Vendor Management for Financial Institutions
Managing vendors means more than storing documents. Our intranet gives financial institutions a smarter way to oversee vendor profiles, ensure due diligence, and link vendors to internal processes like IT tickets and change requests.
Centralized Vendor Profiles
- Track key contacts, departments, services, and renewal dates
- Assign relationship managers or internal owners
- Flag high-risk vendors and link supporting documentation
Automated Vendor Updates
- Use intranet forms to submit vendor changes
- Route approvals to compliance, IT, and department leads
- Log all updates with timestamps and history
Due Diligence & Compliance
Maintain compliance by linking vendor profiles to policies, SOC reports, insurance docs, and other key records. Everything is searchable and date-stamped.
Connected to Internal Workflows
- Link vendors to change requests and incident reports
- Route vendor offboarding through approvals and task checklists
- Keep your whole team informed with role-based access
