Contract management for financial services
Manage vendor contracts, regulatory addenda, and client agreements in one place. Track audits, renewals, and data security obligations.
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.
Save time and reduce risk
Automate tedious tasks, eliminate missed deadlines, and gain full visibility into your contract portfolio.
Compliance documentation
Store SOC reports, audit results, and compliance addenda with vendor contracts.
Renewal alerts
Get reminders before vendor contracts renew or key terms change.
AI term extraction
Extract liability caps, audit rights, and termination clauses automatically.
Secure access controls
Protect sensitive vendor documentation with enterprise-grade security.
Integrate with the tools you already use
Your contracts come from a dozen places. Contracko picks them up so every client, vendor, and regulatory agreement is tracked in one source of truth.
Use a Notion database as your contract intake form and let Contracko AI-extract every term that matters.
Auto-ingest contracts from won deals and AI-extract renewal dates, value, and key terms.
Ingest signed envelopes the moment execution completes. No copy-paste between tools.
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.