A: A discount management solution helps private banks govern, approve, and document pricing exceptions across the full wealth proposition, including lending spreads, FX margins, deposit pricing, and advisory and portfolio fees. It provides end-to-end visibility into pricing terms, approval decisions, and relationship-level economics, to enable private banks to reduce margin leakage while maintaining consistent, transparent, and auditable pricing practices.
Ensure structured pricing and revenue management
Reduce regulatory risk and revenue leakage through consistent, well-governed pricing guidance across private banking and wealth management
Bring structure and control to pricing and discount management across private banking and wealth management
In private banking and wealth management, consistent and transparent customer pricing is essential to protecting revenue, meeting regulatory expectations, and ensuring fair customer treatment. Yet pricing processes are often fragmented, manual, and poorly documented, which limits visibility into the true economic impact of pricing decisions. As discount requests increase and portfolios grow more complex, the lack of structured guidance and oversight can result in revenue leakage, operational risk, and inconsistent outcomes. Designed to address these challenges, PricePro provides a structured, data-driven approach to pricing and discount management in private banking and wealth management. The solution centralizes pricing data, supports consistent approval frameworks, and ensures customer-agreed conditions are clearly documented. By combining pricing guidance, revenue simulation, and transparent monitoring, PricePro enables banks to strengthen pricing consistency and maintain effective control over pricing decisions.
Why private banks and wealth managers choose our award-winning, gold standard client relationship pricing solution
How PricePro enables revenue and discount management in practice
Pricing KPI overview
PricePro delivers a consolidated view of key pricing and revenue indicators, such as assets under management versus return on assets and discount levels across portfolios. Intuitive dashboards provide senior management with strategic oversight of pricing trends, while offering insight into discount guidance and deal-level profitability. This enables banks to monitor pricing performance consistently and identify emerging risks or opportunities early.
Revenue contribution by product
Advisors can easily assess the relationship-level impact of any pricing decision, including how changes to spreads and fees affect total revenue and margin across recurring fees and transaction income. By viewing revenue across asset classes, advisors gain clearer insight into pricing behavior, enforced margins, and deviations from standard or agreed pricing. This supports more informed customer discussions and consistent application of pricing policies.
System integration, content management, and scalability
PricePro enables banks to analyze pricing enforcement trends across regions and asset classes by linking pricing outcomes to investment volumes and activity levels. This visibility helps teams understand where pricing discipline is being applied consistently and where commercial opportunities may be under- or over-exploited. As a result, pricing decisions can be aligned more closely with market dynamics and portfolio strategy.
Tailored solutions
Built on a modular platform, SK Engine can be configured to meet a wide range of pricing needs. For more complex requirements, tailored solutions extend that flexibility even further.