Seamless execution of complex pricing and billing for corporate and commercial customers

Leading financial institutions rely on Zafin’s cloud-native enterprise-wide product and pricing management platform to deliver cross-product pricing and billing with full traceability for corporate and commercial customers.

What does your bank need most?

Take a look at what our solutions can do for you.

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Relationship Pricing

Better banking benefits for customers. Better growth and profitability for banks.

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Product Information Management

Strengthen your position with customers, competitors and regulators.

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Core Modernization

Reduce risk and accelerate payback for your core modernization.

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Quote-to-Cash

Automate execution of corporate and commercial pricing arrangements.

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Customer Case Studies

Don’t take our word for it. Hear what customers have to say about how Zafin has transformed their business.

What's Possible

Respond to customer needs and competitive challenges at speed with products, prices and offers designed to serve existing customers, attract new ones and build your business. Consider the possibilities.

Streamline and Digitize Client-Specific Deals

Streamline and automate processes surrounding client-specific corporate and commercial arrangements to reduce costs, enhance accuracy, ensure consistency, accelerate straight-through-processing and increase transparency.

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Challenge

For many banks, client-specific bespoke deals are negotiated outside core systems and implemented with substantial manual intervention, driving up costs, diminishing consistency and accuracy, and complicating subsequent audit and compliance reviews.

Solution

Streamline and automate processes surrounding client-specific corporate and commercial arrangements to reduce costs, enhance accuracy, ensure consistency, accelerate straight-through-processing and increase transparency.

How It Works

With Zafin’s Deal Manager, relationship managers review customers’ balance, transaction and other banking behaviors, consider a range of what-if scenarios, define a pricing plan that benefits the customer and the bank, then push even the most complex conditional pricing arrangements through to Zafin’s pricing platform for automated execution, creating a comprehensive accurate audit trail for regulatory purposes, automatically.

Streamline Periodic Repricing for Corporate and Commercial Customers

Streamline and automate your bank’s periodic repricing process for corporate and commercial customers.

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Challenge

For many banks, the recurring repricing process for corporate and commercial customers is a manual process that is both costly and time-consuming.

Solution

Streamline and automate your bank’s periodic repricing process for corporate and commercial customers.

How It Works

With Zafin’s Deal Manager, relationship managers review customers’ balance, transaction and other banking behaviors, consider a range of what-if scenarios, define a pricing plan that benefits the customer and the bank, then pushes even the most complex conditional pricing arrangements through to Zafin’s pricing platform for automated execution, creating a comprehensive accurate audit trail for regulatory purposes, automatically.

Streamline the Quote-to-Cash Process

Automate the Quote-to-Cash process to reduce costs and increase predictability.

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Challenge

For many banks, the Quote-to-Cash process for commercial and corporate customers entails high costs and substantial operating and compliance risks due to reliance on manual processes for price negotiation, billing set-up, and billing execution.

Solution

Automate the Quote-to-Cash process to reduce costs and increase predictability.

How It Works

With Zafin’s Deal Manager, relationship managers review customers’ balance, transaction and other banking behaviors, consider a range of what-if scenarios, define a pricing plan that benefits the customer and the bank, then push even the most complex conditional pricing arrangements through to Zafin’s pricing platform for automated execution. Then, Zafin's product, pricing and billing platform monitors and tracks customer behaviors, including transactions, balances, product holdings and more, against terms and conditions associated with standard and bespoke client arrangements. Based on pre-defined business rules, the platform executes rates, fees, bonuses, fee adjustments and waivers, loyalty points, miles, and merchandise rewards automatically, while creating a comprehensive accurate data trail for audit and regulatory purposes.

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