Streamline the path from quoting to closing
Deal Manager is an AI-driven smart pricing tool that gives you confidence, compliance, transparency, and speed for every deal, every time.
A modern solution to power deals and protect your margin
Features designed to handle the scale, complexity, and compliance needs of commercial and institutional banking teams.
Superior bundle management
Catalog-based pricing and relationship-based customization meet hierarchical approvals and AI-powered profitability analysis to streamline your workflow and eliminate manual processes.
Comprehensive catalog with pricing logic, discount rules, and product configurations
Negotiated pricing workflows to manage exceptions, approvals, and overrides
Fee rating and charging logic apply price inputs to actual usage for accurate invoicing
Regulatory configurability for different compliance jurisdictions and regimes
Real-time profitability analysis for transparent deal economics
Enterprise scalability
Engineered for real-world performance at global scale, supporting billions of transactions daily, real-time adjustments, and any deployment model.
Proven autoscaling can handle 20X normal transaction volumes
Real-time processing removes dependency on batched data
Works with on-premise or cloud deployments, supporting data sovereignty
Pricing adjustments can be made in real-time for maximum revenue capture
Designed to process billions of transactions per day
API-first hybrid architecture
Built for complex ecosystems, Deal Manager’s modular, API-first architecture integrates cleanly into legacy stacks while enabling full cloud flexibility.
Deployable as an on-premise, cloud-only, or hybrid solution
Designed with containerized microservices, natively compatible with AWS and Azure
Multi-tenant architecture supports faster innovation and product rollouts
Modular features allow for staged implementation alongside legacy infrastructure
API-first design enables simpler, faster integrations with vendor constellations
Manual processes lead to millions in lost business
There’s a better way to price your deals. With the right tools in place, your relationship managers can focus on the client instead of the busywork.
A single source of truth for every decision
CSG’s rule-based pricing engine uses custom permissions and AI-driven logic to execute consistent, profitable pricing decisions every time.
Deliver winning proposals
Thanks to rules-based, AI-driven pricing and deal analysis, every deal is guaranteed to protect your margin and be fiercely competitive.
Fewer errors and more revenue
Deal Manager automates pricing and charging, even on the most complex, high-volume deals to ensure that your revenue is protected.
Verify cost-to-deliver and profitability
You don’t have to wait until the invoice is paid to see your real margin. Deal Manager gives you maximum clarity from the beginning.
Built-in trust for a connected world
Digital transformation that’s as safe as it is swift, from secure cloud deployments that protect subscriber data to automated fraud testing that stops revenue leakage before it starts.
A simple and easy data ecosystem
Deal Manager gives your relationship managers the tools and confidence they need to quote and close deals faster than ever before.
Frequently asked questions
Related resources
How Global Banks Can Boost Profits with Smarter Pricing
Powering Banking Modernization and Customer-first Innovation
