Complex Rebate Structures
Comprehensive Data Management
Client Spend Forecasting
Smart Pricing
Analysis
Audit & Compliance Support
Trusted to power trillions in transactions for 3 of the top 5 US banks since 1980.
"Yojna's decades of experience in delivering enterprise-grade software to our bank, combined with the team's deep expertise in commercial card programs and all things banking, has allowed us to consistently unlock new ROI, reduce risk, and out-compete year after year."
- Vice President, Top 5 US Bank
A Smarter Approach to Rebate Management.
Improve Win Rate on Deals–Now!
Increase ROI–Realize ROI Totaling 3 BPS of Annual Spend With Full Adoption
Reduce Labor Costs–Up To 80%
Mitigate Legal and Compliance Risks
Maximize Spend. Minimize Risk.
Improve Win-Rate on Deals
Automation ensures accurate calculations and timely payments, providing clients with transparent and reliable rebate processes.
Unlock Capacity to Add New Customers
Faster and more efficient onboarding of new clients due to streamlining complex rebate processes allows banks to efficiently realize revenue. The acceleration of revenue enhances cash flow and profitability.
Protect Your Bank
Yojna RMS has effective controls and reporting capabilities that minimize compliance, legal, and reputational risk for banks.
The clear choice for banks.
Yojna RMS is feature-rich and capability-forward. The functionality of our solution allows banks to reduce manual effort, improve rebate accuracy, and enhance compliance—keeping our clients satisfied.
Yojna’s RMS is a cloud-based solution that automates the entire rebate lifecycle—from agreement creation to final payment—ensuring accurate calculations, streamlined workflows, and complete audit trails.
RMS drives significant spend, reduces manual work, eliminates errors in rebate calculations, improves financial accuracy, and saves time by automating key workflows. It also ensures compliance with full audit logs and real-time reporting.
Our system supports various rebate types, including volume-based, growth incentive, consortia, promotional, and partner rebates, with customizable workflows for each.
Yes. Yojna’s RMS integrates seamlessly with major ERP and CRM platforms like SAP, Oracle, Microsoft Dynamics, and Salesforce, among others.
Yojna provides daily insights into accruals, payments, and performance, ensuring your bank has access to the data and analytics you need to make informed decisions.
Eliminate Manual Errors & Complexity
Rebate analysts know the current challenges: complex contracts, constantly changing transaction rates, compliance hurdles, and manual processes prone to mistakes. Our solution removes these pain points by automating rebate calculations, forecasting liabilities, and centralizing contract management.
Drive Spend and Optimize Client Programs
Our solution accelerates spend and rebate forecasting reporting to help clients earn larger rebates by implementing changes in their spending habits.
Protect Your Bank from Reputational and Legal Risk
Yojna RMS has effective controls and reporting capabilities that minimize reputational and legal risk for banks.
Culpa qui officia deserunt mollit anim id est.
Whether you need on-premise deployment or a cloud-based SaaS solution, our system helps financial institutions eliminate manual errors, reduce operational costs, and drive stronger client engagement.
Culpa qui officia deserunt mollit anim id est.
Whether you need on-premise deployment or a cloud-based SaaS solution, our system helps financial institutions eliminate manual errors, reduce operational costs, and drive stronger client engagement.
Culpa qui officia deserunt mollit anim id est.
Whether you need on-premise deployment or a cloud-based SaaS solution, our system helps financial institutions eliminate manual errors, reduce operational costs, and drive stronger client engagement.
Built By Rebate Management Professionals
SINCE 1980
Yojna’s team of professionals and subject matter experts have spent the last four decades refining and simplifying our approach to rebate management.
CONTINUOUS IMPROVEMENT THROUGH AUTOMATION
By ingesting customer and transaction data, Yojna RMS uses automation and intelligent workflows to streamline every step of the rebate lifecycle— from agreement creation to final payment.