Reimagining Banking for the Future

Reimagining Banking for the Future Grow your customer base, increase services, drive revenues, improve margins and become the bank everyone loves.

Cloud-native, agile platform built for resilient growth and revenue-generating innovation.

The financial landscape is more competitive than ever.

Customer expectations are skyrocketing, demanding tailored and innovative products and services. An increasingly complex regulatory environment, legacy systems, manual processes, and siloed data structures present significant obstacles to your ability to grow and innovate.

2x

increase in revenue

30%

reduction in churn

40%

faster time to market

Millions

per month saved in remediation costs

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©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

Revenue Leakage Price discrepancies can occur at various stages of the customer lifecycle, from initial agreement to final billing. The absence of a holistic view and robust controls exposes you to significant revenue leakage, impacting profitability and hindering your strategic growth initiatives.

Lack of End-to-End Assurance

Operational Inefficiencies

Inaccurate or inconsistent pricing and transaction data across disparate systems create challenges for auditability and compliance. The lack of a unified source of truth hinders transparency, potentially leading to regulatory scrutiny and reputational damage.

Manual processes associated with complex pricing structures and fee calculations are error-prone and time-consuming.

Delays and inaccuracies reduce employee productivity and diminish the customer experience.

Impeded Product Innovation

Reactive Error Management

Reliance on manual controls and immature governance frameworks creates a bottleneck for new product development and launch. Inability to launch and monetize new offerings quickly hinders your ability to capitalize on emerging opportunities and respond to evolving customer needs.

Identifying and rectifying billing errors after the fact is inefficient and costly.

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Incident-driven detection necessitates expensive remediation programs, further eroding your profitability and damaging your reputation.

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CSG for Financial Services With CSG, you can modernize your business, launch new products and services faster and ensure profitability from day 1.

Reduce Time to Market Catalog-driven approach to facilitate fast configuration of go-to-market products and pricing schemes.

Out of the Box Leveraging core capabilities and limiting customizations enabling for streamlined processes.

Proven Solution and Transformation

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Architected for Saas

Solution Best-Practice

Standards Aligned

CSG for Financial Services Productized Configuration

Reduce Time to Deploy A pragmatic, integrated and de-risked delivery approach. An industry leader in DevOps.

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E2E Assurance Functionally rich and proven pricing and billing solutions across enterprise segments. Proven transformation experience.

Future-Proof

Fully Managed SaaS Platform Cloud-enabled, Open API, Secure, aligned to BIAN concepts and industry standards.

Positioned for Growth Future-proof modular platform with ability to turn on new functions as needed— through configuration.

We Deliver to Our Commitment

©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

Focus on Customer Lifetime Value Build a future-proof banking experience that maximizes efficiency, strengthens margins, and delivers exceptional customer value.

Drive Revenue and Market Share with Relationship-Based Pricing & Flexible Bundling Leverage our advanced revenue management solutions to implement sophisticated pricing strategies like customer lifetime value segmentation, customizable bundling of products and services, and outcome-based or valuebased business models. This allows you to capture maximum value from each customer relationship while fostering loyalty and long-term engagement.

Close Faster and Win More with Accelerated Sales Cycles & Streamlined Deal Management Our intuitive deal management solution replaces time-consuming manual processes with automated workflows for quoting, contract generation, and approval. This empowers your sales teams to close deals faster and with greater accuracy, accelerating revenue generation and boosting win rates.

Enhance Your Competitive Edge with Flexible Product Bundling Expand your market reach and competitive edge by seamlessly onboarding partners and their products within days, not months. Offer value-added services and loyalty benefits alongside your existing portfolio, securing customer retention and unlocking new revenue streams.

Frictionless Interactions & Personalized Engagement Deliver a superior customer and employee experience with AI-powered insights and self-service tools that empower customers to manage their finances effectively. Leverage personalized engagement strategies across all touchpoints to unlock new revenue streams and build lasting customer relationships. ©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

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Focus on Margin Protection and End-to-End Assurance

Deal Management - Deep Dive In every sale is a "deal"

Protect profitability with unmatched margin protection.

