Optimize revenue and improve customer relationships

Implement effective pricing strategies across your customer base.

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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.

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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.

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Optimize revenue

Pinpoint clients, product families, and services that are most profitable while detecting pricing concessions and fee waivers to highlight lost revenue opportunities.

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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.

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Simplify bill presentation

Present composite statements for the account and display a graphical representation of the statement with color coding and icons for simplicity.

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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.

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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.

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Ready to get started?

We’re here to help you imagine what’s possible and bring it to life