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CashMapper
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CashMapper OverviewWhat is CashMapper CashMapper is a behavior based expert system that identifies the financial needs of each user and obtains permission to contact him/her. CashMapper obtains the user's permission to be contacted by an identified service, avoiding the hurdle of relying on the user to be proactive. Several services compliment CashMapper to ensure that uncovered needs are met. Services include retirement plan enrollment, financial advisors, personal cash management and debt restructuring. CashMapper is usually delivered as part of an employee benefit program. How does CashMapper work? The CashMapper system is a behavior based intelligent agent that affords users privacy to reveal financial problems and makes recommendations that conform to the user's preferences. CashMapper uses a proactive communication to invite users to a confidential session that provides solutions to financial needs. Solutions are based on the employee's financial priority and behavioral preference. Behavior preferences range from "don't call me, I'll call" to "make an appointment" or "send materials".
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