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A collection of podcast series by SunTec Business Solutions, the world’s No. 1 pricing and billing company that offers hyper-personalized products, pricing, offers, loyalty programs, and billing for over 400 million end-customers. Listen to thought leaders and experts as they dive into the financial ecosystem, and the art of being customer-centric with technology, one topic at a time.
Episodes

Tuesday May 16, 2023
Tuesday May 16, 2023
In this episode, our host Samuel Davidowitz, Sales Director – US, SunTec, and our speaker Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, delve into the findings from our recent survey with the American Banker. They uncover perceptions that banks have about account analysis, why it’s important for banks to innovate when it comes to account analysis, how ESG can be integrated into this, and most importantly is the industry ready for this change.

Thursday May 04, 2023
Account Analysis Ep. 5: Real-time Account Analysis
Thursday May 04, 2023
Thursday May 04, 2023
According to our recent survey done in collaboration with the American Banker, six-in-10 banks cite real-time account balance information as one of the most important essential services they offer corporate customers, yet only 41% of banks say they fully meet client needs in that regard. Banks view account analysis as a mere bill for services but real-time account analysis can be transformational. It can be used as an effective tool by both banks and treasury customers. In this podcast our host Samuel Davidowitz, Sales Director – US, SunTec, and speaker Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, discuss how treasury customers can benefit from real-time account analysis. Listen now!

Tuesday Apr 18, 2023
ESG Frameworks and Its Impact Across Our Lives and Businesses
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
In this podcast, our host Pulkit Bhardwaj, Associate Director Sales – UK&I and EMEA, SunTec, is in discussion with Alex Garkov, ESG Account Executive - Sustainable Finance, EcoVadis and Samuel Davidowitz, Sales Director – US, SunTec to deliberate over the impact of ESG frameworks on global businesses. Tune in to learn how the banking industry can focus on ESG priorities as opposed to focusing on revenue alone in the current economic condition, the role of customers in pushing the sustainability agenda and much more.

Wednesday Apr 12, 2023
Account Analysis Ep. 4 - Using Dynamic Segmentation for Account Analysis Rates & Fees
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
Many banks use customer segmentation by looking at static attributes. However, looking at dynamic segmentation of customers can help banks to get new business, ensure customer satisfaction, and focus on things that are of interest to corporate treasury customers. In this episode our host Samuel Davidowitz, Sales Director – US, SunTec, and speaker Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, discuss how banks can use dynamic segmentation to understand customer behavior and needs better, give them improved offers and discounts on pricing, and implement sustainability-based pricing. Listen now!

Friday Mar 31, 2023
Account Analysis Episode 3: Managing the Entire Account Analysis Lifecycle
Friday Mar 31, 2023
Friday Mar 31, 2023
Corporate banks that issue accurate and timely billing and account analysis statements are well ahead of the game in solving treasury problems.
In this episode, our host Samuel Davidowitz, Sales Director – US, SunTec, and speaker Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, unravel the corporate billing statement generation process and how banks can improve customer satisfaction, bring in operational efficiency, and eliminate revenue leakage. Listen in to discover the typical challenges banks face in managing the account analysis lifecycle, what makes account analysis frustrating for banks, and how banks can deliver error-free billing statements.

Friday Mar 17, 2023
Account Analysis Episode 2: Supporting Sales Efforts in Account Analysis
Friday Mar 17, 2023
Friday Mar 17, 2023
In this episode, our host Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, and speaker Samuel Davidowitz, Sales Director – US, SunTec, discuss the challenges that face treasury management sales teams today, how revenue leakage issues can be solved in the sales process, and what innovative banks can do to prevent revenue leakage, boost bottom line, and enable data-driven decisions.

Wednesday Mar 08, 2023
Innovation in Account Analysis with Green ECR
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
In our latest episode, we kick-off a new series of podcasts on ‘Reinventing Account Analysis’.
Our host Samuel Davidowitz, Sales Director - US, SunTec, is in conversation with Dan Gill, CTP, Industry Principal - Banking & Financial Services, SunTec, as they discuss how ESG is cementing its place in top banking trends in 2023 with banks and corporates continuing to make sustainability pledges and net zero commitments and what this means for treasury products. Tune in to discover how banks can offer their corporate customers a novel carbon offset solution and how to ensure innovation in account analysis by delivering “green ECR statements.”

Thursday Feb 16, 2023
KSA e-Invoicing Integration Phase: How Banks Can Stay Prepared - Part 2
Thursday Feb 16, 2023
Thursday Feb 16, 2023
The e-invoicing mandate in the Kingdom of Saudi Arabia (KSA) is an offshoot of the digital transformation that the country is witnessing. In this episode, our host Rohit Kapoor, GM – Sales, SunTec is in conversation with Madhu M, Senior Principal, SunTec, as they discuss the specifics of the second phase of e-invoicing, also known as the integration phase.
Tune in to the two-part series to better understand the regulatory mandate, the challenges faced in such an integration and how you can ensure a future-proof technology strategy for a smooth integration.

Thursday Feb 16, 2023
KSA e-Invoicing Integration Phase: How Banks Can Stay Prepared - Part 1
Thursday Feb 16, 2023
Thursday Feb 16, 2023
The e-invoicing mandate in the Kingdom of Saudi Arabia (KSA) is an offshoot of the digital transformation that the country is witnessing. In this episode, our host Rohit Kapoor, GM – Sales, SunTec is in conversation with Madhu M, Senior Principal, SunTec, as they discuss the specifics of the second phase of e-invoicing, also known as the integration phase.
Tune in to the two-part series of this podcast to better understand the regulatory mandate, the challenges faced in such an integration and how you can ensure a future-proof technology strategy for a smooth integration.

Friday Feb 03, 2023
Friday Feb 03, 2023
Tune in to this interesting conversation between Pete McCaffrey, Principle Product Management GTM Lead, IBM, and Girish Menon, AVP - Product Engineering, SunTec, as they discuss the state of core banking on mainframe systems, how banks must approach security and compliance in an evolving landscape, the role of technologies like AI in core banking, and newer ways for banks to utilize existing investments in mainframes.