Create a better client experience for highly-negotiated agreements
Minimize time spent manually drafting documents so you can focus on closing the deal and maximizing value. Easily and quickly look up client positions in prior agreements.
Contract Management Software For financial Services
Operational Efficiency and Regulatory Compliance are not mutually exclusive
Use innovative contract management software to improve financial efficiency ratios, regulatory compliance, and risk management
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How Evisort helps financial services organizations reduce risks, lower costs, and drive revenue with digital transformation
AI-enabled contract management software helps you eliminate siloed, manual, and redundant tasks that waste time, burn money, and introduce risk
Automate high-volume form documents
Standardize your contracts with templates that ensure you send clients pre-approved language and are flexible enough to include mutually agreed to terms from previous negotiations.
Get full workflow visibility and accountability for regulatory compliance
Evisort’s transparent approval workflow means that all internal parties can easily stay on the same page during the contracting process without a constant stream of emails, calls, or meetings.
Benefits of automated contract management for financial services
Transform client onboarding, contract negotiation, risk management, and regulatory compliance into competitive advantage
Sales
Financial statement reviews
Presentations and sales campaigns
Client Due Diligence
Beneficial ownership
Anti-Money Laundering
Know Your Customer
CDD
Tax operations
Credit
Loan spreading
Credit / Ratings Events
Annual Reviews
Convenant Monitoring
Legal & Doc Ops
Templates
Approvals and Authorizations
Legal Hold
Bespoke Negotiations
Post Booking
Invoicing
Collateral Exchange
Regulatory