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Use Case
Efficiency

Automate Offer Execution

November 27, 2020

Challenge

or many banks, execution of offers designed to drive acquisition and customer development requires substantial manual intervention.

Solution

Automate offer execution from suitability and eligibility screening through rewards calculation and payout.

Result

Zafin's product and pricing platform monitors and tracks customer behaviors, including transactions, balances, product holdings and more, against terms and conditions associated with packages, bundles, offers and rewards programs. Based on pre-defined business rules, the platform executes rates, fees, bonuses, fee adjustments and waivers, loyalty points, miles and merchandise rewards automatically, while creating a comprehensive accurate data trail for audit and regulatory purposes.