Plug leakage and build trust with modernized deal execution
Improve profitability, reduce risk, and plug revenue leakage with an integrated system for pricing, approvals, and billing – built for complex client lifecycles
The problem
Banks need clarity, 
not complexity
Manual workarounds and disconnected systems delay deal execution, cause revenue leakage, and expose banks to audit failures. Without a centralized platform, pricing decisions lack control, consistency, and speed — impacting profitability and compliance
Interview with Zafin’s Industry Advisors Mun Tham and Dan Gill on the complex challenges of corporate deal management
Our solution
Smarter deals from end to end
We built Zafin Deal Lifecycle & Billing to centralize negotiated pricing, execution, and billing across teams. With configurable hierarchies, straight-through deal processing, and real-time analytics, we help banks manage the most complex client or product sets.
The impact
Stronger margins, lasting impact
Zafin Deal Lifecycle & Billing boosts profitability and reduces revenue leakage by executing deals with precision. Unified workflows and clear auditability, improve client trust, strengthen compliance, and drive sustainable growth.
$10M
reduction in billing operation costs
A Tier-1 North American bank transformed its deal execution and billing processes, reducing cost and complexity while recovering lost revenue and accelerating product rollout by 50%
Capabilities
Enterprise end-to-end deal and billing execution
Streamline deal negotiations, ensure compliance, and enhance profitability
Deal Manager
Digitize and govern pricing agreements
Deal Manager
Digitize and govern pricing agreements
Create, manage, and approve client-specific pricing deals with full transparency, auditability, and linkage to product and profitability models
Configure deals based on client commitments and performance metrics
Automate approval workflows across product, pricing, and risk teams
Track profitability and compliance with AI-powered real-time deal monitoring
Billing
Automate billing across complex relationships
Streamline billing execution with built-in logic for pricing application, fee calculation, invoicing, and audit support
Define and automate billing cycles for any product or segment
Eliminate manual interventions and errors with real-time, rule-based billing synced to deal terms
Generate audit-ready output with full fee and revenue transparency
Billing
Automate billing across complex relationships
Groups
Bundle accounts into pricing groups
Groups
Bundle accounts into pricing groups
Enable account and customer-level grouping for pricing and benefits using pre-defined eligibility and governance rules
Apply group-level pricing in one step across all accounts
Manage pricing for families, business units, or relationship structures
Hierarchies
Structure pricing across account hierarchies
Configure multi-level customer and account hierarchies to apply tiered pricing, benefits, and billing across business relationships
Assign parent-child structures across customer portfolios
Apply pricing at any level of the hierarchy
Manage fee waivers, rebates, and billing at the group level
Hierarchies
Structure pricing across account hierarchies
Whitepaper
Rethinking growth and profitability in commercial and corporate banking
How banks drive revenue and efficiency through pricing, product agility, and relationship strategies – without replacing the core
Learn how to:
Use dynamic pricing and bundling to respond to client needs
Speed up innovation with modular approaches
Equip RMs to deliver personalized, profitable experiences
Boost efficiency with automation and AI insights
Compete on value – not just rates
Connect with us
Explore how modernizing deal and billing execution accelerates growth, reduces risk, and boosts profitability.
