SmartSuite for Financial Services
Connect governance, risk, compliance, and operational workflows on one platform built for modern financial institutions. Manage risk, strengthen resilience, and drive efficiency across every function.
Modern Finance Requires More Than Legacy Systems
Most financial institutions run dozens of disconnected systems to manage risk, compliance, cybersecurity, and resilience — creating silos, inconsistencies, and slow regulatory response.
SmartSuite replaces this complexity with a unified platform that connects people, processes, and data across the entire GRC lifecycle.
SmartSuite enables FS organizations to:
- Consolidate GRC, cyber, audit, third-party, and resilience workflows
- Automate FFIEC and CRI Profile compliance and evidence collection
- Streamline exam preparation, findings, and remediation
- Strengthen cross-team coordination and reduce manual work
- Gain real-time visibility across risks, controls, and regulatory obligations
CRI • FFIEC • SOX • ISO
Frameworks Operationalized
CRI • FFIEC • SOX • ISO
Mapped controls and evidence in one place
SmartSuite in Action:
Financial Services Use Cases
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Featured Solutions for Banking & Financial Services
Explore SmartSuite Solution Suites tailored for the financial industry.
Capture and monitor enterprise risks, score impact and likelihood, track mitigation plans, and visualize trendlines across your organization.
Why SmartSuite for Financial Services
Built for CISOs, CROs, and Risk Leaders
Industry-Aligned & Regulator-Ready
Developed with the Cyber Risk Institute (CRI) to operationalize CRI Profile, FFIEC CAT, SOX, and ISO frameworks.
Modern Finance Requires More Than Legacy Systems
Financial institutions face evolving regulations, cyber risk, and rising customer expectations—while managing cost. Disconnected tools slow progress and increase exposure. SmartSuite unifies people, data, and workflows.
Modern Finance Requires More Than Legacy Systems
Financial institutions face evolving regulations, cyber risk, and rising customer expectations—while managing cost. Disconnected tools slow progress and increase exposure. SmartSuite unifies people, data, and workflows.
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
Featured Resources
Explore thought leadership, case studies, and insights from financial services leaders.
Frequently Asked Questions
Common questions from banks, credit unions, and fintech teams.
Consulting Companies, System Integrators, Digital Agencies, Value Added Resellers and Freelance Consultants are eligible for our Service Provider Partner program. We look for people and teams who are skilled at understanding client needs, building implementation roadmaps and helping implement workflows in SmartSuite.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Transform Financial Operations with SmartSuite
From compliance and cybersecurity to customer service and operations, SmartSuite gives financial institutions a single platform for connected, compliant, and efficient work.