Disclosures
Products evolve, your disclosures should too
Centralize disclosures into a dynamic, modular library with AI-powered assembly and full traceability. Deliver personalized, compliant content faster across every channel.
Increase speed to market
Accelerate disclosure management
Build and distribute disclosures at the product, offer, and customer level with speed and accuracy across all channels
AI-powered migration
Use Zafin AI to transform uploaded disclosure documents into modular reusable components
Modular, scalable, and built for speed
Unify product, service, corporate, and retail disclosures into a single source of truth
Sync rates and fees from your Product Catalog
Apply universal updates across all disclosures
Configurable multi-level, rule-based approval workflows
Integrated channel distribution
Ensure the right disclosure reaches the right audience across all channels
Export disclosures to PDF or distribute via API based on channel, accessibility, and language
Personalized and transparent
Build trust with personalized disclosures
Deliver relevant, compliant disclosures with full traceability. Dynamically assemble based on customer, product, and channel.
Simplified, user-friendly disclosures
Provide customers with simple and concise disclosures only for their product holdings
Reusable disclosure templates
Build a library of disclosure templates, ensuring consistency and minimizing manual errors
Leverage existing components for quick assembly
Reduce regulatory risk
Traceable, governed, and audit-ready
Proactively prepare for regulatory audits with a full version history, traceability, and a complete audit trail
Embedded product attributes
Drive accuracy and consistency in disclosures by dynamically pulling product attributes directly from the centralized Product Catalog
Integrated regulatory tagging
Connect disclosures to relevant regulations for smarter compliance tracking
Build and maintain a regulation library or link to your internal regulatory repository
Clear visibility into how regulatory changes impact your disclosures
Edit impacted disclosures quickly and accurately
Configurable workflows
Control workflows with compliance oversight
Configurable multi-level, rule-based approval workflows across the enterprise
Customizable roles and permissions
Real-time notifications for required stakeholder actions
Complete audit history
Track every change, version, timestamp, and approval to maintain a defensible, end-to-end audit trail
View, compare, and render prior disclosure versions
Maintain full comment trail across all disclosure decisions
Capture full customer-consent history
Connect with us
Talk to of our our industry experts to see how Zafin can help you manage your disclosures