Maintain profitability from day 1 and eliminate unauthorized discounting and uncontrolled commitments with automated controls. Gain granular visibility into financial and partner product costs through advanced cost analysis tools. Continuous margin monitoring throughout the deal lifecycle ensures you capture the full value of each agreement.

Underpinned by agreements

Catalog-driven commercial management is the key to profitability Must Manage Change

Must Understand n Costs n Lower price n Roll-up rules

Bid

n n

Deliver

Commercial integrity of bundles Obligations and liabilities in multi-party solution

Maintain

Must Build n Accurate product configuration n Accurate settlements n Accurate revenue recognition 6

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With complex "multi-component" bundling

And complex commercial relationships

Deal profitability is essential

©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

Safeguard Against Remediation Costs with End-to-End Assurance.

Eliminate discrepancies between quoted rates, delivered services, and final billing. Our catalog-driven approach to deal management ensures a unified source of truth, safeguarding revenue, protecting against remediation costs and enhancing auditability.

Focus on outcomes, not infrastructure.

Unmatched Agility & Speed: Our solutions leverage a cloud-native, Software-as-a-Service (SaaS) model that seamlessly integrates with your existing systems. This evergreen, next-generation technology ensures scalability, agility, and ongoing innovation. Embrace the future of open banking with standards-based solutions that empower you to adapt and thrive in a dynamic banking ecosystem.

By partnering with us, you gain a comprehensive portfolio designed to address your specific challenges. We provide the tools and expertise you need to achieve your strategic objectives, allowing you to focus on building resilient growth while we take care of the underlying technology infrastructure.

©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

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Accelerate time-to-market, improve business agility, redefine customer service and engagement, and lower operating costs with CSG. Deal Management

Automated Billing & Reporting

End-to-End Assurance

Accurate & Efficient Quoting: Negotiate and finalize pricing with confidence, leveraging real-time data to ensure profitability from the start.

Seamless Recurring Billing: Automate recurring fee collection for predictable revenue streams.

Reconciliation for Accuracy: Confidently reconcile pricing, sales, and billing data across all channels for complete transparency.

Individual Deal Analysis: Gain granular insights into the profitability of each deal, empowering informed decision-making.

Pricing & Cost Expertise: Catalog-driven pricing and cost management, ensuring consistent and accurate billing.

Product & Customer-Level Analytics: Uncover key trends and optimize product profitability across your offerings and customer segments.

Streamlined Deal Approvals: Navigate complex deal approval workflows with ease, ensuring timely decisions based on predefined profitability parameters.

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Flexible Ad-Hoc Billing: Capture revenue accurately with on-demand charges for additional services.

Granular Transaction Fee Management: Track every transaction and ensure proper billing for each interaction.

Powerful Analytics & Profitability Insights

Deal Auditability & Traceability: Maintain a clear audit trail for every deal, enabling easy tracking of profitability and historical updates.

Dynamic Margin Visibility: Real-time margin information empowers smarter pricing negotiations with customers.

Product Line & Customer Profitability: Empower Product Managers with actionable data on product line profitability and overall merchant performance.

©2024 CSG SYSTEMS INTERNATIONAL, INC. AND/OR ITS AFFILIATES (“CSG”)

About CSG CSG empowers companies to build unforgettable experiences, making it easier for people and businesses to connect with, use and pay for the services they value most. Our customer experience, billing and payments solutions help companies of any size make money and make a difference. With our SaaS solutions, company leaders can take control of their future and tap into guidance along the way from our fiercely committed and forward-thinking CSGers around the world. ​ Want to learn more about how to be a change-maker and industry shaper like the global brands that trust CSG? Visit csgi.com to learn more.

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