Opportunity Management
Streamline pricing approvals with intelligent escalation workflows and role-based visibility that balance oversight with speed.
Features
Automated Exception and Approval Workflows
Configure discretionary authority limits, design custom escalation paths and control opportunity visibility across organizational hierarchies to ensure proper approvals while maintaining operational agility.
Discretion Management
Define discretion authority limits by role, channel and customer type with automatic enforcement and complete audit trails.
Escalation Paths
Configure intelligent routing rules that automatically direct pricing requests to appropriate approval authorities based on deal characteristics.
Opportunity Visibility
Sync with origination systems with full control over which users can view specific opportunities.
How it works
Balance speed with control through intelligent guardrails
Design discretion limits and escalation workflows that reflect your organization’s risk appetite.
Benefits
Optimize approvals while maintaining control
Balance risk management with operational speed through intelligent automation and governance.
Act with confidence
Faster deal decisions
Automate routine approvals and intelligent routing to slash manual review time and accelerate customer responses.
Global visibility
Enhanced governance and compliance
Maintain consistent discretionary authority enforcement with complete audit trails that demonstrate regulatory compliance.
Convert
Improved win rates
Empower front-line teams with clear authority limits and faster exception processing to close deals competitively.
Take it to the next level
Organizational scalability
Support complex organizational structures with flexible hierarchy management and cross-market visibility controls.
Schedule a demo
Learn how top financial institutions use Nomis to drive results. Book your personalized demo today.