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Disclosure Management

Reduce regulatory risk by automating your marketing and service disclosures.

Naehas automates the creation of disclosures with a rules engine, quality assurance tools, and a compliance time machine to store the history of every disclosure for auditors and regulators.

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Global
Updates

Flexible Data Schema

Compliance Search

Channel Integration

Quality
Assurance

Global Updates

When prime rate changes, you can make the change across all channels using our dynamic content, shared rules, and your offer matrix — all in just minutes.
  • Cut change management time from weeks to less than an hour across all your channels
  • Eliminate the dependency on agencies and vendors for disclosure updates, saving you time and money while reducing risk
  • Change offer and pricing details in an easy-to-use Excel like interface and dynamically update your omni-channel disclosures

Flexible Data Schema

With Naehas’ centralized platform, you no longer have to scour multiple places to find what you need. Whether it’s intro prices, APR rates, balance transfer expiration dates, or product codes, simply use the Naehas platform to access all the data values for your dynamic disclosures.
  • Improve conversion rates by personalizing offers for each customer while effortlessly expanding targeting and messaging
  • Achieve personalization across channels by processing data directly in the platform
  • Stay organized knowing that Naehas is the golden source for your disclosure library and the critical data that enables dynamic disclosures

Compliance Search

Respond with ease thanks to our compliance search function, allowing you to quickly find the touchpoint or disclosure you’re looking for and when they appeared in market.
  • Find each instance a particular version was delivered in a timeframe with our search by version capabilities
  • Locate mailings to a specific person or state by completing a mail file data search
  • Discover every occurrence with the ability to search on specific phrases

Channel Integration

Our platform lets you centrally manage disclosure content and logic across all your asset classes, channels, and fulfillment systems.
  • Cut out the unnecessary hand-offs between teams by managing disclosures and offers in a centralized location
  • Track upcoming tasks such as requesting or approving offers with the workflow management tool
  • Ensure consistency while eliminating errors and regulatory risk with integrated disclosures across all channels

Quality Assurance

With Naehas’ centralized platform, you no longer have to scour multiple places to find what you need. Whether it’s intro prices, APR rates, balance transfer expiration dates, or product codes, simply use the Naehas platform to access all the data values for your dynamic disclosures.
  • Guarantee no unexpected changes with our pixel and text comparison tools
  • Confirm the scope of change before approval by easily identifying where each piece of content is applied
  • Remove the risk of outdated Excel files and versions by managing disclosures in a central, collaborative location

Featured Resources

Q&A

Insights and Trends Q&A on Compliance, Automation, Disclosures and Data Privacy

VIDEO

Spotlight on Bank Regulations and Disclosures - Executive Q&A Session

EBOOK

A Bank Marketer’s Guide to Automated Disclosure Management

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USA Offices

3600 West Bayshore Rd, Suite 101
Palo Alto, CA 94303

4300 Commerce Ct,
Suite 100
Lisle, IL 60532

INDIA OFFICE

Plot 270, Phase, 2, Udyog Vihar, Sector 20, Gurugram, Haryana 122016

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