Financial Services

Revenue pressures meet your match

Many factors put increased pressure on your financial services organization to streamline operations, improve client service and ensure compliance. By harnessing and operationalizing essential commercial relationship data found within complex, negotiated contracts, Pramata helps you capture revenue that’s ready and waiting.


    Provide everyone who needs it with secure access to the most accurate, complete and current view of your valuable client relationships to:

    Eliminate information gaps that lead to fee leakage and overbilling

    Improve client satisfaction and transparency when your teams have complete understanding of contractual and billing terms

    Ensure regulatory and client compliance by improving commercial relationship data security and accessibility


    Why Pramata for Financial Services


    Fee Schedule Management

    Complex, ever-changing fee schedules can lead to millions in lost revenue due to overbilling or under-billing. Pramata helps you ensure accurate billing and compliance with active MFN provisions and eliminates the manual drudgery of finding current pricing data.

    Custom Client Services/SLAs

    The unique nature of client terms make it difficult for client services to find and track the right data when it comes time to operationalize. Pramata puts everyone on the same page with one commercial relationship system of record, so you can meet all contracted client requirements and provide a high rate or accurate responses to client inquiries.

    Proactive Regulatory Responsiveness

    Regulation in the financial services industry is a moving target. Pramata automates the centralization, organization, and auditing of client documentation while flagging potential gaps or issues for resolution.


    Investment Guidelines Management

    Unique investment guidelines are all too common across your client base. Pramata provides the visibility to easily look across your portfolio to identify any limitations that may impact new product development and compliance.