For Financial Services
Automate the admin, stay competitive
Regulations create paperwork – Programmatic automates it, so financial teams can move faster and scale smarter.
Paper-heavy, risk-prone, and slow
Regulated and drowning in paperwork
Financial firms operate in a world of contracts, compliance reports, and approvals—yet most of this is still managed manually, leading to inefficiencies and errors.
Manual compliance
Audits, reporting, and document checks are tedious and resource-heavy. Slow approvals and outdated contract processes create operational bottlenecks.
Risk and security concerns
With increasing cyber threats and regulatory scrutiny, financial institutions need airtight document security, audit trails, and compliance tracking—yet most tools don’t offer more than storage.
Features
From draft to sign and beyond, Programmatic handles every step with meticulous precision and automation.
Library of approved templates
Standardise financial documentation with pre-approved templates for contracts, NDAs, compliance forms, and more – ensuring consistency across teams.
Document editing and negotiation
Eliminate version chaos. Edit agreements in real time, collaborate with clients and legal teams, and track changes to finalise terms faster while maintaining compliance.
Transparent digital client portal
Give clients a centralised space to access their agreements, payment schedules, compliance documentation, and outstanding tasks – no more email chains or missing files.
Smart approval workflows
Automate multi-step approval processes for transactions, risk assessments, or compliance checks. Set rules for approvals based on deal size, risk level, or regulatory requirements.
Version control and audit trail
Ensure financial transparency with a secure, time-stamped audit trail for every document change, approval, and signature—meeting compliance standards with ease.
Integrated payments & invoicing
Sync agreements with payments. Automate invoicing, payment requests, and reconciliation—ensuring transactions are processed on time and financial records are always up to date.
Need a custom integration?
Our integrations cover most financial institutions, but if you have specific requirements or represent a financial institution looking for a custom integration, let’s talk. Reach out to our sales team to explore tailored solutions.
FAQs
How does Programmatic save time and reduce operational costs?
Programmatic reduces contract processing time by automating key manual tasks, such as drafting, signing, and payment handling.For example, instead of manually tracking contract milestones or sending reminders for payment, Programmatic automatically triggers these actions, ensuring that deadlines are never missed and payments are processed on time. This automation can cut down the time spent on contract management by up to 60%, reducing the need for large administrative teams and minimising human error.
Additionally, Programmatic enables real-time compliance tracking and reporting, which reduces the risk of costly fines or contract disputes. By eliminating the need for manual oversight and integrating seamlessly with existing systems like CRMs or accounting platforms, your team can focus on high-impact strategic tasks rather than repetitive admin work. This efficiency translates directly into lower operational costs and faster deal cycles, allowing your business to scale without the overhead.
Can Programmatic be tailored to fit our industry?
Absolutely. Programmatic is designed to be flexible and customisable to fit various industries. Whether you’re in property, healthcare, HR, or other sectors, Programmatic adapts to your needs, enabling you to create custom workflows and templates that align entirely with your business processes.
Can Programmatic integrate with our existing systems?
We are in progress of completing integrations with major platforms like Google Drive, OneDrive, and leading CRMs. While these will be officially announced soon, Programmatic already offers a robust API that enables seamless connection to your existing systems, ensuring efficient workflows and data synchronisation across your business. Separately, upon request we offer custom integrations for enterprise clients.
How does Programmatic handle contract compliance and reduce risk?
Our platform automates compliance tracking, monitoring all obligations in real-time to ensure your contracts always meet regulatory requirements. This reduces the risk of costly errors or delays due to non-compliance, and provides peace of mind for legal and operational teams.
Is Programmatic secure, and how does it protect my data?
Programmatic ensures security through multiple layers of protection. We use encryption both in transit and at rest, role-based access controls, and regular security audits to safeguard your data. Additionally, we comply with global security standards like GDPR, ensuring your contracts and sensitive data are protected at all times.