Contract management for financial services

Manage vendor contracts, regulatory addenda, and client agreements in one place. Track audits, renewals, and data security obligations.

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Never let a contract slip through the cracks

Stay on top of every deadline, renewal, and obligation with powerful automation and AI-powered insights.

Protect sensitive data

Use secure access controls and audit trails to protect regulated documentation. Assign contract owners and route reminders to the right team members.

Centralize compliance addenda

Store vendor contracts, SOC reports, and regulatory addenda in one repository.

Extract key risk terms

Let AI surface audit rights, liability caps, and termination clauses quickly.

Common contract types

Store, track, and manage all your agreements in one centralized platform—no more scattered files or missed deadlines.

Vendor agreements

Contracts covering third-party services, pricing, and obligations.

Master service agreements (MSAs)

Framework agreements defining terms for ongoing vendor services.

Non-disclosure agreements

Agreements protecting confidential financial and customer data.

Regulatory addenda

Compliance and audit addenda required for regulated vendors.

Data processing agreements

Privacy and security agreements governing data handling.

Frequently asked questions

Get answers to common questions about managing contracts in your industry.

Related industries

Explore how Contracko helps similar industries streamline their contract workflows.

Stay compliant with vendor contracts

Join financial services teams who use Contracko to manage vendor risk. Start your free trial today.

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