Co-op/MDF
CCI’s fund management solution enables you to effectively run your Co-op and MDF programs on a global scale. CCI’s configurable solution allows you to manage complex global programs that support your guidelines and funding models, even as those parameters change. End–to-end automation of prior approvals, claims and payments gives you full visibility of marketing activities and expenditures for improved ROI – by partner, geography, budget, product and more. CCI’s fund management solution can also manage roll-off funds and provide triggered notifications to appropriate partner and client stakeholders.
ROI metrics reflect your success criteria for each activity. Related reporting covers both forecasted and actual metrics and enables the review of program performance at the critical stages of funding approval and program conclusion, among others. Reporting allows you to review and compare the ROI of all approved activities, fostering best practices for program design and operations benefitting both you and your partners.
The integrated payment engine allows administrators to efficiently perform partner reimbursement for all approved claims across a variety of reimbursement vehicles (including credit memo, check, ACH, wire transfer and more). In addition, each partner can manage their payment preferences within the application—including banking information, payment method, currency preferences, and routing details. This feature streamlines the administrative process for global programs partner reimbursement, and accelerates the remittance process for your partners—helping them to better manage their cash flow and encouraging program utilization.
For more information about Fund Manager Express, our pre-configured, quick deploy solution, click here.
- Create and approve comprehensive marketing plans to provide transparency in activities, spending and goals
- ROI metrics assigned to each activity allows marketers to evaluate and compare both forecasted and actual program performance
- Flexible approval models conform to your business rules
- Automated notifications streamline administration for all stakeholders
- Multiple fund allocation models to accommodate both accrual and discretionary programs
- Multi-lingual and multi-currency with roll-up reporting
- Integrated payment tool streamlines partner reimbursement processes across a variety of remittance types
- Used in conjunction with the CCI Marketing Planner, track how your Co-op/MDF investment aligns with your partners’ strategic marketing direction

