We’re in the business of contracts

CLM solutions for financial services

Transform Contracts Strategically

The financial services environment is fast-moving and highly regulated, with countless contracts shaping vital business relationships. The most successful organizations do more than just manage these contracts — they turn contract lifecycle management into a driver of growth. With a unified, data-first platform like Agiloft Contract Lifecycle Management (CLM), banks, insurers, fintechs, and investment firms can simplify complexity, stay ahead of regulatory shifts, and uncover new growth opportunities.

Agiloft contract management for financial services

Centralized data management empowers financial services organizations to operate more securely, efficiently, and strategically — helping them meet regulatory demands, manage risk, and drive business value in a fast-changing industry. With Agiloft, financial services organizations can:

Break down departmental silos: Maintain a universally shared, data-first platform that streamlines complex approval processes and fosters seamless collaboration across Legal, Compliance, Procurement, and Finance.

Connect enterprise processes: Easily integrate with core banking, procurement, and financial systems to streamline end-to-end contract processes without the help of IT. Our integrations ensure data consistency, enhance cross-functional collaboration, and support the complex projects that drive the financial services industry forward.

Drive decision-making: Leverage our artificial intelligence (AI) tools to extract and analyze contract data, turning every agreement into actionable business intelligence that drives decisions, supports growth, and strengthens client relationships.

Ensure transparency: Gain real-time visibility into every contract, obligation, and risk — empowering your teams to anticipate opportunities, ensure regulatory compliance, and proactively address change.

a dark background with a lot of numbers on it

Benefits of CLM for fintech and financial services

Enables transparent stakeholder reporting

Financial institutions must provide clear, timely reporting to boards, regulators, and investors. With Agiloft, you can generate comprehensive contract reports, using real-time contract data to drive transparency and informed decision-making.

Facilitates rapid product launches

In a sector where speed-to-market is critical, Agiloft streamlines the onboarding of new partners, fintech collaborations, and technology vendors — helping you quickly adapt to emerging opportunities and evolving customer needs.

Safeguards against compliance and data security risks

Regulatory and data privacy requirements are foundational to every financial institution. Agiloft makes audits and supervisory reviews a breeze while shielding contracts from risky language and cybersecurity vulnerabilities.

Supports digital transformation

Agiloft bridges the gap between legacy systems and new digital workflows as your organization upgrades. Agiloft enables smooth transitions and unified contract oversight across your technology stack.

Manages high contract volumes

When managing a high volume of contracts and amendments, Agiloft’s centralized platform simplifies version control, ensures consistency, and supports seamless contract updates.

Why choose Agiloft CLM for financial services?

Agiloft knows the regulatory, operational, and risk management challenges banks, insurers, investment firms, and other financial institutions face. Our platform is purpose-built to support complex, high-value, and multi-party agreements. Here’s why financial industry leaders trust Agiloft:

Unmatched support and implementation: Our experienced support team is focused on your success. Our 100% customer satisfaction (CSAT) rating for implementation and support highlights our commitment to delivering a seamless experience and long-term value.

Configurable workflows and templates: While other platforms promise customizable configuration, Agiloft’s no-code workflow builder is truly user-friendly. Even users without technical experience can tailor approval processes, notifications, and contract templates to meet specific needs. Our platform supports multi-jurisdictional agreements and changing regulatory requirements, helping organizations remain agile and compliant.

Data-first platform: Agiloft’s approach ensures that all contract information is centralized, secure, and easily accessible. Our contract management for fintech and financial services provides visibility across the contract lifecycle and enables regulatory compliance.

How Agiloft brought order and clarity to Amerisure

Amerisure faced the challenge of bringing together cross-functional teams — including Legal, Procurement, and Finance — to manage a growing volume of complex contracts. However, their processes relied on manual tracking and email, leading to bottlenecks, inconsistent approvals, and limited department visibility.

Agiloft enabled Amerisure to centralize contract data, standardize workflows, and empower non-IT users to adapt processes as needs evolved. They experienced faster contract approvals, improved stakeholder collaboration, and measurable gains in efficiency and compliance. Agiloft helped Amerisure turn contract management from a pain point into a strategic advantage.

Learn how