Relationship Pricing Product Information Management Core Modernization Quote-to-Cash Community Advantage

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

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Relationship Record

Comprehensive actionable summary of relationship details

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Relationship Governance

Enhanced pricing governance

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Billing

Consolidate and simplify billing systems and processes

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Deal Manager

Ensure consistently profitable pricing negotiations

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Digitized Arrangements

Automate execution and reduce manual processes

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Account Analysis

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

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Transparency Data

Enable clear and timely explanations of fees and rates

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Security, Service and Audit

Complete traceability for rates, fees and other benefits

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Meaningful Metrics

Tools to monitor and measure the success of your pricing programs

What are you waiting for?

Request a Demo