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Yield high returns on your digital transformation with our no-code, AI-powered Contract Management Solution
Spend more time nurturing relationships and delivering clients value and ROI. Rated best-in-class, the Agiloft Contract Management Platform helps you simplify, centralize and automate to increase operational efficiencies and reduce risk.

With growing competition, increasing regulations, and heightened security standards, financial institutions need a secure and scalable solution to drive business value

Maintaining Compliance

Supplier Performance

Risk Mitigation & Security

Administrative Workload

It's time for a single source of truth across your organization

Agiloft's unique, no-code Contract Lifecycle Management (CLM) delivers peace of mind with centralization, compliance, risk mitigation, performance optimization, and automation

Key Benefits

Centralize all contracts and increase visibility

Agiloft's CLM platform consolidates and secures all of your contracts and automates complex workflows. Expanded visibility and transparency increase operational efficiencies, providing more time to cultivate relationships and deliver clients the high-touch experience and returns they expect.

Increase security and reduce operational risk

Agiloft provides military-grade security to its customers. With Agiloft's secure CLM, you can protect documents by preventing unauthorized internal access and external data breaches; implement access controls and user permissions to mitigate operational risk. Gain peace of mind knowing that we build our platform on a secure hosting environment with automated back-ups, strong anti-virus and malware protection, and safeguards against external users or internal power users.

Ensure compliance and be audit-ready

In today's quickly changing regulatory environment, Agiloft's no-code platform allows workflows to be modified to immediately accommodate any new regulation without writing a line of code.

The Agiloft platform employs cognitive technologies, such as natural language processing (NLP) and AI machine learning, allowing Legal, Finance and Operations to automate global government and regulatory compliance. Whether you're dealing with FINRA, ESMA regulations, or managing the LIBOR transition, Agiloft provides a full audit trail, precise controls, and automatic notifications across all agreements. Vendor portals hold suppliers accountable for compliance. The Agiloft CLM platform monitors agreements, providing red flag notifications when documents or clauses are not compliant.

Streamline workflows and reduce overhead

Agiloft's CLM streamlines workflows and automation while reducing the cost and complexity of processing and managing contracts across departments. Easily manage and monitor workflows surrounding authorized signers, contract type, contract value, or amount. Automate and execute bulk actions like alerts to eliminate missed signatures, renewals, signers' dates, and obligations. A modern, digital, and mobile-friendly solution means your contracts are accessible anywhere from any web browser.

And Agiloft integrates with ERPs, such as Oracle and SAP, CRMs, such as Salesforce and Microsoft Dynamics, record systems, and a wide variety of third-party applications, including DocuSign, Adobe Sign, and others, for efficient operations.


Contract Lifecycle Management Suite

Why Agiloft?

Stuck choosing between a packaged application that doesn't fit and an expensive custom solution? With Agiloft, you get the best of both worlds, a complete out-of-the-box solution that offers rapid time-to-value and is customizable to fit your business like a glove.

Agiloft's agile CLM platform can help your organization strengthen and optimize the following without writing a single line of code:

  • Security
  • Auditability
  • Compliance
  • Centralization
  • Automation
  • Configurability
  • Scalability
  • Integrations

Morgan Walt

Manager, Global Sourcing & Procurement, Russell Investments

Russell Investments is a global investment solutions partner headquartered in Seattle, Washington. In its pursuit to improve people’s financial security, the firm works with many institutions, financial advisors, and individual investors through financial intermediaries.

Industry: Financial Services


Matt Latham

Purchasing Manager, Amerisure Mutual Insurance

See how Amerisure deployed contract lifecycle management to handle the rapidly changing landscape and real-life challenges of remote working.

Amerisure is one of the nation’s leading providers of commercial insurance, managing risk for businesses in construction, manufacturing, and healthcare. Amerisure headquarters is in Farmington Hills, Michigan with 12 locations and more than 750 employees. They are licensed to do business in all 50 states.

Industry: Financial Services

Agiloft by the Numbers

99.6% Implementation success rate by Agiloft

Rated 4.9 out of 5 by customer reviews on Gartner's Peer Insights. Read the reviews

100% unconditional guarantee includes both software and services

10+ out-of-the-box applications plus the flexibility to map any custom process

24/7 access to your information with full security and dynamic permission controls

360 degree view of your business with fully integrated applications – no data silos

6 continents covered by resellers throughout the USA, South America, Europe, Africa, Asia, and New Zealand

Customer Success Stories

Finally, a CLM platform that can grow and go beyond contracts

Now financial institutions can leverage the benefits of Agiloft's no-code platform and
extend the solution to other complex divisions and departments with
Contract and Commerce Lifecycle Management (CCLM).

Scale your CLM by building additional apps and asset functionality onto the platform

The Agiloft platform allows you to expand into adjacent and integrated applications. In fact, many of our customers are already doing so. For example, when your legal team is using Agiloft for CLM, they can build the asset management functionality on the platform. Or when procurement is using the Agiloft CLM, they can build an RFX tool on the platform. Because a broad range of apps surrounding contracts in the commercial lifecycle of the corporation can be built on Agiloft, analyst firm Spend Matters referred to it as contract and commerce lifecycle management (CCLM).

CCLM combines advanced contract management with prebuilt modules to manage adjacent areas like GRC, source-topay, order-to-cash, RMA management, and ITSM. A full no-code platform provides support for entirely custom processes within individual companies and vendor/customer portals integrate workflows across the entire value chain.

The result is not just cost savings and reduced cycle times, but active revenue generation. Regulatory compliance is ensured with fully auditable processes, coupled with the highest level of data security


Related Resources

Five Pitfalls of CLM Software Selection

Five Pitfalls of CLM Software Selection and How to Avoid Them

Risk management is one of the primary reasons that companies implement a contract management solution. The visibility and accountability of automated software significantly reduces an organization's exposure to a financial, legal, or operational error. But what about the risks associated with selecting the wrong contract lifecycle management (CLM) software?

This paper outlines how to avoid the most common errors made when selecting and implementing contract management software.

Enterprise-Class Security and Precise Access Controls to Safeguard Data

Financial Institutions, U.S. Government Agencies and Fortune 100 Corporations depend on Agiloft to keep their data safe. That's why we work tirelessly to ensure that every part of the Agiloft application, infrastructure, and organization implement the best practices necessary to provide military-grade security to our customers.

This datasheet provides an overview of Agiloft's multilayered security policy.

Enterprise-Class Security and Precise Access Controls to Safeguard Data
The Power of Agiloft AI Core

The Power of Agiloft AI Core

Transform your business operations with Artificial Intelligence. Uncover hidden value in your contracts and automate contracting operations through the power of the Agiloft AI Core.

As the leader in AI for Enterprise CLM, this paper describes Agiloft's open standards-based approach to Artificial Intelligence.

Reducing the Costs of Government Compliance with Business Process Automation

Government compliance regulations have significantly raised the costs of doing business in recent years. This paper summarizes compliance costs, describes technologies that reduce both the cost of government compliance and the overall cost of doing business, illustrates the impact of adopting such a system, and outlines an implementation plan to reduce costs.

This paper examines technologies that reduce the cost of government compliance, as well as the overall cost of doing business, and outlines a plan for implementing such a system.

Reducing the Costs of Government Compliance with Business Process Automation
How to Secure Stakeholder Buy-In for CLM Software

How to Secure Stakeholder Buy-In for CLM Software

A CLM solution will bring time and money savings, but business leaders may not know the extent to which poor contracting management processes harm the business. This blog post shares key ways to secure stakeholder buy-in from leadership


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