Supplier & Contract Management for Banking & Insurance
Automate due diligence (Sarlaft), electronic contract signing and policy management in a secure, auditable environment for financial institutions.
Companies that Trust Egixia
From Operational Risk to Total Control
Compare traditional financial sector operations with what you achieve by digitizing supplier management
Solutions by Financial Vertical
Each financial subsector has unique compliance and contracting challenges
Corporate Banking
- Automated Sarlaft due diligence for each engagement
- Framework contract management with e-signature
- Secure integration with core banking
- 60% reduction in contracting times
Insurance & Reinsurance
- Compliance policy control with automatic alerts
- Complete traceability for Superfinanciera audit
- Multi-entity management on a single platform
- Preventive supplier blocking with LAFT alerts
Trust Companies & Funds
- Cross-cutting regulatory compliance for multiple entities
- Automatic background verification (Police, Comptroller)
- SOX audit for sensitive data changes
- MFA and data encryption at rest and in transit
Regulatory Compliance Without Manual Effort
TLS 1.3 in transit and AES-256 at rest, MFA, immutable logs and SOX audit
Automated Due Diligence
Automatic background verification against Police, Comptroller, OFAC and UN lists before any contractual engagement. Immediate supplier blocking with alerts.
Legally Valid E-Signature
Contracts digitally signed in minutes, not weeks. Centralized repository with versioning, expiration alerts and full approval traceability.
Policy & Guarantee Control
Automatic compliance policy expiration alerts. Payment blocking if guarantee is not current. Centralized management of all contractual guarantees.
Your IT team will want the detail before approving the vendor: infrastructure, encryption, penetration testing and incident management. How we protect your suppliers' data →
Impact on the operation
Illustrative scenario · Banking and insurance
What usually changes in an operation like this: supplier management across multiple group entities is centralized with regulatory compliance verified at every step, lowering operational risk and shortening the contracting of critical services.
60%
Reduction in contracting times
Corporate banking
100%
Audit traceability
Insurance sector
0
Incidents from sanctioned suppliers
Trust companies
Integrates with your ERP, doesn't replace it
Egixia acts as an intelligent orchestrator that complements your existing ERP, automating supplier interactions and processes your ERP doesn't handle well.
Supported ERPs
Frequently Asked Questions about Supplier Management in Banking & Insurance
Power Your Financial Compliance with AI
Complement this solution with artificial intelligence agents that automate tasks, analyze data, and generate measurable savings. Available as standalone subscriptions.
Platform Modules
Most Used Modules in Banking & Insurance
Transform Contracting at Your Financial Institution
Discover in 30 minutes how Egixia can automate due diligence, e-signature and policy management in your organization.
Professional RFP/RFQ template for your next negotiation
Excel with 7 interlinked sheets and 306 formulas: 1-to-5 weighted scoring matrix, technical requirements and a comparison with automatic ranking. No forms.