Optimize revenue and improve customer relationships
Implement effective pricing strategies across your customer base.
Why Pricing and Billing?
Pricing and Billing is a platform for financial institutions and corporates to present bills and optimize revenue across their customer base.
Manage pricing and billing
Provide extensive account analysis capabilities suited for any need, such as maintaining standard and exception pricing, generating monthly analysis, and providing downstream reporting.
Optimize revenue
Pinpoint clients, product families, and services that are most profitable while detecting pricing concessions and fee waivers to highlight lost revenue opportunities.
Increase account visibility
Utilize a clear, interactive dashboard to manage your catalog of products and make pricing decisions for clients.
Offer pricing flexibility
Create pricing for clients in any structure: apply earnings credits, hard interest, or hybrid strategies. Allow for exception pricing and handle pricing in multiple currencies.
Simplify bill presentation
Present composite statements for the account and display a graphical representation of the statement with color coding and icons for simplicity.
Unlock operational efficiencies
Transfer data in real-time with APIs, generate reports on your data within the dashboard and create model results at the client level for “what if” pricing scenarios.
Accommodate clients large and small
Offer the ability to handle account analysis for clients of any size, from consumer, to SMB, to large corporate enterprise clients.