Client Offer Management

For corporate banking

Today’s corporate bank faces a slurry of challenges: pressure to comply with tightening regulations, the need to enhance profitability, and the ability to deliver customer-first products and services.

Zafin’s Client Offer Management will help you overcome manual processes to improve your ability to serve corporate clients.


Key benefits

Reduce revenue leakage by automating processes and tracking client behaviour relative to contractual obligations

Acquire, deepen, and
retain relationships with
personalized client
propositions and strategies

Increase operational efficiency and reduce costs by automating manual process and rationalizing legacy systems

Product Managers can make changes quickly and easily, with no technical expertise or IT intervention required

Revenue leakage for cash management

Revenue leakage can be a chronic killer of cash management businesses – especially if you don’t realize how pervasive it is. Zafin’s revenue leakage calculator can run the numbers for your bank.

For the most common scenarios, the calculator yields an approximate leakage range of three to 12 percent of existing revenues. In other words, a $1 billion cash management business with an experience in line with these averages could be leaking anywhere from $30 to $120 million every year.



A best-in breed solution. Based on requirements gathered from existing cash management clients, industry trends, extensive domain expertise and partners.

Out-of-the-box, yet configurable. A pre-configured framework for typical client, pricing and billing processes.

An intuitive user experience. Simplify day-to-day functions for key business and operational roles, including Product Managers and Relationship Managers.

Faster, simpler, self-serve change management. Reduce or eliminate dependence on IT for ongoing change around business-as usual activities.

Client Management:

  • Manage current and prospective clients
  • Pre-defined client data models
  • Define client groups and hierarchies
  • Associate products with clients
  • Configure workflows for key activities
  • Search and filter

Pricing Management:

  • Configure standard, exception, and promotional prices, and governance (fees and rates)
  • Execute bulk/client-specific price reviews
  • Fee transparency
  • Peer client benchmarking
  • Approvals and auditability

Deal Management:

  • Model client proposals
  • Multi-deal options
  • Alerts
  • Approval workflow
  • One-stop dashboard


Case Studies

CIBC Case Study SEB Case Study Tier-1 North American Case Study


Related Resources

Download your complimentary copy of the following resources related to improving your financial institution’s corporate banking business.


Take the next step. Talk to Zafin today.

Start building stronger relationships with your clients like never before.