The Naehas Disclosure Management Requirements Checklist is a valuable tool for financial services organizations seeking a disclosure management solution. With the increasing complexity of financial products, regulatory scrutiny, and digital channels, finding the right partner is crucial.
The checklist covers:
| Functional requirements such as centralized disclosure library, powerful search capabilities, versatile content blocks, disclosure lifecycle management, and more. |
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| Non-functional requirements include business configurability and scalability, enterprise-grade solutions, user management, training and support, security and compliance, reliability, financial industry experience, and more. |
By following this checklist, organizations can evaluate potential partners and ensure that their chosen solution meets their needs for accurate, compliant, and consistent disclosures.