From Silos to Structure: How Modern Banks Are Taking Control of Contract Data
October 7, 2026 at 10:00am PT/ 1:00pm ET
Financial services contracting data is not broken. It is unorchestrated. Vendor agreements, third-party risk reviews, and procurement workflows all touch the same contracts, but operate in silos with no shared data, no visibility, and no guardrails.
Join Cimplifi and Ironclad on October 7, at 10:00am PT/ 1:00pm ET for a live 45-minute session to learn how leading banks are using AI to bring structure, visibility, and control to their contract operations, from intake through negotiation to obligation management.
Who should attend:
- Head of procurement, chief procurement officer, chief financial officer, head of vendor management, head of third-party risk, and legal operations leaders at banks, asset managers, insurance firms, and fintech companies.
Speakers:
Charles Post
EVP, AI Contract Orchestration
Dan Teller
RVP, Enterprise Select Sales
What we will cover:
- The challenge: Manual processes, fragmented systems, and data integrity gaps are making DORA, TPRM compliance, and vendor oversight requirements harder to manage than it needs to be
- What leading banks are doing: Centralizing contract repositories, standardizing playbooks, and using AI-powered obligation tracking to orchestrate their full vendor ecosystem
- Ironclad in action: A walkthrough of a third-party paper workflow from SAP Ariba intake through negotiation and obligation management, including a risk scorecard
- Real results: A reference story from a financial services firm that transformed its contract operations with Cimplifi and Ironclad