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Transform your organization with applications built in Neota

Since the global financial crisis, financial institutions have spent billions on investigations and fines due to policy enforcement failures and regulatory breaches. As a result, the financial services sector has dramatically increased expenditure on professional services in areas such as legal, risk and regulatory compliance.

Despite this, many financial institutions are struggling to stay on top of their legal, risk and regulatory compliance burden.

Neota helps financial institutions transform legal, risk and compliance services through AI automation, reducing human effort, lowering the cost of human reviews, improving the consistency of advice and providing a comprehensive audit trail.

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

"Being able to speed up this process by giving specific, tailored advice is paramount. Not only does it free up our lawyers but also enables our clients to be served answers immediately, at any time."
Emma Dwyer
Capital Markets partner at Allen & Overy
"Neota Logic's expert system platform enables anytime, anywhere precision"
Scott Rechtschaffen
Chief Knowledge Officer - Littler Mendelson P.C
"Only Neota Logic was able to provide the technology and development needed for us to provide the quality, efficiency, and effectiveness that we needed"
David Simon
Foley & Lardner LLP, Partner
"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
"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