Naehas Disclosure Management
Naehas works with retail and commercial banks facing growing disclosure risk. We simplify, disclose, and strengthen compliance, helping financial services providers manage rising disclosure risk with a centralized, regulator-ready source of truth.
Unlike generic document systems, Naehas is purpose-built for financial institutions, cutting the review cycle from months to weeks, eliminating rework, and ensuring every customer sees the same approved terms.
95%
Faster updates at a top brokerage
10%
More conversions from clearer terms
40%
Lower costs with reuse and control
12+
Review rounds cut by automation
Strengthen Compliance
Manage a Centralized Disclosure Library
Use a single, connected library to centralize content and allow teams to manage all disclosures across products and offers. Modular content enables banks to quickly assemble disclosures and apply updates, cutting review cycles from months to weeks.
Enable Dynamic, Tokenized Personalization
Static disclosures lead to more versions and risk. Dynamic, tokenized content based on customer and product data allows teams to personalize disclosures at scale.
Maintain Governance and Version Records
Ensure compliance throughout the disclosure lifecycle with a governed workflow with configurable statuses and clear audit logs.
Understand Impact on Connected Products and Offers
Easily understand the impact of changes to terms and regulations through a connected system that shows which products, offers, and rules are affected by disclosure changes.
Provide Consistent Cross-Channel Delivery
When disclosures are siloed, channel consistency is harder to achieve. Ensure compliance with a single source of truth that provides consistency across channels.
Use a single, connected library to centralize content and allow teams to manage all disclosures across products and offers. Modular content enables banks to quickly assemble disclosures and apply updates, cutting review cycles from months to weeks.
Static disclosures lead to more versions and risk. Dynamic, tokenized content based on customer and product data allows teams to personalize disclosures at scale.
Ensure compliance throughout the disclosure lifecycle with a governed workflow with configurable statuses and clear audit logs.
Easily understand the impact of changes to terms and regulations through a connected system that shows which products, offers, and rules are affected by disclosure changes.
When disclosures are siloed, channel consistency is harder to achieve. Ensure compliance with a single source of truth that provides consistency across channels.
Naehas took the time to understand our use cases and clearly demonstrated how the solution would exceed our expectations. We did an extensive review of the market and the Naehas platform is far superior to the other solutions we looked at.
Top U.S. Consumer Finance Company
Featured Resources
disclosure management
blog post
November 30, 2023
Naehas and Capgemini: Generative AI Assists, Augments, and Simplifies Compliance and Disclosure Management
disclosure management
buyers guides
June 1, 2023
The Essential Buyers Guide for Disclosure Management
disclosure management
webinar
April 23, 2024
Disclosure Management Redefined: Embracing a New Norm for Banks
Disclosure Management: Frequently Asked Questions
What is Naehas Disclosure Management?
A governed library that manages disclosure language, versions, and approvals across products and channels with centralized control and audit-ready traceability.
How does the modular disclosure model work?
Disclosures are built from reusable components linked to rules. Correct terms are auto-assembled based on product, audience, geography, and regulatory context.
How are compliance and audits supported?
Every disclosure tracks versions, approvals, and field-level edits. Teams can retrieve the exact language used across channels to support audits or regulator requests.
How does AI support disclosure accuracy?
AI flags changes, checks for policy alignment, and highlights inconsistencies so reviewers can focus on meaningful updates across channels and versions.
How are disclosures connected to offers and channels?
Disclosures are metadata-linked to offers and products. Changes trigger automated updates across campaigns, ensuring only approved terms reach customers in any channel.
How does Naehas reduce disclosure cycle time?
By managing updates at the component level, Naehas eliminates full-document reviews and enables updates across channels in hours, not weeks.
Compliance
Review
Ensure every campaign stays accurate, compliant, and audit-ready before and after launch.
Product &
Pricing
Reduce complexity with centralized product and pricing management, and ensure speed, compliance, and scalability.
Offer
Management
Create and launch personalized offers faster with built-in compliance and governance.