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
Shifts in technology, client expectations and market participation are causing fundamental change to the transaction business. Now, banks must pivot their revenue model to foster sustainable growth. Our guide will help you understand how to establish efficiency, build better customer relationships and drive growth in your transaction banking business.
Discover how we are enabling financial institutions to simplify the banking experience by automating pricing and billing activities for corporate clients.
Watch this video by Financial IT, featuring Zafin’s Thomas Schickler to learn how our Quote-to-Cash solution can reduce revenue leakage and decrease the cost of your billing operations.
Comprehensive actionable summary of relationship details
Enhanced pricing governance
Consolidate and simplify billing systems and processes
Ensure consistently profitable pricing negotiations
Automate execution and reduce manual processes
Calculate ECRs, use balances to offset fees, and produce accurate bills
Enable clear and timely explanations of fees and rates
Complete traceability for rates, fees and other benefits
Tools to monitor and measure the success of your pricing programs
Watch this video by Fintech Finance News, featuring Zafin’s John Mason to learn how to define pricing and customer behaviours to enable banks to scale at volume.