Contract
management
software for
financial services.
Contracts 365 for Financial Services offers industry- specific functionality and customizable workflows to help organizations streamline the contract management process while delivering powerful features like obligation management, audit logs, and automated templates with pre-approved language to ensure compliance.
Designed specifically
for financial-related contracting:
-
Banking
-
Investment Management
-
Insurance
-
And Related Services
AI Enabled Contract Analysis & Negotiation
Leverage Contracts 365's Copilot Companion for automated contract analysis, redlining, negotiation support and language suggestions based on your clause or legal playbook, historical data or industry standards.
Contract Authoring
Contracts 365 leverages standard templates to allow business users to request and create contracts directly. By using pre-approved language, review cycles are reduced while organizational risk is minimized.
Obligation & Compliance Management
From payments, SLA's, and performance requirements to compliance with relevant laws and regulations, Contracts 365 makes tracking contractual obligations and compliance easy with instant alerts, notifications and performance metrics.
Business User Self Service
Contracts 365's Business User Portal empowers your employees to request new contracts, quickly access existing contracts, and find the status of their-in process contracts directly - allowing your legal resources to focus on higher value activities.
Post Execution Document Processing
Using rich metadata support, your completed contracts and supporting materials are catalogued for comprehensive search, reporting, reference, and retrieval within of the most secure repositories in the market.
Reporting & Metrics
Spot trends and gain valuable insights into your complete contract lifecycle as well as contract and supplier performance by analyzing and reporting on key performance indicators.
CUSTOMER STORIES
American Web Loan elevates legal operations’ efficiency while reducing internal costs
AWL's legal team handles all contract management responsibilities in addition to other legal duties. Before Contracts 365, they navigated a cumbersome manual process.
EBOOK
Why Choose Contracts 365 for Contract Lifecycle Management?
Contracts are the currency of business. In fact, there's virtually nothing you can do in business today without having a signed contract in place. And, if you've spent any time in a contract-intensive organization, you know that few things are as important as keeping your contracts moving. Learn how Contracts 365 supports your organization in these endeavors and makes the most of your Microsoft platform.