details that include new charges and payment history Ability to view a bill exactly as a student or payer will 29

30 epayment Make paying easier Offer different payment options, including credit and debit cards, ACH, campus card, 529 plans, and foreign currency Allow students and authorized users to make payments on balances, A/R items, and non-a/r types Accessible via a mobile device with no app to download Leverage our user emulation technology to view a portal exactly how a student does 30

31 SmartPay Reduce the cost of accepting payments Streamline your business office operations while we handle credit card reconciliation, chargebacks, refunds, and voice authorizations Redirect previously paid funds as credit card fees for capital projects, school programs, etc. Offer a toll-free customer service number for students and their authorized third-party payers Operate in conjunction with emarket and epayment 31

32 Payment Plans Give students more ways to pay Create plans with specific services such as tuition, housing, and meals Offer different payment options including credit card, ACH, 529 plans, and campus card Allow fixed and variable plans to help attract and retain students Design and manage the plan to meet your administrative needs 32

33 Cashiering Activate in-person payments Customize to match your campus needs Simplifies end-of-day balancing and reconciliation Quick-click payment processing with option to set up stations anywhere on campus Assists with cash management activities like petty cash, check cashing, and vault management 33

34 emarket Set up online stores Allow users to create, manage, and operate a storefront with its own URL to sell only the items they choose Provide a simple shopping environment with photos, descriptions, and fast and easy payment checkout options Offer a variety of payment tender types, including foreign currency Easily integrate with other campus applications to provide back-end payment processing Allow 24/7 convenient access for your customers via a mobile-friendly emarket website 34

35 Mobile App Accept payments on the go Accept different payment options including credit and debit cards, ACH, and campus card Synced with the Cashnet payment platform to ease reconciliation Use convenient features to easily find payment transactions Increase campus brand awareness 35

36 erefund Make disbursing refunds effortless Provide electronic processing for financial aid refunds Eliminate the need for paper checks and reduce administrative costs Allow your business office to keep track of students who have opted in to receive electronic refund disbursements Provide seamless integration with your ERP systems 36

37