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Whitepaper

Agent-Ready Corporate Banking

Winning transaction flows in the age of digital money and AI agents

As AI agents, ERPs, TMS platforms, and embedded finance ecosystems take on a bigger role in treasury and trade workflows, banks face a new challenge: staying visible, selectable, and executable where transaction decisions are increasingly made.

In PwC’s 2025 Global Treasury Survey, 74% of treasurers say they are already using or expanding AI in treasury operations—while 65% plan to expand API usage to connect and orchestrate banking services more directly from enterprise systems.

This whitepaper explores what it means to become agent-ready and how corporate banks can prepare their products, pricing, and agreements for an AI-orchestrated future.

Download the whitepaper to learn how Zafin helps banks build the product and pricing foundation for agent-ready corporate banking.

What will you learn from this whitepaper?

Gain practical insight into how corporate banks can adapt as transaction-flow decisions move upstream into enterprise systems, platforms, and AI-enabled workflows:

 

  • Why transaction-flow control is shifting: Understand how ERPs, TMS platforms, marketplaces, payment schemes, and AI agents are increasingly influencing which provider, rail, and product structure gets used.
  • What “agent-ready” banking really means: Learn why products, pricing, and client entitlements must become machine-readable and executable, not just understandable to humans.
  • Which product models matter most: Explore four key archetypes for the next era of corporate banking, including agentic finance products, digital money products, tokenized trade and working capital, and relationship-based subscription pricing.
  • Where banks get stuck today: See how fragmented product definitions, pricing logic, and client agreements limit automation and make it hard to scale AI-driven distribution and fulfillment.
  • How to get started practically: Follow a three-stage path to becoming agent-ready, from digitizing today’s product and economics foundation to activating controlled agent-enabled workflows.

Ready to make your bank agent-ready?

Talk to a Zafin expert to see how a governed product and pricing foundation can help your bank expose offers, prices, and entitlements consistently across channels, ERP integrations, partner platforms, and AI-driven workflows.
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