Benefits

Here’s how Deal Manager can help your bank:

Online Instructor

Relationship Managers have a 360° view of their client, the products and pricing that is already in place, and the additional products and services for which they are eligible

Analytics Search

The Relationship Manager can model the deal, inclusive of client commitments, around prospective volumes that inform the level of pricing that meets target profitability hurdles

Text Money

If the pricing is within the Relationship Manager’s delegated authority, then an offer can be presented digitally to the client

Hand Shake

If additional approvals are required, then the deal and the justification of the pricing are presented to the relevant approver(s)

Customer Information Systems

Once the offer has been agreed with the client, that digitized client arrangement is sent directly to the billing and product processors on an straight-through processing basis

Target Shield

That means there is absolute consistency between what was agreed with the client and what gets set up in the bank’s system—every time

Dashboard

Once the deal has been set up, the Relationship Manager can view the volumes and profitability and assess and action any shortfalls in the volume commitments made by the bank

Money Cycle

The overall result is an accelerated time to market, reduced cost of creating, changing, and launching pricing propositions, and driving revenue growth, all while enhancing the customer experience

Features

Discover how our extension can transform the way you approach your business:

Connect Grid

Create and model client scenarios

Fee Calculation

Set and configure standard fee price lists

Target Folder

Link proposals to key performance metrics to drive more consistent and optimal pricing

Governance

Automatically log changes and approvals by a set of authorized users

Tag Percent

Govern deal discounting offered by staff

APIs

Evaluate deal terms against bank policy with approval workflows

Folder Search

Manage current and prospective clients with individual price reviews and changes

Audit

Monitor subsequent client activity against contractual terms and policy thresholds