Naehas Collaborative Design

Naehas Collaborative Design is a platform designed specifically for the financial services industry. According to the vendor, it offers a centralized process for managing offers, dynamic product and pricing strategies, and workflow and governance capabilities. This platform is suitable for financial services companies of all sizes, including asset management, banking, insurance, and wealth management. Professionals in these industries can leverage Naehas Collaborative Design to respond quickly to rate changes, reduce regulatory risk, and efficiently manage disclosures and compliance reviews with minimal IT involvement.

Key Features

Offer Management: Naehas Collaborative Design provides a centralized process for managing offers, enabling financial services companies to efficiently handle offer management tasks. This includes dynamic product and pricing strategies, workflow and governance capabilities, and real-time visibility into fulfillment processes.

Disclosure Management: The platform enables financial services companies to easily manage disclosures by allowing global updates, utilizing a flexible data schema, conducting compliance searches, integrating with various channels, and ensuring quality assurance throughout the process.

Intelligent Reviews: Naehas Collaborative Design ensures 100% accuracy in reviews by offering comprehensive coverage and providing evidence and controls for efficient and effective reviews.

Content Orchestration: Users of Naehas Collaborative Design can author content, integrate offers, and seamlessly integrate with various channels. It also offers workflow and governance capabilities, as well as quality assurance features for managing content.

Customizable Templates: Users can create and customize templates according to their specific needs, allowing for personalized and tailored content creation.

Collaborative Workspaces: Naehas Collaborative Design provides collaborative workspaces where teams can work together in real-time, improving communication and productivity.

Regulatory Compliance: The platform helps financial services companies reduce regulatory risk by ensuring compliance with industry regulations and providing tools for compliance reviews.

Efficient Workflow: Naehas Collaborative Design streamlines workflow processes, reducing manual effort and increasing efficiency in managing offers, disclosures, and content.

Integration Capabilities: The platform offers seamless integration with other systems and channels, facilitating smooth data transfer and enhanced collaboration.