Financial Services

Automated Contract Management, Data Capture, Regulation & Compliance Solutions

Assure Contract Compliance & Improve Your Bottom Line

Financial Services -- Simplified Contract Management, Online Data Capture and Compliance Assurance

Challenged by increasingly stringent governance from legislators and regulatory bodies? Clients and industry standards pushing a heavier emphasis on compliance, performance, quality and delivery? Concerned with global financial stability and the impact on financial transactions? ASC helps financial services institutions like banks, insurance agencies and credit unions automate and streamline their business for improved contract management and compliance management, account open and sales configuration management, overall operations performance and a better bottom line.

Automated Processes and Electronic Documents

Industry instability, competition and increased client expectations drive increasing demands for prompt and reliable financial services from bank, insurance and credit institutions. While automation makes many financial transactions nearly instantaneous, there are still many paper intensive processes subject to processing and approval delays, including opening new accounts, updating know your client/customer (KYC) information, completing mortgage applications and contract lifecycle management. Furthermore, regulatory oversight of these same processes and related information requirements limit execution speed. Automating and simplifying these processes with ASC solutions helps the Financial Services industry improve productivity, improves actionable business knowledge, optimizes resources and budget, and assures compliance.

What ASC Solution is Right for Your Business?

ASC's Financial Services contract management and business process solutions help move data capture online, automating and streamlining related contract management, account management, sales configuration and other processes and enabling easy tracking and regulatory compliance assurance.

ASC Contracts

Enterprise contract lifecycle management (CLM) software that automates and simplifies buy-side, sell-side, employee, HR and other contract management needs including negotiation, templates and clause libraries. Learn more

ASC Documents

A document management database solution that offers a searchable online repository to automate, track, store, create and manage electronic documents, meta data and images of documents simply and effectively.
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ASC Forms

A form and record management solution that automates and streamlines the creation, capture and management of custom, definable forms or records (e.g., Account Open), such as approval workflows and business rules.
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ASC Pricing and Quoting

A configure, price and quote (CPQ) solution that facilitates RFx (RFP, RFQ, RFI) management, sourcing and procurement, bidding, tendering, sales and price configuration and collaborative negotiation.
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More ASC Solutions

All ASC enterprise solutions are web-based and have data collections that can be easily audited and analyzed to drive intelligent business decisions and improve business efficiency. Learn more

Discover how ASC solutions can benefit your organization Request a Demo

Financial Services Solutions Features

  • Strong security measures regarding contract/document access
  • Revision control for areas of workflow approval and ownership
  • Consolidated policy enforcement and compliance audit trail
  • Automated data collection forms
  • Import and export capability
  • Detailed tracking and reporting of all financial services
  • User-friendly application screens

Financial Services Solutions Benefits

  • Less downtime, enterprise-class reliability and typical ROI delivery within one year
  • Optimized employee efficiency, decreased costs and resource expenditures
  • Improved standards and regulations compliance
  • Reduced data entry duplication and errors, reduced liability
  • Increased business intelligence and data utility
  • Increased business operations visibility, reduced revenue leakage

The financial services industry comprises banks, credit unions, and other lending institutions; brokerages and stock exchanges; pension funds and investment banks; insurance brokers and resellers as well as other financial services related sectors.

Seamless Integration

ASC's contract management software and other business solutions integrate with SFAs, CRMs, ERPs and esignature engines, including:

Salesforce
SAP
Microsoft
Adobe Sign
Oracle
DocuSign

Go further with tailored ASC solutions

ASC's contract management software and other solutions can be configured to meet your specific industry or functional needs.

ASC delivers feature-rich Financial Services contract repository, document, form and pricing & quoting lifecycle management solutions