Lifesciences
Smarter Financial Operations, Built for What’s Next
CARA streamlines document management, automates key financial processes, and ensures regulatory compliance. Boost collaboration across financial teams, so you can consistently deliver exceptional customer value.
Integrate and scale effortlessly
Seamless integration with your existing financial systems, automates critical tasks empowering your teams to confidently handle regulatory complexities—so you can consistently deliver exceptional customer value.
Automate Workflows, Accelerate Productivity
CARA streamlines document management, automates key financial processes, and ensures regulatory compliance, freeing your teams to focus on building stronger client relationships and accelerating growth.
Stay Compliant, Stay Confident
From audit trails to global standards, every step is taken to make sure your financial content is organised, version-controlled, and audit-ready. No more scrambling for approvals or outdated files when it matters most.
Trusted globally to manage critical content and data.
Purpose-built for banks, insurers, asset managers, and fintechs, CARA streamlines operations with AI and intelligent workflow automation. Its intuitive interface ensures fast adoption across teams. With built-in compliance tools and enterprise-grade security, staying ahead of regulations is effortless.
Operational Efficiency
Simplify operations by centralising financial documents, contracts, and transaction data in one secure, reliable platform. Automate approvals, reporting, and compliance tasks to reduce manual effort. Enable seamless collaboration across teams to drive faster, more accurate decision-making.
Simplified Compliance & Risk Management
Effortlessly adapt to evolving international financial regulations, including GDPR, MiFID II, and other industry standards. Quickly identify, assess, and mitigate compliance risks with built-in financial monitoring tools. Be audit-ready at any time, with confidence built into every workflow
CARA COMPLIANCE
Exceptional Customer Experience
Deliver faster, smarter customer experiences by automating key financial journeys like onboarding and loan approvals. Keep client data accurate and secure to build trust, and tap into real-time insights to personalise every interaction.
Future-Ready Digital Transformation
CARA CLOUDFuture-proof your financial organisation with a flexible platform that fits your cloud, on-prem, or hybrid strategy. Scale effortlessly to meet demand without compromising performance or compliance. Seamlessly integrate with your core financial systems for a connected, unified ecosystem
Designed for the real demands of the financial industry
Records Management
Simplify the organisation, classification, and archiving of vital documents.
Dynamic Dashboards and Analytics
Visualise insights in real time to make data-driven decisions.
Advanced Workflow Automation
Reduce manual effort across structured processes and ad-hoc tasks for review and/or approval.
Intelligent Capture
Automatically capture and classify metadata for content generation and other processing.
Role-Based Access Control
Control user permissions, ensuring the right individuals have secure access to critical financial data.
Integration-Friendly Design
Connect with existing banking, insurance, and ERP systems, including CRM, treasury management, and claims processing solutions.
North American Financing Enterprise replaces outdated Document Management system
One of the leading sources of mortgage financing in the USA sought to replace their current solution with a more streamlined and configurable Document Management System for confidential financial, legal, and customer documentation, in lieu of an expensive renewal of their previous system
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