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Use Case
Efficiency

Operationalize Acquisition Offers and Put an End to Manual Processes

November 27, 2020

Challenge

For many banks, execution of offers designed to drive acquisition 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 and miles, and merchandise rewards automatically while creating a comprehensive accurate data trail for audit and regulatory purposes.