Use cases

Use Case_RelationshipPricing

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Relationship Pricing 2 How it works You've decided to offer a tiered Relationship Reward Program that incentives both the depth and breadth of customer relationships. You simply sign in to Zafin's offer execution console, which sits adjacent to your core banking system, and establish the requirements. Relationship Pricing T I E R 2 I N C E N T I V E S For customers with combined deposits between $50k - $99k 5bp Interest rate bump on Savings $500 mortgage closing cost credit 50% higher rewards on credit card 30 free trades per month in your investment portfolio + P R I O R I T Y C U S T O M E R S E R V I C E 50% more fee-free transactions per month 0.25% rate reduction on personal loans Tier 1 $ 2 0 , 0 0 0 – $ 4 9, 9 9 9 Tier 2 $ 5 0 , 0 0 0 - $ 9 9, 9 9 9 Tier 3 $ 1 0 0 , 0 0 0 + P R E S C R I B E D U S E C A S E Once the interface between your core banking system and offer execution is in place, you'll no longer need to engage IT or your core provider to create a new product to service a segment of customers. Offer execution does the analytics and computations then feeds the results back to your core banking system to ensure customers receive the rewards as defined. R E L A T I O N S H I P T I E R S

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