Deal Manager
Digitize and govern your deal agreements
Create and execute client-specific deals with full transparency, auditability, and AI-powered performance insight — on a platform built for control and scale
Features
Streamline deal setup and execution
Deal Manager helps banks drive profitability, transparency, and compliance across the full client deal lifecycle – by centralizing negotiation, set up, approvals, and AI-powered monitoring – all from a single place
Configure and model deals
Set client-specific pricing with volume commitments to create tailored, compliant deals aligned to the business’ profitability goals
Build tailored pricing arrangements
Design deals at a client, group, or sub-entity level with defined volume commitments and terms – all aligned to internal strategy and controls
Volume and balance thresholds
Deal start, end, and review dates
Client and product-level pricing
Simulate profitability and deal impact
Model proposed deal against historical volumes and benchmarks to assess margin and expected revenue that meets client expectations and business goals
Govern and approve workflows
Establish controlled, auditable workflows to review, approve, and activate deals—ensuring pricing accuracy, compliance, and governance across stakeholders
Route deals through flexible approval flows
Configure rule-based workflows with thresholds, roles, and routing logic to streamline approvals and enforce governance at every stage of the deal lifecycle
Multi-level and delegated approvals
Threshold-based routing
Inline comments and reassignment
Track every action with full audit trail
Maintain a complete record of changes, decisions, and supporting documentation to ensure transparency, internal accountability and full audit confidence
Time-stamped version history
Approver rationale and comments
Execute deals and arrangements
Ensure approved pricing arrangements are executed with precision with billing, invoicing, and core system integration fully aligned to negotiated terms
Activate billing from approved deals
Transform pricing arrangements into live billing configurations, ensuring accurate charges, schedules, and invoice outputs
Account or group-level billing
Consolidated or itemized invoices
Multi-currency and jurisdiction support
Billing cycles and settlement rules
Integrate seamlessly with downstream systems
Push pricing and billing data to core systems, GL, receivables, and reporting systems using real-time or batch integrations
API, file, or streaming integration
Pre-built billing system connectors
Synchronized pricing and invoicing data
AI-powered deal performance monitoring and margin visibility
Monitor deal performance and commitment levels with Zafin AI to surface insights that drive smarter pricing decisions and deeper client engagement
Monitor performance against deal commitments
Track revenue, volumes, and balance commitments over time to assess deal health, flag compliance issues, and uncover opportunities for proactive engagement
Volume and margin variance alerts
Deal expiry and renewal notifications
Analyze deal profitability and trends
Use Zafin AI to evaluate deal pricing and profitability across customers, portfolios, and products with dashboards that empower Relationship Managers with actionable insights
Deal-specific revenue and margins
Portfolio-level and customer-level views
Charge recovery and trend analysis
Connect with us
Optimize banking deals with Zafin’s Deal Manager. Gain 360° insights, enhance pricing, and boost profitability. Connect with our experts.
