Automate end-to-end deal management process, provide flexibility to create customer-specific deals, mitigate conduct risk and reduce revenue leakage while ensuring price transparency and policy compliance.

Why SunTec Xelerate?

SunTec’s Deal Management software on the SunTec Xelerate platform enables financial services, telecom, travel and insurance firms to manage the sales process from the construction of the proposal through to the negotiation and closure of the deal. It enables organizations to streamline and automate the process by bringing the required transparency and measurability. SunTec’s Deal Management ensures a data-driven deal process that enhances transparency and sales forecasting. It significantly improves the sales process, simplifies complex negotiations, improves the quality of revenue, and streamlines downstream billing operations.

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Features of SunTec’s Deal Management

Personalized Deals

Enables the creation of specific, choice-driven deals for each customer

Enterprise Level Platform

Centralized capability to manage complex cross-product and cross-entity deals

Intelligent Deal Pricing

Simulate expected revenue and profits based on throughputs and price points to drive negotiations

Compliance-Driven Workflows

Fully automated workflow and notifications as well as multi-level, sequential and parallel approvals

Intuitive User Experience

Intelligent UX based on persona allows ease of use and contextual interaction

Ease of Integration

Automated implementation of the deal ensures synchronization with downstream pricing
and billing systems

"Ensure organizational profitability by plugging revenue leakage effectively"

A de-cluttered view of deals: Manage deals across territories and obtain a comprehensive view of every deal, irrespective of multi-entity and multi-geography structures of customer enterprises.

Revenue monitoring made easy: Perform a cost-benefit analysis of deals and monitor revenue through commitment and deal performance tracking.

Benefits

Drive customer choice by offering contextual solutions

Mitigate conduct risk and promote fairness by right pricing for all products and services

Reduce cost through automation of the end-to-end process including deal implementation

Drive overall relationship value through cross-bundle offers and benefits

Enhance the sales process by providing the right insights for each stage of the process

Reduce operational risks and improve controls through conditional approvals and centralization of the entire process

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Deal Management FAQs

1. Why is deal management important in banking?

In a highly competitive landscape, banks need to deliver contextualized, value-driven offerings. Personalized deal management in banking ensures pricing is aligned with customer value, relationship potential, and negotiated terms—driving profitability and customer retention.

2. What are the common challenges in managing banking deals?

Banks often struggle with fragmented systems, manual pricing decisions, lack of visibility into margins, and inconsistent deal governance. An automated deal management platform and deal flow management solutions address these issues through standardization and central oversight.

3. How does effective deal management support digital transformation?

By digitizing and automating deal workflows through an effective deal management system, banks can reduce manual effort, improve agility, and offer better customer experiences—aligning with broader digital transformation goals.

4. What is SunTec Deal Management?

SunTec Deal Management is a comprehensive platform that helps banks and financial institutions create, manage, and operationalize complex, relationship-based pricing and non-pricing deals across retail, corporate, and SME segments. Learn more

5. Which types of institutions benefit from this solution?

SunTec’s Deal Management solution in banking is ideal for global and regional banks, especially those serving corporate and SME clients. It helps frontline, product, and pricing teams streamline deal lifecycle management.

6. What are the key capabilities of SunTec’s Deal Management solution?

Key features include:

Deal structuring with bundled products/services

Relationship-based pricing

Margin and profitability analysis

Centralized deal repository

Approval workflows

Integration with core banking and CRM systems

7. How does the platform enable contextual pricing?

The deal management platform allows banks to configure pricing based on customer relationship value, segment, behavior, volume commitments, and cross-product bundling, enabling personalized and competitive offerings.

8. Is it compatible with my existing core systems?

Yes. SunTec Deal Management is designed to integrate seamlessly with existing core banking, CRM, and digital channels through API-led architecture, ensuring minimal disruption to ongoing operations.

9. What business outcomes can I expect?

Banks using this solution have seen improved deal turnaround time, increased fee income, higher win rates, and more consistent pricing governance, demonstrating the impact of effective deal management in financial services. It also enhances customer trust through transparency.

10. Where can I find more information or request a demo?

For a customized demo or to explore how SunTec Deal Management can work for your organization, please visit the product page or reach out to us directly. Request Demo

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