Use Case

Execute Even the Most Complex Cross-Product Client Arrangements, Automatically


For many banks, client-specific bespoke deals are negotiated outside core systems and implemented with substantial manual intervention, driving up costs, diminishing consistency and accuracy, and complicating subsequent audit and compliance reviews.


Streamline and automate processes surrounding client-specific corporate and commercial arrangements to reduce costs, enhance accuracy, ensure consistency, accelerate straight-through-processing and increase transparency.


With Zafin’s Deal Manager, relationship managers review customers’ balance, transaction and other banking behaviors, consider a range of what-if scenarios, define a pricing plan that benefits the customer and the bank, then push even the most complex conditional pricing arrangements through to Zafin’s pricing platform for automated execution, creating a comprehensive accurate audit trail for regulatory purposes, automatically.