Products
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SunTec Xelerate Deal Management software 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.
Corporate banking deals today are faster, larger, and more complex than ever. SunTec Xelerate Deal Management transforms this complexity into clarity, powering every stage of the deal lifecycle with intelligence, agility, and precision. From negotiation to renewal, we help banks design, deliver, and scale smarter deals.
Enables the creation of specific, choice-driven deals for each customer
Centralized capability to manage complex cross-product and cross-entity deals
Simulate expected revenue and profits based on throughputs and price points to drive negotiations
Fully automated workflow and notifications as well as multi-level, sequential and parallel approvals
Intelligent UX based on persona allows ease of use and contextual interaction
Automated implementation of the deal ensures synchronization with downstream pricing and billing systems
Discover the value customer-centricity brings to your business
The deal lifecycle starts from the RFP stage itself. Manually filling large corporate RFPs can be a time-intensive and error-prone process with relationship managers (RMs) collecting data manually from multiple sources and filling in the same data into systems. As a result, instead of being a strategic, value-driven process, this vital first step becomes an administrative hurdle that can delay responses and impact conversions.
The enhanced SunTec Xelerate Deal Management product leverages AI to automate and improve the entire process. It can analyze RFP inputs to pre-fill templates with customer information, required products, service needs, and basic pricing structures. It can cut through organizational silos to integrate customer relationship data, compare prices with real-time market benchmarks, and ensure that every proposal is accurate, competitive, and profitable.
The product comes with pre-configured workflows that expedite collaboration and reviews across product, legal, and finance teams, and reduce duplication and version errors. By reducing the RFP-to-proposal cycle from weeks to days, banks can deliver faster, sharper, and more personalized responses, and improve win rates, revenue realization, and customer experience.
Corporate customers expect integrated deals that combine multiple products like loans, trade, FX, and treasury products. And they expect personalized, relationship-based, and flexible pricing for these multi-product proposals. But managing such an integrated offering across siloed product systems can be a complex task, and banks may find it difficult to present a cohesive offering, accurately assess deal profitability or track commitments.
SunTec Xelerate Deal Management provides a unified platform that can cut through product silos to allow relationship managers to structure complex, multi-product corporate deals seamlessly. It can help identify relevant product combinations, configure pricing bundles, and simulate profitability scenarios for better decision making. With SunTec Xelerate Deal Management banks can offer an integrated deal that ensures cross-selling, accelerates time-to-market, and delivers what customers want, resulting in deeper relationships.
Advanced analytics continuously evaluate transaction behavior and relationship performance to identify cross-selling opportunities and recommend optimal product combinations. AI-powered pricing engines calculate competitive yet profitable structures in real time, while predictive models assess how bundled offerings may perform post-implementation, ensuring every multi-product deal balances customer value with margin protection.
Large organizations with operations across countries and jurisdictions are an important customer base for banks. But managing deals across multiple entities, currencies, and regions can be a challenging task as it requires them to work across different systems and compliance requirements. Manual consolidation of such deals leads to delays, inconsistencies, and poses regulatory risk.
SunTec Xelerate Deal Management provides a single, comprehensive platform for structuring and managing cross-entity, multi-currency deals. And it offers centralized governance and complete visibility into the deal lifecycle, allowing banks to structure, implement, and manage global deals efficiently.
Predictive analytics compare global and child deal performance, highlight rate disparities, and recommend corrective action, helping banks maintain consistency, compliance, and profitability across complex international deal structures.
Factors like pricing errors, manual processes and inaccuracies, missed approvals, and poor visibility into past deal performance impair a bank’s ability to optimize pricing and improve win-rates. This causes significant revenue leakage and customer dissatisfaction.
SunTec Xelerate Deal Management can be integrated with our Pricing and Billing products to streamline this process. Deal terms are immediately fed into the pricing and billing engine to ensure commitments are met and deal performance recorded for future reference. Robust AI-powered analytics provide actionable insights on deal success rates, customer commitments, and margin realization to power continuous improvement. And in-built controls minimize revenue leakage. This integration empowers banks to not only win more deals but also retain profitability through efficient and error-free execution.
Intelligent performance analysis predicts deal success by comparing commitments against actual transaction behavior and benchmarking outcomes against similar customers. AI continuously learns from historical win/loss patterns to recommend pricing adjustments and renewal strategies, enabling banks to proactively improve margins while increasing conversion rates.
Before a deal is finalized, the bank must assess the impact of different variables on revenues and profits. These variables include product combinations, fee structures, volume commitments, and competitive, personalized rates. For this, banks need automated and robust simulation and analysis capabilities.
With SunTec Xelerate Deal Management, pricing teams and relationship managers can easily model multiple deal scenarios and assess their margin implications in real time. They can test “what-if” combinations, visualize the effect of bundling, and identify the most profitable configurations before going into the customer negotiation stage. This ensures that every offer is both competitive and profitable.
Conversational AI supports dynamic what-if modeling by allowing teams to explore multiple pricing and bundling scenarios instantly. Predictive margin analysis evaluates long-term profitability across currencies and contract durations, helping banks arrive at optimized deal structures faster and with greater confidence.
Deal governance can become a fragmented and disjointed process when managing deal versions, approvals, and compliance documentation across multiple stakeholders. Centralized governance is crucial for avoiding operational inefficiencies, audit gaps, and compliance risks.
SunTec Xelerate Deal Management maintains a centralized repository for all deal data. This includes versions, approvals, supporting documents, and customer commitments. Every modification is logged with a timestamped audit trail, ensuring full transparency and regulatory readiness. Deal lifecycle insights help compliance teams, auditors, and management track deal progress, enforce policy adherence, and strengthen governance across the enterprise.
AI-driven compliance intelligence continuously monitors deal activity for deviations from approval thresholds, pricing limits, and policy guidelines. Automated alerts surface governance risks early, while intelligent audit analytics provide complete visibility into deal evolution.
