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Deal Management for Commercial and Institutional Bankers Made Easy

It’s time to eliminate manual processes and outdated tools that are limiting your commercial and institutional banking team. You need a system that turns complexity into confidence and profit.

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Powering the Best
Thousands of products, billions of transactions, and trillions of dollars in receivables are managed using CSG tools and platforms.

2x

Increase in Revenue

40%

Faster Time to Market

30%

Reduction in Churn

CSG Amplifies Your Revenue Potential

Give your relationship managers the tools they need to increase your margins and improve client satisfaction.
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Price, Charge, and Bill at the Speed of Business

Build deals fast, maintain pricing continuity across the entire client lifecycle, and ensure that what you sell is what you deliver and charge for—no more invoice confusion or mischarges.

Maximize Profitability and Customer Satisfaction

When your relationship managers work from a single source of pricing and reporting truth, every deal rolls up into the big picture, and you maintain full control.

Full Transparency for Auditing and Validation

Complete portfolio traceability across products, deals, and clients, ensuring ease of reporting, record inspection, error handling, and dispute resolution.

Monetize Your Catalog Across Partners and Ecosystems

The growing popularity of fintech partnerships and integrations means that your pricing strategy needs to work at scale and across multiple channels.

A Trusted Platform Proven to Scale With Your Business

CSG offers a suite of configurable tools that give commercial and institutional bankers the speed, confidence, and transparency they need to grow their client portfolios.

Price With Confidence. Charge With Precision.

Build streamlined proposals faster with AI-driven smart pricing and charging rules, paired with powerful customization and analytics.
  • Catalog-driven deal flows with embedded pricing logic.
  • Negotiated pricing to manage exceptions and overrides.
  • Analyze margin drivers at the product, deal, and portfolio level.
  • Permission-based deal approvals aligned with your approval policies.
  • Transparent charging and fee calculation to ensure real-time revenue accuracy.
Explore Deal Manager

Bill With Accuracy. Reconcile With Ease.

Create and deliver detailed invoices for sophisticated billing and revenue scenarios, including billing support.
  • Generates multi-party, multi-period invoices based on client requirements.
  • Keeps detailed track of payment obligations for reconciliation and cash flow purposes.
  • Manages billing profiles and account structures along with client preferences.
  • Enables billing dispute resolution, client servicing, re-issuing, audit lookups, and reporting.
  • Does the heavy lifting to turn enriched data into billable events and provides maximum transparency at every step.
Explore Billing Manager

Harmonize Your Data. Leverage Deep Intelligence.

Bring all your disparate data streams together into a structured flow that handles billions of records across standards, ledgers, systems, products, and geographies.
  • Converts and enriches data to comply with ISO 20022, SWIFT, FIX standards, and more.
  • Creates a unified structure for billing, analytics, and reporting.
  • Automates data routing for designated systems.
  • Aggregates and consolidates data for enterprise visibility and auditing.
  • Offers high scalability and availability for cloud-native or on-premise deployments.
Explore Data Manager

Delivering Value at a Global Scale

CSG Empowered a Global Payment Network to Go From Millions to Billions

“CSG brings three very important things to their partnership with us: The best people, the best technology, and the best project execution. Our initial engagement was a 3-year implementation that has helped us build a strategic foundation for the future of payments.”

- Global Payment Network VP

Global Industries. Major Partnerships.

Our strategic partners play a crucial role in our ability to deploy scalable pricing, data, and billing solutions across the globe.
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Ready To Modernize Your Commercial and Institutional Banking Operation?

Replace your error-prone manual processes with a centralized, scalable platform designed to meet the needs and expectations of today’s commercial and institutional banking clients.
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Deal Manager

AI-driven smart pricing for commercial bankers.
Data Manager

Harmonize Your Data. Leverage Deep Intelligence.
Revenue Manager

Bill With Accuracy. Slash Remediation.
Partners
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