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Fully automated triggering of reviews with customizable workflows.

Client Lifecycle Management​

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With the client lifecycle management module, you can remain in control of potential risks. After initial onboarding of a customer, based on risk class and customer profile, the client lifecycle management module will make sure you remain compliant by addressing Periodic reviews based on company policies lifecycle.

Not only periodic reviews are included in the client lifecycle management module, the ability to do an event driven review or stay on top of additions or changes to pep and sanctions list by using the continuous monitoring module, or the investigation of other customer related signals will make sure you don’t miss important risk indicators. While using the network diagram, complex organizational structures will be easy to identify and investigate. ​

The fully automated triggering of reviews and the easy handling using the customizable standard workflow will help control the workload. ​

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

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Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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