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Finance and banking

Maintain oversight across regulated operations

Centralize contracts, operational responsibilities, and third-party information in one secure system of record. Zefort helps financial organizations improve audit readiness, meet DORA requirements, and maintain visibility into critical dependencies.

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Core challenges

Keeping regulatory responsibilities organized and verifiable

Financial organizations often work with fragmented contract records, evolving regulatory requirements, and limited visibility into third-party responsibilities.

Critical contract information is difficult to verify

Contracts, approvals, and third-party responsibilities are easily spread across multiple systems, making audit preparation and regulatory reporting more time-consuming.

Regulatory requirements create growing operational pressure

Managing obligations, approvals, and compliance-related information between teams increases manual work and makes it harder to consistently manage compliance obligations.

It’s challenging to manage third-party dependencies

Supplier responsibilities, operational dependencies, and supporting documentation are often managed through disconnected records and teams.

Core solutions

Support regulatory operations with connected contract records

Manage agreements, approvals, operational responsibilities, and third-party documentation in one secure environment designed for audit readiness.

Centralize critical contract records

Manage agreements, approvals, and third-party documentation in one searchable environment with clearer traceability across regulated operations, including DORA requirements.

Respond to regulatory requirements more efficiently

Access approvals, obligations, and supporting documentation faster when responding to audits, AML/KYC processes, compliance reviews, and due diligence requests.

Maintain clearer third-party dependency records

Keep operational responsibilities, supplier obligations, and related documentation easier to review and verify.

Reduce manual compliance coordination

Manage approvals, responsibilities, and operational documentation in one place, eliminating reliance on disconnected records and the need for follow-up between teams.

Trusted by financial organizations operating in regulated environments

Zefort helps financial organizations maintain audit readiness, manage third-party documentation, and support regulatory operations with clearer contract records.

Security

Security built for complex environments

Zefort helps organizations manage contract data, access, and auditability securely across your business.

ISO 27001 certified

ISO/IEC 27001:2022 certified, with strict security standards across infrastructure and vendors.

eIDAS compliant

eIDAS-compliant e-signatures ensure every contract is legally binding across the EU.

GDPR compliant

All data is stored within the EU and processed in line with GDPR.

Maintain control across regulated operations

See how Zefort helps financial organizations manage contract records, support audit readiness, and maintain visibility into third-party dependencies.

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