US Bank Voyager Capabilities Presentation

Transcription

1 US Bank Voyager Capabilities Presentation May 22, 2012

2 Agenda US Bank Voyager fleet card features/functionality review Fleet Commander Online Basic Overview Fleet card implementation requirements Implementation documents review Q & A

3 Corporate Payment Systems

4 Voyager Fleet Systems - A Strategic Resource Over 1.9 million cardholders Over $5 billion in annual sales 170,000 + fuel sites - universal acceptance 60,000+ Maintenance sites universal acceptance Highly adaptable account set-up features Multi-million dollar technology plan Cutting-edge fraud controls Fleet Commander Online account management software Card & Account level controls

5 CORPORATE PAYMENT SYSTEMS Valvoline Instant Oil Change Owned by Ashland, Inc. a Fortune 500 company Established, 27- year business Complete range of prevenfve maintenance services including Fre rotafons at 85% of centers Valvoline motor oils/fluids exceed demanding industry standards Environmental and dexos - compafble oil opfons 15% discount on all parts and services Service controls set up to help control what services are performed on your vehicles Accept Voyager card at all locafons in Texas 36 LocaFons in Dallas/Ft. Worth, San Antonio Temple and Killeen

6 Acceptance and Other Fleet Related Services Mobile Refueling (wet hosing) Nationwide network of mobile fuelers, with data integration for your retail transactions Private Site Integration (Bulk Fuel out ) Use the Voyager card to activate your pumps and capture/integrate usage data with your retail transactions Roadside Assistance Emergency roadside services for your drivers offers: towing, lockouts, jump starts, tire changes, mechanical first aid and fuel delivery

7 Level III Data Capture Accountability Information Capturing Capabilities Savings Odometer (Cost per Mile, Miles per Gallon, Exceptions/Unauthorized Purchases) Driver ID Number or PIN (get the who bought what, when & where with driver name) Line Item Detail (for non-fuel purchases) Merchant Classification Code Fuel Grade Cost per Gallon Sales Tax Number of Gallons Purchase Date and Time Merchant Name Merchant Street Address Merchant City, State, Zip Total Purchase Cost Vehicle ID Account Number $$$$$$ $$$$$ $$$$ $$$ $$ $ Level 1 Level 2

8 CORPORATE PAYMENT SYSTEMS U.S. Bank Voyager Fleet Card Program Account Setup Establish up to 7 levels of organizational hierarchy Create multiple accounts for billing & reporting flexibility Card Setup Tie cards to vehicles, drivers, or untied Prompt for ID/PIN & odometer entry at point of sale Establish weekly/monthly transaction & dollar controls Extend all controls & features down to the individual card level Multiple levels of customer service State of the art call center in Kansas City Experienced technical support, custom report and query teams Merchant group to coordinate additional maintenance vendors Highly knowledgeable Relationship Managers Ability to integrate with bulk fuel programs Full Federal tax exemption processing 1.7% rebate applied to account quarterly (1 st year) No minimum volume.

9 Sample Organizational and Account Structure Tree

10 Product Innovation Card Controls Enhanced Card Controls Authorization tools Fuel only or fuel and other expenses Dollars by day, week, month Transactions by day, week, month Time of day / day of week Hard / soft declines Merchant Category (MCC) restrictions Site restriction by state, city, zip Temporary authorizations Authorization overrides

11 Product Innovation Real Time Data Real-time Data Intelligence Real-time Authorizations Approvals Declines Transaction bypass Combined activity reports Real-time Purchase Alerts and mobile phone alerts Declines and approvals Exceeds dollar thresholds Exceeds transaction thresholds

12 Account Authorization Limits Introduction to Account Authorization Limits Account authorization limits can be set to control where drivers can purchase fuel. Purchases can be limited by blocking/allowing purchases based on: Specific state It is possible to block and allow purchases for specific states. For example, one can allow purchases in Texas and Louisiana only, but block all purchases in the New York, U.S. Virgin Islands and Hawaii. Specific ZIP code For example, one can block all purchases in Boston-area ZIP codes, but allow purchases in Texas-area ZIP codes. Merchant location For example, one can block all purchases for a specific Pep Boys station in downtown Houston, but allow Pep Boys purchases in the other Texas locations. Type of sale For example, one can block all purchases at C-Stores but allow purchases through the Crin at the fuel dispenser., By setting these controls, fraud can be reduced and the Fleet Manager can gain greater overall program control, including supporting preferred supplier relationships.

13 Customer Support Customer Support Call center staffed 24/7/365 Calls from Fleet Management personnel Calls from Fleet Drivers in the field Calls from Merchants concerning authorization Chargebacks & Fraud Dedicated fleet manager support Account maintenance updates Organizational/hierarchy changes Custom report requirements Transaction disputes/fraud case initiation Fleet Commander Online Training Dedicated training Customer card/driver/vehicle setup & reporting best practices Real time transaction purchase alerts allowing best practices

14 Strategic Support from Relationship Managers Provides timely service, guidance and wisdom to each of State of Texas fleet contacts Works closely with you to achieve an unmatched level of service while measuring defined program goals Responsibilities range from account set-up guidance to the management of complex account structures

15 Contact Info Terri Lewcun Relationship Manager (832) Kate VanWyk Implementation Manager Pam Pradham Dedicated client services x-6584

16 Fraud Department Employs business practices designed to help detect and reduce fraudulent activity Performs three primary functions in an effort to identify and mitigate fraud on our fleet customers accounts Review transaction activity Identify potentially abusive or fraudulent behavior Notify customer when such behavior occurs Makes every effort to detect unusual or excessive purchase activity using constantly evolving techniques Fraud charges are limited to $50 per card and $0 after card has been reported stolen.

17 Fleet Commander Online Basic Overview

18 Implementation Requirements Forms can be obtained at (referenced on invitation) fuel fy12.php State of Texas implementation information form Authorized contact form Fleet data enrollment form Fleet Commander Online enrollment form Co-ops Political subdivision addendum 3 years of financial information or web based link to financial info Send information to the following address: cpstximplementation@usbank.com Forms due before June 15

19 Template Review

20 Q & A