Company Research Report: Zafin



1. Company Overview



Name


Zafin

Mission


No information is available.

Founded


Year: 2002
Founded by: No information is available.

Key People


  • Chief Executive Officer: Charbel Safadi

  • Chief Revenue Officer: Terry Hickey

  • Chief Marketing Officer: Bhavna Wadhwa

  • Chief Commercial & Risk Officer: Dinesh Krishnan

  • Chief Financial Officer: Dave Singh

  • Chief Operations Officer: Anugopal Venugopalan

  • Chief People Officer: Janette Yuen

  • Chief Technology Officer: Shahir Daya

  • Chief Customer Officer: Simon Kalechstein

  • Chief Information Security Officer: Sanjay Sharma

  • Chief Sustainability Officer and Managing Director, India: Suja Chandy


Headquarters


Vancouver, Canada

Number of Employees


No information is available.

Revenue


No information is available.

Known For


Zafin is known for being a leading provider of SaaS core modernization and transformation solutions for banks and financial institutions.

2. Products



Product Catalog


Description: A centralized platform to define, distribute, and administer product information.
Key Features:
  • Centralize product information

  • Seamlessly integrate with upstream and downstream systems

  • Manage product suitability and eligibility rules

  • Efficiently distribute product data to any system via APIs


Dynamic Relationship Pricing


Description: Personalize product and pricing across all banking channels effectively.
Key Features:
  • Aggregated customer transactional and balance data

  • APIs and streaming tools for real-time actionable insights

  • Personalized product selection and pricing mechanisms


Quote to Cash


Description: A comprehensive transaction banking transformation solution ensuring 100% fee capture and client commitment enforcement.
Key Features:
  • Automated price negotiations and billing

  • Transparent invoices aligned with pricing agreements

  • Reduced revenue leakage and operational costs

  • Enhanced customer-product profitability insights


Billing


Description: An advanced billing solution reducing costs and improving customer experience by automating processes.
Key Features:
  • Consolidated, granular invoices and statements

  • Integrated with Deal Manager for seamless operations

  • Detailed visibility into invoice lifecycle status


Deal Manager


Description: A tool providing a 360° view of customers, covering negotiation and ongoing monitoring of deal parameters and profitability.
Key Features:
  • Create and model client scenarios

  • Govern deal discounting and approvals

  • Evaluate against bank policy with approval workflows


Data Fabric


Description: Unifying data from diverse sources into a cohesive analytics and operational data store aligned with BIAN standards.
Key Features:
  • Simplified data querying

  • Unified data representation

  • Accelerated innovation and regulatory compliance


Analytics


Description: Provides immediate insights to drive profitable banking relationships by monitoring product, pricing, and offer data.
Key Features:
  • Pre-built dashboards and reports

  • Performance tracking of banking products

  • User-specific dashboard views


Proposition Manager


Description: Facilitates creation and governance of personalized, multi-product propositions and rewards.
Key Features:
  • Design multi-product propositions

  • Configurable eligibility rules and rewards

  • Transparent governance and automated fulfillment


3. Recent Developments



New Products Launched


No information is available.

New Features Added


  • Product Catalog: Pre-defined and extensible product templates, improved change review process.

  • Rates & Fees: Resolved fee pricing output, securities account balance interface.

  • Dynamic Cohorts: Configure cohorts with new offer-related attributes.

  • Signals: Enhanced customer engagement with offer expiry notifications, fee variance tracking.


New Partnerships


  • 10x Banking: Global collaboration to accelerate core banking systems transformation.


In the absence of additional data points in some areas, this report reflects all available information for Zafin as derived from the provided data.