Implementation Services
Expert guidance to deliver to your priorities
We are experts in product and pricing for banking. Zafin professionals guide you through every stage of your Zafin implementation, from strategy and design to configuration and launch.
Get started quickly
Our Fast Track Framework brings our teams together. Our experts work with yours to shape a roadmap together based on:
Business priorities
We explore business needs in one or more of: product management, dynamic relationship pricing, quote to cash, bundling and subscriptions
Technology priorities
We explore technology priorities in: ecosystem simplification, platform modernization and cloud adoption
Zafin Platform
We deliver a Zafin Platform overview and Product demonstration, specific to your priorities and areas of focus
Roadmap planning
An actionable and shared roadmap we produce, delivering to business and technology priorities
Implementation delivery
Enterprise Framework for Delivery
Eight steps to success powered by pre-built templates and checklists
Step 1
Engage and discover
Refine objectives, scope, roles, accountabilities, timelines and phases
What to expect
- Refine scope and complete high-level project plan
- Identify team members
Outcomes
- Get to know your project team
- Objectives, scope, requirements and schedule are defined
- Governance is established
Step 2
Elaborate
Confirm requirements and complete solution assessment
What to expect
- Establish architectural baseline
Outcomes
- Understanding of data and integration requirements
- Solution design and assessment
Step 3
Educate and enable
Hands on learning through Zafin University
What to expect
- Walkthrough of Zafin platform features and functionality
Outcomes
- Increased overall familiarity with the Zafin platform
Step 4
Connect
Establish connectivity to Zafin’s SaaS cloud environment
What to expect
- Sessions with the Zafin Cloud Operations team to establish connectivity
Outcomes
- Secure access to Zafin Cloud platform
- Team can access the platform, send and receive data, channel applications can invoke APIs
Step 5
Configure
Configure Zafin platform and integration components
What to expect
- Interactive sessions to review configurations and ensure requirements are met
Outcomes
- Zafin platform and integrations configured in non-production
Step 6
Test
End-to-end acceptance testing
What to expect
- End-to-end functional and integrations tests
Outcomes
- Use cases validated and results verified
Step 7
Go-live
Complete pre-requisites and deploy to production
What to expect
- Execute go-live checklists
Outcomes
- Solution is in production and available for use
- Products, pricing and/or offers are executed on the Zafin platform
Step 8
Evolve
Enable additional use cases, business lines, and product areas
What to expect
- Collaborate closely with Zafin to assess benefits to deploy additional use cases, business lines, product areas in iterative sprints
Outcomes
- Business impact of incremental use casees
- Faster time to market for product, pricing, offers
Step 1
Engage and discover
Refine objectives, scope, roles, accountabilities, timelines and phases
What to expect
- Refine scope and complete high-level project plan
- Identify team members
Outcomes
- Get to know your project team
- Objectives, scope, requirements and schedule are defined
- Governance is established
Step 2
Elaborate
Confirm requirements and complete solution assessment
What to expect
- Establish architectural baseline
Outcomes
- Understanding of data and integration requirements
- Solution design and assessment
Step 3
Educate and enable
Hands on learning through Zafin University
What to expect
- Walkthrough of Zafin platform features and functionality
Outcomes
- Increased overall familiarity with the Zafin platform
Step 4
Connect
Establish connectivity to Zafin’s SaaS cloud environment
What to expect
- Sessions with the Zafin Cloud Operations team to establish connectivity
Outcomes
- Secure access to Zafin Cloud platform
- Team can access the platform, send and receive data, channel applications can invoke APIs
Step 5
Configure
Configure Zafin platform and integration components
What to expect
- Interactive sessions to review configurations and ensure requirements are met
Outcomes
- Zafin platform and integrations configured in non-production
Step 6
Test
End-to-end acceptance testing
What to expect
- End-to-end functional and integrations tests
Outcomes
- Use cases validated and results verified
Step 7
Go-live
Complete pre-requisites and deploy to production
What to expect
- Execute go-live checklists
Outcomes
- Solution is in production and available for use
- Products, pricing and/or offers are executed on the Zafin platform
Step 8
Evolve
Enable additional use cases, business lines, and product areas
What to expect
- Collaborate closely with Zafin to assess benefits to deploy additional use cases, business lines, product areas in iterative sprints
Outcomes
- Business impact of incremental use casees
- Faster time to market for product, pricing, offers
Integration
Designed for ease of implementation and ecosystem flexibility:
APIs
Zafin exposes a complete set of APIs for products, rates, fees and offers, plus explainability on why a particular rate or fee was assessed.
Pre-built adapters
The Zafin integration library includes pre-built adapters to core banking systems and channel applications.
Core banking data is ingested into the Zafin platform, and product, pricing and offer outcomes are returned to core systems for posting and display in channel applications.
1 final String url = "https://server/zrpe/rs/rates/v2/timedeposit/standardrate" 2 3 final RPEServiceRequest rpeServiceRequest = new RPEServiceRequest(); 4 rpeServiceRequest.setEffectiveDate(effectiveDate); 5 rpeServiceRequest.setProductCode(productCode); 6 rpeServiceRequest.setRateRegion(rateRegion); 7 finalString body = objectMapper.writeValueAsString(rpeServiceRequest); 8 9 final HttpRequest request = HttpRequest.newBuilder() 10 .uri(URI.create(url)) 11 .header("Content-Type", "application/json") 12 .header("Authorization", "Bearer " + authToken) 13 .POST(HttpRequest.BodyPublishers.ofString(body)) 14 .build(); 15 final HttpResponse response = HttpClient.newHttpClient(); 16 .send(request, HttpResponse.BodyHandlers.ofString()); 17 return response;
ZafinUniversity
ZafinUniversity enables customers and partners to tap into the power of Zafin’s solutions
Self-paced
Engaging, short-form courses, purpose-built for business and technology professionals
Instructor-led
Instructor-led sessions with hands-on modules give learners a deeper understanding of the platform.
Custom training
Custom sessions are purpose-built to meet the needs of a specific project.
Certifications
Certifications for each of our products provide credentialed skills and access to ongoing learning from Zafin’s growing certified user community.