Contract management software for financial services
Generate, e-sign, and search thousands of contracts in seconds. Closing deals just got effortless.
Financial contract management software, optimized for bulk sending and signing
Whether you’re a local lending bank or a large trading firm, Concord makes it easy to draft, e-sign, store and track documents at scale.
Built for high-volume contract workflows
Upload and generate hundreds of documents at a time. Concord won’t miss a beat.
Full-text search finds documents fast
Concord’s AI-powered full-text search puts the documents you need at your fingertips.
Electronically sign many contracts at once
E-sign agreements in bulk with just a few clicks. Concord helps clear out your inbox in seconds.
Lightning-fast electronic signatures
Say goodbye to email attachments, and hello to live e-signing. Concord makes it easy to import your agreements, collect signatures, and finalize approvals — all in real time, in online documents.
Quickly import contracts in bulk
Bring in documents by the thousand, with Concord’s powerful bulk upload functionality. Or start with a template, and auto-generate hundreds of similar contracts with just a few clicks.
Extract contract data as an Excel file
Export detailed reports on your contracts’ status, due dates, and more. View analytics in Concord, or download them as Excel spreadsheets to create data-driven reports and presentations.
Contract workflows that move at the speed of the market
Collaborate
Approve
Sign
Track deadlines
Here’s what our finance customers say about Concord
“We are very happy with Concord. It’s a great product. We use the templating and signing functionality every day, and it’s made a big difference to our business.”
PETER KOUTROMANOS
CEO, AVIOR CAPITAL
More than 1,500 businesses worldwide trust Concord, including
Start sending and signing today.
Concord unlocks the data trapped in your agreements, and transforms it into actionable insights that drive revenue growth.
Intuitive Google-style interface
Industry-leading AI-powered search
Real-time sending and e-signing
Instant access to actionable insights
Unlimited storage for all agreements
Transparent cost-efficient pricing
Frequently asked
questions
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What does Concord do, exactly?
Concord helps you create, negotiate, e-sign, store, and manage financial documents like loan agreements and stock purchase orders — all in one place, in real time. -
What is a financial contract lifecycle management system?
A financial contract lifecycle management system (or financial CLM system) is a cloud-based digital tool designed for the financial services industry. It streamlines the creation, signing, storage and searching of financial data such as client information, transaction records, and regulatory paperwork. -
How does Concord measurably impact my bottom line?
Concord automates repetitive tasks like creating contracts, uploading documents, getting agreements signed, and tracking deadlines — freeing up your team members to devote more of their time to higher-value activities. -
Can Concord handle high volumes of documents and data?
Absolutely! Many of our financial customers generate and sign hundreds of documents every day, and run searches on thousands of contracts — all without any decrease in Concord’s lightning-fast performance. -
Can other people sign my documents in Concord for free?
Yes! An unlimited number of invitees can e-sign your Concord documents for free. They’ll never have to create an account or pay anything to sign. -
Can I switch to a different plan later?
Yes! We’ll be happy to upgrade or downgrade your plan whenever you’d like. You’re also free to add or remove users — and you’ll only pay for the seats you actually use.
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What makes Concord different from an e-signature tool like Adobe Sign?
Concord does a whole lot more than just e-signing. It’s a full-featured contract intelligence platform that helps you with contract drafting, negotiating prices, presenting quotes, tracking deadlines, and finding documents in seconds with AI-powered full-text search functionality. -
Is Concord compliant with financial regulations?
Yes! Concord’s e-signatures are fully SOX-compliant. Our industry-leading security also complies with the Europe’s GDPR and similar international legislation, making sure only authorized parties can view each file and folder. -
Can Concord integrate with existing financial systems?
Yes! Concord offers built-in integrations with Dropbox, Google Drive, and other popular platforms. Many of our financial customers also use our open API to connect Concord directly with their in-house financial software. -
What type of support and training does Concord offer?
As a Concord customer, you’ll be assigned a dedicated Customer Success Manager, who will walk your team through onboarding and training, and provide ongoing support on demand. Your Customer Success Manager is included in your subscription, and their #1 goal is to optimize your experience using Concord. -
Do I have to provide a credit card to schedule a Concord demo?
No, you don’t have to share any payment info to schedule a personalized demo of Concord’s functionality. The purpose of the demo is simply to show you how Concord can make your document workflows easier. -
Can I use Concord on an iPhone or other mobile device?
Yes! Concord is optimized for use on smartphones and tablets, as well as on any desktop or laptop PC or Mac.