Top 5 Financial Services Firm Leverages Naehas
to Transform Disclosure Management Process

Disclosure management in today’s highly-regulated, complex financial services industry is tough. Are you a finserv martech team leader struggling with any of these challenges?

  • Low efficiency
  • Compliance risk
  • High cycle times 
  • Errors in disclosures
  • Scalability
  • Inconsistent Channels

If these pain points are draining your team and its resources, you’ll want to see this.

This case study illustrates how a Top 5 finserv leader realized measurable and meaningful results. It’s a quick-look lesson in digital transformation and disclosure management done well.

We recently worked with a wealth management giant to leverage the Naehas Disclosure Management Automation Platform, and are pleased and proud to offer an overview of outcomes. We’re confident these solutions can digitally transform your disclosure management process, too, leading to increased efficiencies, improved accuracy, reduced errors and expedited cycle times.

About Naehas

Naehas provides a customer experience cloud purpose built for financial services companies to help create and accurately deliver truly personalized products, pricing and experiences to their customers. With compliance and auditability built-in, Naehas streamlines content creation, marketing reviews and disclosure management so that you can look outward to growth and innovation while managing risk. By seamlessly integrating with existing martech and  backend systems, Naehas brings a modern, centralized platform for managing, accelerating, and fulfilling customer experiences. 

Leading organizations, including 4 of the 5 top financial services companies rely on Naehas to help them accelerate time to market, increase response and conversion rates, reduce costs and eliminate compliance errors.