Most Recent Flipbooks
Our enterprise software platform enables financial institutions to overcome core system limitations and build deeper, more personalized, and more valuable client relationships.
Incentivize the right client behaviour with greater control over three levers of client value: fees, rates, and offers
Client Offer Management
Our simple, easy-to-use technology platform for pricing and deal governance enables corporate banks to rapidly deploy and govern personalized, profitable client proposals
Rate Management for Retail Deposits
Having the ability to tailor deposit rates based on a client’s needs and profile, along with the bank’s strategy, will result in happier clients and improved loyalty.
Relationship Pricing and Fee Transparency
With the right system, banks can remain transparent, enable customer self-service, improving efficiency and helping to reduce costs.
With the right system, banks can easily maintain records of product and pricing changes, promotions offered, and explanations behind why customers are charged certain fees.