Manage co-marketing programs in real-time

Manage, track, approve and analyze co-operative marketing & MDF programs with CCI's Fund Management software module

This configurable software allows you to design a system that fully supports your co-op or MDF program business rules, even as guidelines change. Fund Management’s configurable workflow allows you to require prior approvals on activities and claims submitted by partners and channel participants, provides you with tracking and reporting on everything from activity types to how funds are spent, and gives you the opportunity to view AdPro™-customized marketing materials before approving the partner’s cost of printing and distributing them. (AdPro is a separate CCI software module.)

Two of the key elements of the Fund Management Module are the financial and the planning components.
  1. Financial component: This allows manufacturers to load, view and manage budgets or accruals on the administrative side. On the user side, partners may access, view, and submit planners and claims against those budgets.

  2. Planning: Planners allow partners to submit marketing plans and activities for approval, and give authorized users on the manufacturer’s side the rights to deny or approve claims and activities, enabling advance planning.

    The Fund Management module centralizes every component of your program including planners, budgets, spending, claims and other critical data. This allows you and your partners to have real-time views into the system so you can assess everything from reports for measuring ROI to program adoption and compliance, and you will have the ability to track objectives, activities and target audience.


  • GAAP, FASB & Sarbanes-Oxley compliant
  • Establishes internal financial controls for co-op & MDF programs
  • Reduces payment errors & over-expenditure of funds by over 50% (*)
  • Increases the operational efficiency of fund-based channel programs by 50% or more (*)
  • Real-time reports include partner utilization & spending, ROI & outstanding liabilities
  • Multi-currency & multi-lingual options make global and multi-country program management easy
  • Extends the functionality of existing CRM & financial applications
  • Web-based architecture reduces the costs associated with hardware and software purchases
    • No hardware to purchase
    • No software to install and maintain
  • Streamlines communications by providing 24x7 real-time data

(*) Average baseline of CCI Fund Management clients.


Fund Management is CCI's flagship solution module with core functionality that includes:

  • End-to-end automation of claim and payment settlements
  • Full cost center and general ledger grouping
  • Automated e-mail reminders and notifications
  • Seamless integration with partner extranets, corporate intranets, etc.