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Exari's Financial Services eBook

Exari's Financial Services Solution - eBook

Reduce legal spend and expose risk with contract management 

With constant regulatory changes, staying in compliance and meeting client's ever increasing demands in a timely manner is extremely challenging for financial service firms. To be successful, it is critical to adopt technology that will equip you to easily control and manage contractual risk, streamline legal and business processes and ensure compliance. 

Today's investment financial service firms require a better way to efficiently and accurately monitor, analyze and report on their complex agreements daily. This eBook explores the main advantages of Exari's contract lifecycle management platform for financial services and how you can respond to any event more rapidly and with certainty through through deeper analytical, legal and business intelligence processes. 

¹ 2017 International banker 

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This eBook will help Financial Service Firms: 



how automating contract creation can help streamline the onboarding process for clients / funds or counterparties, and trade and book revenue faster



the advantages of AI for deeper visibility into complex agreements, and how it can reduce risk and increase response rates to market and counterparty events. 



the importance of a Universal Contract Model for structuring a simple bilateral or complex Agent agreement for tracking prevailing terms over time and accurately analyzing your entire contract portfolio.



important data to capture such as termination triggers for responding to events quickly, such as Net Asset Value and Credit Ratings downgrades.


According to International Banker, The banking industry spends approximately $270 billion a year on compliance-related costs alone. 

¹ 2017 International banker 

 Enterprise Contract Lifecycle Management 

Protecting you from unwanted risk, enterprise-wide



Store all of your contracts in one secure and searchable repository


Automatically capture data from any contract, including legacy or 3rd party agreements


Analyze and manage the risk of each contract with an advanced risk scoring algorithm 

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Empower self-service contracting with pre-approved templates and clauses 


Track obligations and commitments through the entire lifecycle of a contract


Overarching view into underlying terms to make on the fly, strategic decisions

Don't Take Our Word For It... 

"Exari gives us an easy-to-use document generation solution that helps us to automate the production of our valuation reports, ensure standards and content, and improve operational efficiency. The solution’s powerful automation capabilities and flexible platform will enable different teams to take advantage of this technology and advance JLL’s position as an innovative industry leader continually delivering value to our customers.”

Jont Cole

Business Sponsor, Jones Lang LaSalle (JLL)

“Exari will give us visibility into our entire contract portfolio. We were impressed by the platform’s automation and reporting capabilities and its ability to structure contract data. We believe that the collaboration between Kforce and Exari will improve our contracting process.”

Dan Keating

VP of Procurement, Kforce 

"DLA Piper strives to be the leading global business law firm and one way we do so is by delivering quality and value to our clients in new and practical ways. By partnering with Exari, our clients will have access to a cost-effective, self-service solution for creating contract documents, and our lawyers will be able to focus on providing sophisticated legal guidance, such as advising clients on important business and risk management decisions relating to the negotiation of those contracts."

Victoria Lee

Global co-chair, DLA Piper's Technology sector

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