CEDAR CX - CCM & Web/Mobile Servicing Platform
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For Vendors
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Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
Our Approach Is Simple
From a single integrated CX Servicing Platform, deliver all the critical technologies and services necessary to enable the Digital Transformation of Enterprise Customer Communications Management (CCM) and Digital to Personal Servicing activities. From system or on-demand documents to real-time bi-directional alerts, web consents, and Web/Mobile Servicing – the Customer Experience (CX) is all about clear, compliant, and customer-relevant information, integrated with easy-to-use servicing options, and available across all service events and channels.
Our Technology Is Not
What differentiates CEDAR is our Component-based Platform Architecture that integrates the key technologies required to implement the digital transformation described above and managed by non-technical client stakeholders, at a service event level (e.g. Statements, Bill to Pay, Collections, Digital Enrollment and Welcome Kits, End of Term, SPOC, etc.).
Using proprietary and select best-in-class Third Party technologies, our CX Platform is built on a Java, Oracle, and Linux foundation; using a Common Data Model, Work Engine and Governance Array; delivered as a Hosted Managed Service in an SSAE 16 SOC 2, PCI, and HIPPA Compliant environment; enabling the following key feature/functions:
• API integrations to multiple legacy and third-party systems for real-time, web, and file-based data
• Thin Client Tools for agile workflow and change management by non-technical stakeholders
• ECM Resource Libraries to digitize and store all communication resources for rules-based inclusion in all communications across all servicing channels
• Rules Engines to enable variable content and workflow automation of CCM and Servicing “Use-cases”
• Process Governance – End-to-End Reconciliation/Approvals, Service Compliance, Change Audit Control
At CEDAR, Data is the fuel the powers the Workflow Engine that drives the CX-CCM Platform
Component Technologies Include: APIs - Enterprise Communication Content Management (ECM) - Profile, Preference & Consent Management - Omni-Channel Output Composition - Delivery (Print & Mail, Email, SMS, Social, Secure Interactive PDF) - Archive (from changelogs to communications and delivery information) - Agent and Customer Web/Mobile Services - Administrative Services
SSO/API Libraries • System Data Input & Retrieval • Message Delivery Triggers • Content Import/Export • CRM System APIs • Real-Time APIs
Data Normalization/Aggregation • Common Data Model • Batch File, Web Service Input • XML, CSV, EDI, TXT, AFP, TIF, PDF • Transactional Document Data • User Profile & Preference Syncs
ECM - Communication Resource Libraries • Content - Any Binary File Type Upload • Full-Text Search or Folder View • Review, Approval, Publish • Content & Rules Management • Letter & Campaign Management • CMS, Web, Export/Import APIs
Letter Management • System-Triggered & On-Demand • WYSIWYG Designer with Forms • Version Control Review & Approve • Proofing & Real-Time Publication • Statements, Letters, Invoices, Messages
Campaign Management • WYSIWYG Designer w/Forms • Print, Email, SMS Options • Proofing, Delivery Throttling • Tracking, Reporting, Dashboards
Alerts & Notifications • Email, SMS, Web Splash at Sign-in • Payment Due, Near Due, Past Due • Payment Scheduled, Processed, Cancel • Open and Click Tracking
• Profile, Preference & Status Changes
Reporting & Analytics • System Control Reports • Management Scorecard Reports • Payment & Activity Reports • Usage & Activity Dashboards
Template Management • Template Libraries - Channels • Document, Email, Mobile, Web, SMS • Version Control Review & Approve • Proofing Test Management
Omni-channel Composition • PDL, PDF, iPDF, JSON, HTML5 • Delivery Address NCOA/CASS • Data Extracts, MRDF, Indexes
Omni-channel Delivery • Print, Email, SMS, Mobile, Web, Fax • Delivery Optimization • Tracking, Retry, Reporting • IMb TracingTM, Open, Opt-Out • Certified Mail/FedEx
Communications Archive • Documents, Messages, Activity • Content, Profile, Preferences • PDF, TIF, XML, TXT, JSON, etc. • SSO & RESTful API Access • Single Source all Communications • Statements, Letters, Emails, SMS • Deliveries & Payments • Reports, Extracts, Job Tracking
Extensible Services • Custom Input Data Formats • Custom Composition Output • Custom Process Workflow • Custom Business Rule Workflows • Custom Event Communications
Agent Servicing Tools • Role-based Service-On-Behalf-Of • Communications Sent & Redelivery • Profile & Preference Updates • Payment Scheduling & Management
• Web Services Update
Digital Self-Servicing • HTML5 Presentment and Transactions • Digital Forms – Outbound and Inbound • Profile & Preference Updates • Payment Wallet & Scheduling
Tracking & Reporting • All Input, Delivery & Activity • 30+ Standard Control Reports • 20+ Management Reports • Data Warehouse BI Access
Administration Portal • User Access & Role Management • Job & Delivery Tracking • Content Management • Agent Servicing Tools
Response Management
Customer Response Management • Rule-Driven Broadcast at Sign-in • Account Alerts on Splash Page • Secure Two-Way Message Center • History of all Deliveries
Native Mobile App • Optional Hybrid App Wrapper • Notification Services • App Store Management • GPS
Enrollment & Onboarding • New Customer Online Enrollment • Terms & Conditions Management • Profile & Contact Info Setup • Login Credentials Establishment
Electronic Payments • ACH/Debit, Prepaid Card • Payments Wallets – Web/Mobile • One-Time, Recurring Scheduling • Convenience Fee Assessment • Payment Amount & Calendar Rules • Amounts, Messages, Remittance • Rule-Driven Ads, Messages, Insert • Convenience Fee Management
Key Features
• API integrations to multiple legacy and third-party systems for real-time, web, and file-based data
• Thin Client Tools for agile workflow and change management by non-technical stakeholders
• ECM Resource Libraries to digitize and store all communication resources for rules-based inclusion in all communications across all servicing channels
• Rules Engines to enable variable content and workflow automation of CCM and Servicing “Use-cases”
• Process Governance – End-to-End Reconciliation/Approvals, Service Compliance, Change Audit Control
Key Benefits
Deliver a truly personalized omnichannel servicing experience that enables your customers to communicate with you when, where, and how they prefer.
- Enhance Customer Experience
Turn untimely dated, ugly, disjointed, generic communications into attractive, modern, personalized, real-time interactions - Reduce Costs
Turn scattered, manual, costly, print creation/distribution into unified, aggregated, automated, low-cost digital platform - Ensure Compliance Governance
Turn fragmented slow, chaotic, unmanaged processes into fast, organized, auditable services
