Commercial banking
Accelerate commercial growth with precision
Accelerate growth with automated, transparent, and data-driven relationship management that empowers smarter decisions and drives long-term profitability
The problem
Corporate banking drives a majority of bank revenue—but cracks are showing.
Fragmented processes, manual deal cycles, and siloed systems make it harder to compete. Relationship Managers are resourceful—but without the right tools, banks miss opportunities to scale, innovate, and grow client relationships profitably.
Our solution
Zafin gives banks the platform to modernize commercial pricing and billing – without replacing the core. We automate and digitize the end-to-end deal lifecycle from pricing, billing, and all the way to monitoring to give banks full control over complex agreements. Relationship Managers become more effective, revenue is protected, and compliance is built in by design.
Deal and billing automation
Product and pricing agility
Relationship manager enablement
AI-powered deal management
Automated rates management
Transparency and compliance
Deal and billing automation
Automate deal execution from quote to cash
Digitize the full lifecycle of negotiated pricing to eliminate handoffs, enforce terms, and reduce revenue leakage
Configure, approve, and publish complex deals with structured workflows and audit trails
Link negotiated terms directly to billing for accurate, automated invoicing
Automate processes that delay execution and increase risk
Product and pricing agility
Execute product and pricing strategies with speed and precision
Centralize and streamline pricing, packaging, and eligibility to improve consistency while enabling relationship-level customization – without relying on IT
Standardize product and pricing structures across lines of business and regions
Build custom offers for strategic clients without sacrificing control or compliance
Eliminate spreadsheets and manual workarounds with a single platform for configuration
Relationship Manager enablement
Empower Relationship Managers to act as strategic advisors
Give Relationship Managers visibility into pricing, performance, and client potential – so they can lead smarter conversations and stronger deals
Surface a unified customer view with real-time insights for proactive deal structuring
Build client trust with transparent pricing, billing, and compliance
Automate manual tasks with guided workflows to improve speed and responsiveness
AI-powered deal management
Use AI to optimize pricing and grow relationships
Accelerate deal negotiation to empower Relationship Managers with efficient processes, powerful insights, and automated requirements gathering
Synthesize customer data from CRM and documents to prepare for client meetings
Summarize RFPs to identify key requirements and generate more relevant responses
Use AI-driven call summaries to retain context, follow up effectively, and avoid missed details
Automated rates management
Automate rate execution with consistency and control
Centralize rate logic to improve accuracy, reduce manual effort, and align pricing with strategic and regulatory requirements
Automate rate calculations based on internal funding, market, or benchmark inputs
Apply floors, ceilings, and tier-based rules to ensure compliance and pricing discipline
Distribute rates in real time to downstream systems with full auditability
Transparency and compliance
Build trust with transparent, compliant pricing and execution
Ensure every deal, discount, and rate follows rule based approval workflows – with full traceability from negotiation to billing
Maintain complete audit trails to simplify audits, regulatory reviews, and client inquiries
Standardize workflows to reduce risk, enforce policy, and strengthen compliance oversight
Surface clear rationale for pricing decisions across internal teams and client-facing channels
Connect with us
Explore how Zafin empowers commercial banks to streamline deal execution, optimize pricing, and accelerate revenue growth with connected solutions.
