Contract Management Software for Banks and Credit Unions

• Comprehensive dashboard - Track contract performance and the status of all of your platforms on one page.
  
  
• Customer and vendor contract storage - Collaborate and communicate with customers and vendors in a centralized location to streamline your process.
  
  
• Custom workflows - Automate approvals, requests, and other processes with flexible, customizable settings.
  
  
• E-Signature integrations - Internal and external parties can sign contracts digitally on any device, at any time with Sertifi, DocuSign, and Adobe Sign.
  
  
• Detailed reporting - Monitor and filter individual customer and vendor contracts to make well-informed decisions for your contract management strategy.
  
  
• Enhanced search - Easily and rapidly locate and store contracts and clauses with customizable and filtered search capabilities.

Remove the hassle of managing financial contracts

With countless legal documents and multiple stakeholders - customers, regulators, and executives - contract management is challenging for banks and credit unions. Automating the entire contract lifecycle is the way to revamp any financial institution's contract lifecycle management.

• Increase visibility and transparency
• Reduce delays and turnaround times
• Improve security and compliance

Risk-based due diligence for financial contracts

When it comes to banking and credit unions, there should be a high focus on risk assessment and management. That is why the contract management processes should include all relevant parameters to mitigate risks. 

• Obligation Tracking
• Contract Risks Reports
• Advanced Compliance Check