Automate execution of corporate and commercial pricing arrangements, from quote to cash.

Benefits to your bank include:

Growth

Reduce revenue leakage

Efficiency

Execute complex pricing and billing automatically

Product systems

Straight-through processing from quote to cash

Trusted advisor

Answer customer questions with ease and at speed

Employee enablement

Equip RMs with actionable customer insights

Host to host

Automate workflows for exception pricing

Zafin’s Quote-to-Cash solution empowers relationship managers, reduces manual processes and builds trust with your most valued customers.

 

Empower relationship managers with information and insights to sell and serve.

  • 360-degree customer view
  • Profitability and financial metrics
  • The “why” behind rates and fees

Automate previously manual processes, including:

  • Initiating client arrangements
  • Governing pricing exceptions
  • Executing pricing and billing

Build trusting relationships with customers through:

  • Increased visibility
  • Enhanced insights
  • Seamless execution

Zafin’s Quote-to-Cash solution digitizes and automates much of the value chain from sales to service for corporate and commercial customers.

Improved sightlines power trusting customer relationships that last.

Solution Components

https://zafin.com/wp-content/uploads/2020/07/Build-relationships.svg

Relationship Record

Comprehensive actionable summary of relationship details

https://zafin.com/wp-content/uploads/2020/07/Governance.svg

Relationship Governance

Enhanced pricing governance

https://zafin.com/wp-content/uploads/2020/07/Billing.svg

Billing

Consolidate and simplify billing systems and processes

https://zafin.com/wp-content/uploads/2020/07/Deal-manager.svg

Deal Manager

Ensure consistently profitable pricing negotiations

https://zafin.com/wp-content/uploads/2020/07/Core-modernization.svg

Digitized Arrangements

Automate execution and reduce manual processes

https://zafin.com/wp-content/uploads/2020/10/Account-Analysis-.png

Account Analysis

Calculate ECRs, use balances to offset fees, and produce accurate bills

https://zafin.com/wp-content/uploads/2020/07/Transparency.svg

Transparency Data

Enable clear and timely explanations of fees and rates

https://zafin.com/wp-content/uploads/2020/07/Fees.svg

Security, Service and Audit

Complete traceability for rates, fees and other benefits

https://zafin.com/wp-content/uploads/2020/07/Finance.svg

Meaningful Metrics

Tools to monitor and measure the success of your pricing programs

What are you waiting for?

Request a Demo
[gravityforms id="8" ajax="true" title=”false” description=”false”]
<script type="text/javascript">if(!gform){document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0});var gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener("DOMContentLoaded",o):document.addEventListener("gform_main_scripts_loaded",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook("action",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook("filter",o,n,r,t)},doAction:function(o){gform.doHook("action",o,arguments)},applyFilters:function(o){return gform.doHook("filter",o,arguments)},removeAction:function(o,n){gform.removeHook("action",o,n)},removeFilter:function(o,n,r){gform.removeHook("filter",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+"_"+e.length),null==t&&(t=10),gform.hooks[o][n].push({tag:i,callable:r,priority:t})},doHook:function(o,n,r){if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[o][n]){var t,i=gform.hooks[o][n];i.sort(function(o,n){return o.priority-n.priority});for(var e=0;e<i.length;e++)"function"!=typeof(t=i[e].callable)&&(t=window[t]),"action"==o?t.apply(null,r):r[0]=t.apply(null,r)}if("filter"==o)return r[0]},removeHook:function(o,n,r,t){if(null!=gform.hooks[o][n])for(var i=gform.hooks[o][n],e=i.length-1;0<=e;e--)null!=t&&t!=i[e].tag||null!=r&&r!=i[e].priority||i.splice(e,1)}}}</script> <div class='gf_browser_unknown gform_wrapper gravity-theme' id='gform_wrapper_8' ><div id='gf_8' class='gform_anchor' tabindex='-1'></div> <div class='gform_heading'> <h2 class="gform_title">Testing Ajax | OptinMonster Support</h2> <span class='gform_description'></span> </div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_8' id='gform_8' action='/solutions/quote-to-cash/#gf_8' novalidate> <div class='gform_body gform-body'><div id='gform_fields_8' class='gform_fields top_label form_sublabel_below description_below'><div id="field_8_1" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_8_1' >Name</label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_8_1' type='text' value='' class='large' aria-invalid="false" /> </div></div><div id="field_8_2" class="gfield gfield--width-full gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" ><label class='gfield_label' for='input_8_2' >Email<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_2' id='input_8_2' type='text' value='' class='large' aria-required="true" aria-invalid="false" /> </div></div></div></div> <div class='gform_footer top_label'> <button class='om-trigger-conversion button gf_submit default' id='gform_submit_button_8'>Submit</button> <input type='hidden' name='gform_ajax' value='form_id=8&amp;title=1&amp;description=1&amp;tabindex=0' /> <input type='hidden' class='gform_hidden' name='is_submit_8' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='8' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_8' value='WyJbXSIsIjFmZGFmMjZmOGYwZDRjNmZiZGM5N2NkN2UxNTMyYmNhIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_8' id='gform_target_page_number_8' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_8' id='gform_source_page_number_8' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_8' id='gform_ajax_frame_8' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script type="text/javascript"> gform.initializeOnLoaded( function() {gformInitSpinner( 8, 'https://zafin.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery('#gform_ajax_frame_8').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_8');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_8').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_8').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_8').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_8').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_8').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_8').val();gformInitSpinner( 8, 'https://zafin.com/wp-content/plugins/gravityforms/images/spinner.svg' );jQuery(document).trigger('gform_page_loaded', [8, current_page]);window['gf_submitting_8'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_8').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_8').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [8]);window['gf_submitting_8'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_8').text());}, 50);}else{jQuery('#gform_8').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [8, current_page]);} );} ); </script>