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March 2018

Welcome to Tom, the newest team member...


Before I get into the brilliant month that was October, I’d like to firstly extend a warm welcome to Tom Dutton, the newest member of the NAB FlexiPurchase channel team. Tom joined Fraedom this week and will soon be ensuring that our Corporate Card Standard customers are getting the most value out of FlexiPurchase. I hope that you’ll all join me in welcoming Tom to the team!
 

October – another great month

In terms of October, it was another great month in our partnership with 14 closed deals and 23 new client meetings!!!

So as always -- Don (now Tom) and I would like to personally thank all of those involved in contributed to these wins:

Account Owner No. of cards
Amber Julie Van-de-Water 20
Wagner Jared Grant 20
Virgin Shawn Treloar 45
Southern Cross Care Gemma Lawson 50
Anglican Diocese of Adelaide Adam Nobbs 45
Lottery West Greg Gates n/a
Gwydir Neal Freeman 20
Southern Sun Practise Marie-Claire Beard 45
Spell Designs Peter Duke 60
Berry Street Chris Banks n/a
Altro Dennis Portelli n/a
WAG – South West Catchment Greg Gates n/a
Neilsens Quality Gravel Jared Grant n/a
St John's Ambulance Gemma Lawson n/a

Highlights from Sam's world-famous dashboard

Our progress in charts...

Well done to the Business Banking team for reaching high and acheiving high.


 

Keep up the good work

The next quarter looks set to be absolutely lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation.
In the R1 Release we’re expecting to see the following functionality released within FlexiPurchase:

Manual coding: for all FlexiPurchase customers who want to use the new expense screens, however, were concerned around the ability to change default values (i.e. cost centres or departments) this will allow them to make these changes

Procure-to-Pay: the ability to request virtual cards within FlexiPurchase is now available to NAB’s customers. This is a VISA first and something that NAB, Fraedom and VISA are incredibly proud to start offering our collective clients.
“Almost none of the opportunities that we’re about to close would have been possible for NAB to win without ePayables.”
Jukka Rinta

“ePayables is demonstrating the importance of creative solutioning and understanding our client’s needs.”
Irene Robinson



Who's the customer?


Community Living (https://www.claust.com.au/) is a disability services provider based in South Australia, actively supporting a portfolio of about 450 disabled clients through their in-home support, respite care and day time associated services.

What’s their need?


As a result of the NDIS (https://www.claust.com.au/ndis.html) related reform, Community Living has been looking for ways to give their 450 clients a greater degree of freedom and flexibility when it comes to spending their own funds, whilst also ensuring pro-active controls and providing the correct level of duty of care. Community living has been actively searching the market for ways to facilitate this, with proposed solutions from other institutions including: EFT payments, checks, debit cards and/or prepaid cards, etc. However, none of these solutions managed to strike the right balance of providing flexibility for their clients whilst also minimising the administrative burden that results from managing these solutions.

Why ePayables – Dynamic Limit Management (DLM)?


DLM allows Community Living staff to provide each of their 450 disability clients with a $0 limit NAB Corporate Card that can then be dynamically funded at the appropriate time. For example, when it comes to apportioning that client’s weekly household budget, outings, activities and/or discretionary spend, their support worker can quickly log into FlexiPurchase and raise a request for the amount their client is entitled to. Once approved, that limit is applied to the card (for example $0 increases to $100) and the client will have the freedom and independence to spend their money as they see fit. This spend is then tracked through the Expense Management System (EMS) adding the extra benefits of visibility and security as the support workers can ensure that the funds were spent appropriately and can be managed within their ERP. It’s a great way of combining the flexibility and freedom that a NAB corporate card provides to the client alongside the controls and security needed by Community living staff to provide a duty of care. An all-round great customer experience.

Who’s the Specialist responsible for backing Community Living?


Darrin Engelhardt – excellent work! Through ePayables - Dynamic Limit we are transforming what would have been a 20-card corporate card program to that of 450+ cards.



P2P industry highlights


How P2P could save the whale, Sydney Herald

Firms use virtual cards to extend terms to 120 days, Brisbane Chronicle

Future trends in EMS


Better health with EMS, Accountancy Age

Top five expense management systems reviewed, EMS World

FlexiPurchase in the news


NAB steals the march with corporate payment cards, South Pacific Finace Today

Visa set to dominate vPayments, Brisbane Chronicle

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