Contract Management for Financial Services

Intelligent Contracting for Financial Services

Sirion’s AI-native platform delivers unmatched visibility, proactive risk management, and streamlined operations, across every stage of the contract lifecycle.

Leading Financial Services Companies Trust Sirion

Inefficient Contracting Exposes Businesses to Risks

Financial agreements underpin every transaction, from simple retail deals to complex networks involving brokers, hedge funds, and government entities. Inefficient handling of these agreements results in significant compliance and financial risks. Sirion streamlines contract handling across all transaction types, ensuring compliance, reducing risks, and improving efficiency.

Unlocking Efficiency and Compliance for Financial Services

Navigate Regulatory Complexity with Confidence

Gain complete visibility into contract portfolio to ensure compliance with SOX, DORA, ISDA, ESMA, and FINRA regulatory requirements.

Get Complete AI Governance

Leverage patented AI governance models to ensure compliance with model risk management frameworks and generate exportable reports with ease.

Elevate Contract Authoring with AI

Uncover risks within contracts and streamline negotiations with automated review and redlining
to create airtight agreements, every time.

Streamline Repapering and Amendments

Utilize contract intelligence to streamline repapering and amendment exercises, ensuring that your financial agreements remain current and compliant.

Stay

Audit-Ready

Ensure complete accounting compliance by automatically tracking key dates and terms, while maintaining accurate records for audit purposes.

Enhance

Self-service

Enable intelligent self-service contracting to create smarter contracts, accelerate client and supplier onboarding, and ensure better business outcomes.

Explore Sirion for Financial Services — Use Cases

Capital Market Contracts

Unlock actionable insights and mitigate risks in your ISDAs, CSAs, GMRAs, and other capital market documents by streamlining contract creation, accelerating reporting, and ensuring compliance.
 Explore Capital Market Contracts

Credit Agreement Processing

Accelerate loan processing with intelligent document digitization, automated contract creation, and transparent management of credit agreements, collateral documentation, and agent notices. Explore Credit Agreement Processing

Mergers and Acquisitions (M&A)

Centralize all M&A-related contracts, streamline approvals, and track critical milestones such as closing dates, financial obligations, and post-merger compliance.

DORA Compliance

Ensure that service providers adhere to DORA’s requirements by tracking SLAs related to service continuity, cybersecurity protocols, and incident response.

Wealth Contract Management

Manage wealth management contracts, including institutional investment and advisory agreements, while integrating with CRMs to capture critical clauses on liabilities, fees, and rights.

High-volume Agency Agreements

Simplify high-volume, standardized contracts with agencies and broker-dealers in sectors like insurance and wealth management, to expedite negotiations and support bulk processing.

Compliance for Asset Managers

Centralize high-stakes agreements with fund advisors to ensure compliance with PFAR and MFN clauses, meeting complex regulatory obligations in private equity and hedge funds.

Prime Brokerage Regulations

Navigate Form 150 and Prime Brokerage Clearance Services Agreements to support complex broker-executing party relationships and meet stringent regulatory standards with precision.

Inter-affiliate Agreements

Facilitate seamless creation and management of inter-affiliate agreements across global subsidiaries, enabling large financial and consulting firms to manage specialized service arrangements.

Vendor Agreements

Streamline agreements with outsourced vendors and service providers critical to financial operations, ensuring compliance, managing obligations, and reducing risks associated with third-party engagements.

“As part of our contract digitization program, we didn’t want to stop at just putting our contracts in the cloud. We wanted complete visibility and control over the deliverables and obligations in our contracts. We found the perfect answer in Sirion.”

Sabih Rozales, Principal Commercial Contract Manager

“All our contracts are established and maintained in Sirion, a fit-for-purpose CLM solution. Today, we manage all our regulatory requirements, adapt smartly to banking changes and leverage rich insights for real-time reporting, through Sirion.”

Edzard Janssen, Chief Procurement Officer

“Some of the biggest highlights of working with Sirion for me have been watching how the technology has changed over time. And how it gets better and better every single time new functionality is released.”

Jaclyn Schuler, Director of Contract Lifecycle Management

“Sirion’s industry-leading AI technology offers significant advances giving instant access to critical data, automating non-value-added tasks, and driving behaviors that result in better contracting outcomes with third-party relationships.”

Toby Yu, Contract Management Services Leader