Customer Lifecycle Management for Custody Services

Customer Lifecycle Management for Custody ServicesZafin-SummaryCircles
Zafin helps custodian banks to strategically serve their clients by enabling them to:

  • Price for, bill, and collect revenues for custody services from both firms and individuals
  • Introduce new actions or services with ease
  • Manage growing regulatory and reporting compliance requirements
  • Provide transparency for end customers across the whole suite of custody services

 

KEY BENEFITS:

Zafin-Circle-RevenueEnhancement

Drive Revenue Growth

  • Enable a wide range of pricing that encompasses all custody accounts or arrangements
  • Design individualized offers underpinned by metric-driven workflow approvals
  • Capture previously unrecognized revenue by pricing for a wide range of custodian services

Zafin-Circle-RegulatoryCompliance

Increase Transparency

  • Generate invoices with accurate, detailed pricing for all custodial services provided
  • Provide a granular-level view of product and service pricing
  • Automate statement generation and delivery to meet regulatory transparency requirements

Zafin-Circle-OperationalEfficiency

Boost Operational Efficiency

  • Enjoy extensive reporting capabilities to ensure pricing monitoring and governance
  • Design and roll out new products and services through configuration
  • Streamline audit and regulatory reporting with a comprehensive log of all modifications
  • Provide automated pricing and billing for all products, services, and instruments with fewer errors

Zafin-Circle-CustomerExperience

Enhance Customer Experience

  • View comprehensive reports on holdings and status of transactions
  • Enjoy a range of tailored custodian services
  • Receive consolidated invoices with accurate and detailed pricing and charging information

CASE STUDIES:

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RELATED RESOURCES:

Download your complimentary copy of the following resources related to improving customer lifecycle management for custody services.

  • On the Importance of Pricing and Billing in Custody Services: While revenues from custody services can be significant, there are several challenges when it comes to maintaining revenue and profitability levels in today’s competitive landscape. This article outlines these challenges, including potential solutions available to forward-thinking banks.

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SOLUTIONS POWERED BY ZAFIN:

Customer Lifecycle Management for Retail BankingCustomer Lifecycle Management for Corporate BankingCustomer Lifecycle Management for Custody ServicesRate Management for Retail DepositsRate Management for Corporate DepositsEnterprise Loyalty