Rates and offers drift across channels.
CatalogsBuilder turns this recurring manual work into a governed process your team can see, review, and improve.
PIM for Banking
Make every financial product easier to understand and compare.
Banking product information changes across rates, customer segments, regions and regulatory disclosures. CatalogsBuilder gives teams one governed place to structure, approve and publish accurate product information.
Category-ready data model Hanzo AI with human approval Publish to every channel
BankingProduct readiness
Master product recordComplete, approved, channel ready
98%Rate approvedEligibility rulesDisclosure ready
ImportEnrichApprovePublish
Sound familiar?
The product-data work that slows banking teams down.
Eligibility rules are buried in documents.
CatalogsBuilder turns this recurring manual work into a governed process your team can see, review, and improve.
Disclosures change without reaching every customer touchpoint.
CatalogsBuilder turns this recurring manual work into a governed process your team can see, review, and improve.
Your data model, already built
You don’t start from a blank screen.
Every banking setup begins with a working data model for your category. In week two we adapt it to your catalog, so you spend onboarding loading products, not designing fields.
Product
Product name
Product type
Currency
Customer segment
Status
Rates & fees
Interest rate
APR
Processing fee
Annual fee
Penalty charges
Eligibility
Age
Income
Credit criteria
Residency
Required relationship
Terms
Tenure
Limits
Repayment terms
Effective date
Expiry date
Disclosures
Key facts statement
Terms document
Risk disclosure
Regulatory wording
Channels
Website copy
Mobile app copy
Branch sheet
Partner feed
Advisor guide
How CatalogsBuilder handles it
The platform does the structure. Hanzo AI does the volume. Your team keeps the final say.
Manage financial products as structured records
Keep structured product data connected to the operational process that gets your team to a confident publish state.
Control regional rates and eligibility rules
Keep structured product data connected to the operational process that gets your team to a confident publish state.
Draft customer-friendly product explanations Hanzo AI
Hanzo AI assists with the repetitive product-data work, then routes every output through your familiar approval workflow.
Check required disclosures before publishing Hanzo AI
Hanzo AI assists with the repetitive product-data work, then routes every output through your familiar approval workflow.
Hanzo AI
Answer the questions buyers actually ask.
Hanzo AI helps turn approved product detail into useful commerce content without disconnecting it from the source data or your team’s review process.
Explore Hanzo AICompliance-ready fields
Keep the important declarations structured and visible.
Use readiness rules to hold a product back until the information your market or channel requires has been reviewed.
India
- Interest rates, fees and eligibility
- Terms, disclosures and grievance details
- Versioned product documents and approvals
EU & global
- Market-specific disclosures
- Customer segment and suitability fields
- Audit-ready approvals and effective dates
Distribution
One master record, every channel format.
Correct a value once, then give every customer-facing channel and sales team the product detail they need.
CatalogsBuilderOne governed source
WebsiteMobile bankingBranch systemsPartner portalsAdvisor toolsQuestions
Banking teams ask us.
Can rates and fees have effective dates?
Yes. Product values can be versioned and scheduled so approved changes reach every connected channel together.
Can different customer segments see different terms?
Yes. Eligibility and segment rules can be structured as governed product values rather than maintained as disconnected copy.
Does Hanzo AI publish financial claims automatically?
No. Hanzo AI assists with drafting and checks, while your authorized reviewers retain approval control.
See it with your products
See your own banking catalog in CatalogsBuilder.
Send a sample export and we will map it into a category-ready workflow before the conversation.