Quote to Cash
Transform transaction banking
Our steel-threaded solution eliminates fragmented processes and plugs fee leakages
The problem
Revenue and profitability do not align to financial forecasts
Our solution
Ensure 100% fee capture, enforce client commitments and leverage transparency data to eliminate write-offs
Model current and prospective deals to assess compliance with target returns
Workflow for deals outside of relationship manager’s delegated authority
Deal and product portfolio monitoring controls and alerts enable detection and remediation
The problem
Customer trust is eroded by inconsistencies between what was agreed and what is being charged
Our solution
Steel thread from negotiation through implementation ensures 100% consistency between what was agreed and what is priced and billed
Digitized deal capture
Digitized customer sign-off workflow
STP set-up of customer pricing and billing based on ingestion of digitized deal capture
The problem
Fragmented processes across product management, relationship management, implementation and billing operations result in elevated risks and costs
Our solution
Steel thread from negotiation through to client monitoring creates visibility and control across the complete value chain
100% digitized negotiation, client arrangements, and deal monitoring
All stakeholders have visibility into customer level pricing, actuals, and commitments
Analytics and alerts focus attention of relationship manager’s, billing operations on customer and operational risks
The problem
Relationship manager’s feel like they are pricing in a vacuum
Our solution
Model deals based on profitability metrics and similar customers
Complete visibility of the products and services that a customer has as well as those for which they are eligible
What if scenarios guide relationship managers on forecasted profitability
Workflow enables seamless approvals from relevant stakeholders
The problem
Segment and business model diversity create pricing and billing support complexity
Our solution
Flexibility to configure and intersect an array of product and customer hierarchies delivers line of business, segment and customer level strategies and execution
Create and administer segment specific pricelists
Ability to define and align pricing and billing agreements enables divergent approaches among segments (e.g., SME vs FIG)
Granular persistence of data enables deeper understanding of segmentation behaviour
Outcomes
Modernized and transformed transaction banking
Increased transparency within profit architecture
Align products and sub products within Billing and Analytics to create deeper insights into product profitability, growth trends and profitability
Accelerated time to market for new product and services
Deal Manager’s digitized customer agreements facilitates STP setup
Customer experience transformed
Billing delivers transparent invoices that 100% align to the Pricing Agreement and enable the bank customer to automate their reconciliation and internal cost allocation
100% digitization of manual processes and transformation of the employee experience
Relationship manager’s use Deal Manager to get visibility to model deals and seek the necessary approvals eliminating spreadsheets and tedious data input
Digitized setup and maintenance of billing arrangements
Seamless interoperability between Deal Manager and Billing means 100% consistency between what was agreed with the customer and what gets billed
Reduced billing operations, inquiry and write off costs
Digitization of negotiations and set up of Billing arrangements reduces manual operational activity and associated errors
Greater visibility of customer and product profitability and risks
Analytics detects attrition signals, unexpected volume variances at both the client and product dimensions and fee and net interest income trends. This enables leadership to focus and address key risks and opportunities
Hold your customers accountable to their volume commitments
Using Deal Manager and Analytics, your bank will document volume and balance commitments and track actuals vs commitments – enabling relationship managers to engage their clients directly for any shortfalls
Our solutions
Learn about our other solutions
Dynamic Relationship Pricing
Drive sustainable growth and profitability with personalized pricing
Core Modernization
Simplify and accelerate banking modernization and digital transformation journeys
Enterprise Product Catalog
Centralize and distribute product information within and outside the financial institution
