1. Access to Mastercard SpendingPulse includes: 

• 3 - months of free access to the Mastercard SpendingPulse™ platform 
• A 30 - minute introductory SpendingPulse platform walkthrough 
• A 45 - minute interactive workshop discussing SpendingPulse use cases 
• 2 live Macroeconomic sessions brought to you by Mastercard’s SpendingPulse Economist 
• Insights Newsletter covering overall macro and local trends in consumer spending relevant to Community Institutions 

2. Access to Mastercard Portfolio Optimizer (PO 2.0) includes: 

• 3 -months of free access to the Mastercard Portfolio Optimizer platform your portfolio
• An interactive workshop to help learn how to navigate the platform, discuss top use cases and use the spend insights effectively to launch marketing campaigns 
• Monthly newsletters highlighting top Portfolio Optimizer use cases including e-commerce, cross-border spending, reducing attrition and reactivating cards
• No issuer data ingest required

3. Term: 

• The three (3) month free trial to the SpendingPulse™ NextGeneration platform shall begin  upon receiving access to the platform and shall continue for a period of three months (the “SP Trial Period”). The 3-month free trial for PO 2.0 shall begin upon receiving access to the PO 2.0 platform  and shall continue for a period of three months (the “PO Trial Period”, together with the SP Trial Period, the “Trial Periods”). Upon expiration of each Trial Period, continued access to each platform (the “Subscription”) shall begin and shall continue for a period of twelve(12) months (the “Initial License Term”), unless the client provides written notice to terminate its access to SpendingPulse and/or Portfolio Optimizer as provided below. Upon expiration of this Initial License Term, this Subscription shall automatically be renewed on an annual basis (each a “Renewal Term”, and together with the Trial Period, and the Initial License Term, the “Term”). Client may terminate the Initial License Term or a Renewal Term upon at least thirty (30) days prior notice before the end of current month of the Initial License Term or Renewal Term, as applicable, to prevent billing in subsequent months of the Initial License Term or a Renewal Term. To terminate access to either the SP Platform or PO 2.0. in the Subscription, Client must provide Mastercard with notice to terminate such Subscription or this Agreement (if terminating both) before the end of the Trial Period. Notice for Spending Pulse must be sent via this opt out form. Notice for PO 2.0 Platform must be sent via this opt out form.

4. Fees: Upon expiration of the Trial Period, the monthly Subscription fees (the “Fees”) for this engagement will be:

• SpendingPulse™ NextGeneration - $2,000 per month
• Portfolio Optimizer - 
  • $3,000 per month for one (1) portfolio (Debit OR Credit);
  • $5,000 per month for two (2) portfolios (Debit and Credit)

The Fees for the Trial Periods will be waived in consideration of Client’s participation in the Proactive Optimization Bundle.  After the Trial Period, the Fees for each Deliverable are due and payable ratably over the Term upon completion of the Enrollment form.

Please review the Terms and Conditions and then complete the Enrollment Form to subscribe for the Proactive Optimization Bundle.   Upon submission of the Enrollment Form, you will receive details on the implementation and timeline for obtaining access to the respective platforms.

Proceed to Accept Terms and Request Access