Contract Management

Contract Management for Financial Services

Transform your financial services contract management with custom automation built by Harvard-educated experts. Measurable outcomes in 4-8 weeks, backed by 98% client retention.

2 weeks

First prototype

98%

Client retention

50+

Businesses served

150+

Integrations

Book Free Assessment All Financial Services Solutions

Expected Outcomes

Measurable results our financial services clients achieve with contract management.

70% faster

Client agreement processing

Service agreements and fee consent forms are generated and executed electronically in days rather than weeks.

100% on time

Opt-in compliance

Opt-in notices are generated and delivered within regulatory timeframes for every ongoing client relationship.

Substantially reduced

Revenue leakage

Proactive renewal tracking ensures ongoing service agreements and fee arrangements are maintained without gaps.

The Challenge

Common contract management challenges facing financial services businesses.

Client service agreements with fee consent provisions managed manually across hundreds of relationships

Opt-in notice requirements tracked on spreadsheets with risk of non-compliance

Licensee and dealer group agreements not systematically reviewed before renewal dates

Professional indemnity insurance and PI run-off provisions not monitored against contract requirements

Implementation

How we implement contract management for your financial services business.

Build a Financial Services Contract Hub

We connect your advice platform like XPLAN or Midwinter with a contract repository covering client service agreements, licensee arrangements, supplier contracts, and office leases.

✓ Tools: XPLAN, Midwinter, Make, Airtable

Automate Client Agreement Lifecycle

Client service agreements, fee consent forms, and ongoing service arrangements are generated from compliant templates and tracked through execution and renewal cycles.

✓ Tools: Make, Google Docs, DocuSign

Track Regulatory and Commercial Deadlines

Client agreement renewal dates, fee consent expiry, licensee arrangement terms, professional indemnity renewals, and supplier contract dates are monitored with automated alerts.

✓ Tools: Make, Google Calendar, Slack

Monitor ASIC Compliance Provisions

Opt-in requirements, fee disclosure obligations, conflicted remuneration provisions, and best interest duty documentation across all client agreements are verified against current ASIC requirements.

✓ Tools: Airtable, Make, Slack

Why Choose Clever Ops

What makes our contract management solution different.

Client Agreement Automation

Service agreements, fee consent forms, and ongoing service arrangements are generated from ASIC-compliant templates and tracked through their complete lifecycle.

Opt-in Notice Management

Opt-in notices for ongoing fee arrangements are generated and delivered automatically within regulatory timeframes, with delivery confirmation tracked.

Licensee Arrangement Tracking

AFSL holder and authorised representative agreements are monitored for renewal dates, fee changes, and compliance obligation updates.

Supplier and Vendor Management

Platform provider agreements, technology vendor contracts, and office leases are tracked with commercial terms, renewal dates, and price review triggers.

Financial Services Compliance

Built with ASIC regulatory requirements, AML/CTF compliance, and AFSL obligations in mind. Includes audit trails meeting APRA prudential standards.

Frequently Asked Questions

From kickoff to your first working contract management solution for financial services is typically 2 weeks. Full implementation follows within 4-8 weeks. Each phase delivers measurable value before the next begins.

Every contract management solution is scoped individually for financial services businesses. We price based on complexity and integration count, then show you projected savings so you can evaluate ROI before committing. Book a free assessment to get a specific quote.

Our contract management solution for financial services integrates with DocuSign, Airtable, Make, plus over 150+ other platforms. We build custom connectors for any specialist software your business relies on.

Every contract management solution includes 3 months of post-launch support covering bug fixes, performance tuning, and team training. Our 98% client retention rate reflects the reliability and ongoing support our clients receive.

Not at all. We design the contract management solution to slot into your current workflow seamlessly. Your team keeps working the way they know, and it just gets faster and more reliable.