Disclosure Automation Managment Software & Platform | Naehas

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

Our automated quality assurance tools have reduced errors for our bank clientele by over 90%, and they can do the same for you, too.

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Remove the risk of outdated Excel files and versions by managing disclosures in a central, collaborative location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

SOLUTION BRIEF

Naehas Disclosure Management

CASE STUDY

Disclosure Management Solution Helped Reduce Compliance Risk for a Leading Financial Institution

VIDEO

Naehas Disclosure Management Solution