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Zafin 360
Product and pricing software to address key banking challenges
Overview
Zafin 360 empowers bankers with immediate, easy and transparent access to customers’ product, pricing and charging information, plus exception pricing capabilities and workflows .
Relationships that grow and last are rooted in the trust that springs from customers feeling known, understood and rewarded. Give your bankers the tools to deliver an excellent experience across the full customer lifecycle.
Zafin 360 empowers bankers with a full 360-degree view of your customer’s products, packages and offers plus clear sightlines on how each customer’s banking behaviors line up with relevant product, package and offer qualifications and conditions.
With Zafin 360, banks can negotiate and implement profitable exception prices with ease and at speed, and your bank is on track to deliver not just customer satisfaction but customer delight.
With Zafin 360, - Accurately and automatically calculate rates, fees and other benefits for negotiated arrangements and exception pricing - Enforce time limits on fee waivers and pricing exceptions, automatically - Access comprehensive, accurate and up-to-date information about products, transactions and balances for every customer and every arrangement - Easily integrate with any billing system - Rapidly create and deploy negotiated arrangements without IT - Calculate and review profitability and other key metrics for each arrangement - System of record for terms and conditions associated with negotiated arrangements - System of record for customer-level banking behaviors associated with qualifying criteria for rates, fees and other benefits - Standardize workflows for review and approval of new deals and periodically review existing deals - Easily customize approval workflows - Transparent access to deal terms for immediate managerial access and oversight
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package