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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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Gobal updates

Flexible data schema

Disclosure traceability

Channel integration

Quality assurance

homepage disclosure

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
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Disclosure Traceability

Respond to regulatory inquiries or fix an error quickly with our Traceability features.

  • Every disclosure version is assigned a unique ID that gets you instantly back to its source
  • Quickly find everywhere else that same disclosure is used and initiate a rapid change cycle
  • View a complete audit trail of every change and approval that allowed the erroneous language into the market

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
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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

EBOOK

How Banks Can Use Generative AI to Enhance Marketing Disclosures

EBOOK

The Essential Buyers Guide for Disclosure Management

CASE STUDY

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

Reach out to us to discuss how the Naehas Disclosure Management solution enables faster and accurate updates, provides a single source of truth, and reduces compliance risk.

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Palo Alto, CA 94303

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Lisle, IL 60532

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