Finance Industry Contract Management Software

Build trust, establish accountability, and increase transparency.

Simplify account processing and compliance procedures by electronically signing documents.

Aside from eliminating postage costs, you’ll also establish trust and accountability within your agency or institution.

Provide Better Service

Electronic signing from Concord enables you to verify the identity of account holders, so you can comply with regulations while your customers enjoy the convenience of e-signing.

Improve customer support response time by quickly accessing contracts and key facts about each agreement. Concord’s summary feature provides a high level overview of important contract points such as contract duration, financial terms, signature dates, and other essential details.

A Digital Fort Knox

When you use Concord as your contract lifecycle management solution, you can rest assured that your data is stored in SSAE 16/SOC 1, SOC 2, and SOC 3 compliant data centers. Aside from following digital security best practices, our servers are housed in fortified data centers complete with advanced fire suppression systems, around the clock security, and fine-grained access controls. Concord uses facilities in the U.S. and Europe, we let you choose where your data is stored.

We understand the importance of privacy, which is why only account holders and invited users are able to decrypt and view documents.

Make Facts Known

Concord provides you with built-in discussion capabilities, so everyone can come to an agreement on our platform. Whether you’re negotiating terms or assisting customers with complex documents, you’re now able to ensure that everyone understands their account terms. You can also attach relevant files to each contract to keep supporting documentation handy.

47%

Customers who choose banks based on service and performance

$250 – $300

Annual cost for a bank to manage a checking account

60% – 70%

Record management cost reduction after going paperless

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