Use cases

Use Case_OfferCode

Issue link: https://resources.zafin.com/i/1057352

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FEES Configure standard fees and calculations Create different price plans for specific microsegments based on configurable attributes Create a rules-based governance framework to track fee waivers, discounts, rebates and reversals against required conditions Enable fee transparency for both front-line staff and clients, with clear descriptions of what a fee is and why it was charged RATES Configure standard rates Create different rate plans for specific microsegments based on configurable attributes Import base rates or configure your own Configure rate offsets, exceptions and validations Create a rules-based governance framework to track preferred rates against required conditions OFFERS Design unique cross-products offers for specific microsegments Configure eligibility rules, conditions and benefits for each offer Create a rules-based governance framework to track benefits against required conditions Assign the applicable benefit automatically ANALYTICS Drive revenue by maximizing product cross-sell and up-sell capabilities, with product recommendations derived from client data Enhance client experience with product offers and pricing tailored to the needs of specific microsegments Increase retention by identifying and proactively targeting clients exhibiting attrition risk behaviors Minimize channel costs by identifying and incentivizing activity with lower-cost channels Key features The Zafin difference Motivate referrals with a lucrative promotion. Engage new customers through trusted word-of-mouth referrals. Keep new business by executing referral bonuses in a timely and efficient manner using Zafin's offer execution capabilities. Offer Code P R E S C R I B E D U S E C A S E Offer Code zafin.com 3

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