Quote-to-Cash
Transparent information. Seamless execution. Trusting relationships.
Automate execution of corporate and commercial pricing arrangements, from quote to cash.
Benefits to your bank include:
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.
Relationship Record
Comprehensive actionable summary of relationship details
Relationship Governance
Enhanced pricing governance
Billing
Consolidate and simplify billing systems and processes
Deal Manager
Ensure consistently profitable pricing negotiations
Digitized Arrangements
Automate execution and reduce manual processes
Account Analysis
Calculate ECRs, use balances to offset fees, and produce accurate bills
Transparency Data
Enable clear and timely explanations of fees and rates
Security, Service and Audit
Complete traceability for rates, fees and other benefits
Meaningful Metrics
Tools to monitor and measure the success of your pricing programs
What are you waiting for?
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