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Transform your organization with applications built in Neota

Neota’s no-code platform enables the financial services sector to innovate and adapt to manage the ever-increasing regulations and new disruptive business models.

Build solutions to automate the drafting, negotiation and execution of complex documents such as International Swaps and Derivatives Agreement (ISDAs) and Share Subscription Agreements.

Automate client-facing processes such as client onboarding, conflict of interest checks and Anti-Money Laundering Assessments with Neota.

Financial Services
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Benefits

Increase Productivity
Increase Productivity

Get more work done by digitising your financial services

Free Up Resources
Free Up Resources

Automation allows your staff to focus on more complex tasks

24/7 Accessibility
24/7 Accessibility

Allow your business and customers to access your online financial services any time of day or night

Increase Accuracy
Increase Accuracy

Ensure your business and customers receive accurate and consistent financial advice

Ensure Compliance
Ensure Compliance

Help your business and customers remain compliant with expert financial advice at their fingertips and an audit trail of data left behind

New Business Opportunities
New Business Opportunities

With new legal services you can now offer using applications built in Neota

How Neota can help your financial services firm?

Compliance Automation

Compliance Automation

Automate the best internal and external advice on compliance and regulatory issues including MiFID II, EMIR Uncleared Margin rules, EU Marketing Fund Restrictions, Shareholder Disclosure Rules, anti-money laundering (AML), futures trading rules, investment Advisor regulation, municipal (bond) advisor regulation, cross-border sales restrictions, and cross-border derivatives risks.

Legal Portals

Legal Portals

Create your own custom front door for the legal function. Capture, triage and route requests to the right resources. Evolve the list of service types according to data that is being entered.

Contract Lifecycle Automation

Contract Lifecycle Automation

Streamline the creation of financial documents such as non-disclosure agreements, ISDA’s, and Client Onboarding Forms

Self Service Apps

Self Service Apps

Free up time and delight your business by routing them to self-service apps financial service apps that transform static knowledge into interactive analysis and advice

Related Customers

" Neota Logic is an example of how combining our expertise with intelligent automation software can add significant value."
Paul Greenwood
Chief Information Officer Clifford Chance
"Overlooking risks around employee travel can have a detrimental effect. That’s why we designed this application to address these risks before the traveller even gets on the plane."
Tony O’Reilly
Director, Technology and Innovation at KPMG Australia
"By working with technology providers like Neota, we are able to package our advice into powerful products that save time, money & enable clients to deploy that information in a smart way."
Monica Sah
Partner at Clifford Chance
"Neota Logic's expert system platform enables anytime, anywhere precision"
Scott Rechtschaffen
Chief Knowledge Officer - Littler Mendelson P.C
"Not only have our lawyers saved time onboarding a new matter but the finance team has also benefited as they no longer have to cross-check the information and go back and forth on the phone."
Trine Melsether
CDO at Thommessen