Deal Manager
Streamline complex client deals across pricing, execution, and insight
Modernize deal modeling, pricing, and execution with AI-driven insights, real-time deal profitability analysis, and full lifecycle control — built for complex client relationships
Model and configure deals
Build better deals with Zafin AI
Align every deal with your profitability goals by tailoring pricing, volume commitments, and deal terms with Zafin AI
Simulate profitability and deal impact with Zafin AI
Use Zafin AI to model deals against historical volumes and industry benchmarks — so you can meet margin targets, revenue goals, and client expectations with confidence
Run multiple what-if deal profitability scenarios
Compare standard versus proposed pricing
Simulate revenue and margin impact
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
Govern and approve workflows
Streamline governance with controlled workflows
Ensure compliant, accurate deals with auditable approval flows and built-in controls
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 approval paths
Threshold-based routing and escalation
Inline comments, tagging 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 audit readiness
Time-stamped version history
Approver rationale and in-line comments
Execute deals and arrangements
Deliver on negotiated terms with precision
Align execution with approved pricing through seamless integration with billing, invoicing, and core systems
Activate billing from approved deals
Transform approved pricing arrangements into active 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
API, batch, or streaming integration
Pre-built billing system connectors
Synchronized pricing and invoicing data
AI-powered deal performance
Make smarter pricing decisions with Zafin AI
Track deal performance in real-time with Zafin AI to boost margins and build deeper client relationships
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
Zafin AI enabled deal expiry and renewal notifications
Analyze deal profitability and trends
Use Zafin AI to evaluate deal pricing and profitability across customers, portfolios, and products—delivering dashboards that equip 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.
