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

Benefits to your bank include:

Reduce revenue leakage

Growth (Bar Graph With Upward Arrow)

Execute complex pricing and billing automatically

Efficiency (Gear With Circle Arrows)

Straight-through processing from quote to cash

Product Systems (Gears In Webpages)

Answer customer questions with ease and at speed

Trusted Advisor (People Talking)

Equip RMs with actionable customer insights

Seamless Support (Person With Headset)

Automate workflows for exception pricing

Host To Host (Two Computers In A Circle)

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

Relationship Record

Build Relationships (Handshake)

Comprehensive actionable summary of relationship details

Relationship Governance

Governance

Enhanced pricing governance

Billing

Zafin Billing (Circle With Person And Money)

Consolidate and simplify billing systems and processes

Deal Manager

Deal Manager (Screen With Webpage On It)

Ensure consistently profitable pricing negotiations

Digitized Arrangements

Database Backups (Data And Clouds)

Automate execution and reduce manual processes

Account Analysis

Account Analysis

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

Transparency Data

Transparency (Venn Diagram)

Enable clear and timely explanations of fees and rates

Security, Service and Audit

Fees

Complete traceability for rates, fees and other benefits

Meaningful Metrics

Finance (Bar Chart On Projector)

Tools to monitor and measure the success of your pricing programs

Accessibility Tools
hide
[gravityforms id="8" ajax="true" title=”false” description=”false”]
<script type="text/javascript">var gform;gform||(document.addEventListener("gform_main_scripts_loaded",function(){gform.scriptsLoaded=!0}),window.addEventListener("DOMContentLoaded",function(){gform.domLoaded=!0}),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),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){"function"!=typeof(t=o.callable)&&(t=window[t]),"action"==n?t.apply(null,r):r[0]=t.apply(null,r)})),"filter"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});</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>