CLM and Third-Party Risk Management For Financial Services | Gatekeeper

Unify Contracts, Third-Party Risk & Spend Oversight in One Source of Truth

When contract terms live in Legal, risk in Procurement, and spend in Finance, financial institutions lose visibility across critical third-party relationships. That’s when risk grows, renewals stall, and unchecked spend erodes margins.

Gatekeeper unifies third-party risk, contract management, and vendor spend in a single platform purpose-built for financial services, with LuminIQ AI Agents surfacing risks and enforcing controls automatically.

Eliminate silos between teams. Enforce policy across every contract, vendor, and process. Prove compliance from onboarding through to audit.

A Gatekeeper product screenshot demonstrating how mandatory data can be requested from vendors

Vendor workflow with credit check tracking – third-party risk automation for finance teams.

Stop Risk at the Source and Prove Compliance With Confidence

One unchecked third-party agreement can lead to regulatory fines, failed audits, or reputational damage. With mandates like AML, KYC, SOX, FCA, and DORA, there’s no room for gaps.

Gatekeeper enforces vendor due diligence and automated compliance checks before any contract is signed. AI Agents screen, score, and approve or flags vendors, so bad actors never get through.

Every contract. Every check. Captured in one continuous, auditable record, ready in seconds. No last-minute evidence gathering. Just perpetual audit readiness built into every vendor decision.

"Gatekeeper gives us excellent control and visibility of spend, which we have never had before. We have been able to terminate contracts that no longer serve us with a total value of circa £1m. ” - Krupa Patel, Head of Procurement UK & US (Global), Funding Circle

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Protect Margin with Proactive Risk Management

Third-party failures drive up costs through fines, revenue loss, and remediation efforts.

Gatekeeper’s AI agents surface risk signals from day zero, keeping you compliant with DORA, SOX, and FCA, and protecting margin before it’s under threat.

AI Agents continuously monitor third-party risk such as, cyber threats and financial changes, so you can act before risk leads to revenue loss for your financial institution.

"The system is responsive, intuitive, and very easy to use. It’s also highly configurable meaning we can adapt the workflow modules to cater for changes in outsourcing standards or regulatory requirements." - Len O’Hanlon, Head of Procurement, Police Bank

A screenshot of Gatekeeper, showing its automated workflows for dealing with insurance expiries - including vendor notifications.

Accelerate Time-to-Contract Without Compromising Control

Delays at any stage, from onboarding to redlining, slow revenue and add risk, whether you're signing a CRO, launching new products, or finalising M&A.

Gatekeeper streamlines the full contracting process. AI Agents automate contract intake, provide clause suggestions and complete approval routing.

Our unified contract and third-party risk management platform accelerates approvals and ensures compliance from intake to close-out.

"Gatekeeper has made the contracting and vendor management process more visible across the business and has made life considerably easier for those involved.” - Jessica Helmka, Corporate Compliance Specialist, Missouri Employers Mutual (MEM)

Contract lifecycle and third-party risk management software interface with automated intake and approval tracking for legal and procurement teams

Contract notice period alert for contract renewal – helps financial institutions prevent auto-renewal risk

Eliminate Hidden Waste and Unlock Six-Figure Savings

Silent auto-renewals. Overlooked obligations. Fragmented agreements that miss out on bundled value. That’s how margin erodes, one contract at a time.

With best practice workflows, you gain full visibility across contract renewals, contract obligations, and vendor performance, so you can renegotiate before value slips and eliminate waste before it renews.

Catch costly renewals. Consolidate smarter. Protect profit, contract by contract.

"With the implementation of Gatekeeper, our team has been able to create a clear overview and assist all parts of the business to maintain that control.” - Sarah Roberto, Chief Risk & Compliance Officer, Mollie

Gatekeeper helps Financial SERVICES firms to:

Eliminate blind spots across contracts and third parties to prove control and reduce audit effort
Avoid six-figure losses from silent auto-renewals, by acting on every notice period in time
Consolidate vendors and optimise third-party contracts with full spend visibility and contract data in one platform
Reduce regulatory risk with third-party risk monitoring capabilities, from credit to cybersecurity threats
Accelerate vendor onboarding and reduce cycle time, without sacrificing compliance or control
Automate vendor due diligence and scale financial compliance so you can be perpetually audit-ready