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Building on our client platform, Echo, our new, improved client hub

27 Sep 2022

Over the past year, we have been migrating our charity clients onto our new, improved response and fulfilment hub, which is called Echo.

As we finish migrating the last few charities ahead of our next peak season, now seems an apt time to reflect on the improvements we have added, and our reasons for developing and expanding our in-house hub.

In a nutshell, Echo allows all our charities to:

  • Have full visibility on what we are doing on their behalf
  • Run reports
  • Drill down on campaigns

Whilst this may sound like standard information available, we know that our Echo platform is superior because we built it specifically for agility, speed, responsiveness and flexibility around your campaign setup, management and reporting needs. Our cloud approach also means that we can improve performance and grow the system, enabling us to adapt easily and quickly to any changes and increases in volume.

Some of our new additions

It is fair to say that one of our unique points is our ability to understand and meet the varied and sometimes complex requirements our charity clients have with some of their campaigns. This is one of the reasons why we had to migrate each charity slowly and individually, ensuring that all bespoke requirements were captured whilst also using this as an opportunity to help improve processes further. Some of our new additions are:

  • Advanced and quicker search functionality
  • Direct Debit integration with CommittedGiving for seamless setup, processing and management
  • Improved data analysis
  • Quick Image download of all items scanned
  • E-commerce and order management
  • Improved exporting and reporting
  • New Membership module that is configured using some very complex membership requirements. In the case of 99% of membership organisations, we know we have you covered!
  • Raffle management across online/offline

What’s next?

All our charities will be on one platform, which will really help us focus our development resources on one area. This will be listening and responding to our charity clients’ feedback on what they need and adapt accordingly. Some of the areas that we will be focusing upon, we would like to discuss with you over the coming months are:

  • Payment gateway – improving the merchant visibility via our GivingPay product
  • Common dashboards – designed to allow you to get the most from your data
  • Postal fulfilment functionality improvements
  • Fundraising pages

If there is a process that you currently find a little burdensome (eg functions which take several clicks). If there are certain reports you would like to see, or if you want to make your life easier and are prepared to make changes to meet your needs.

If you do have any comments we would love to hear from you, Tracey our Business Development Manager will be happy to help on 01753 515522.

If you need any information about our services and how we can support you to support your supporters, do please contact us here today for a no obligation chat.

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Information pack

We have summarised our wealth of experience into an Information Pack which outlines the services we offer, a summary of Telebank and our work throughout the Third Sector, specialising in personalised response handling services, including but not limited to; banking and thanking, raffle processing & memberships.

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