Every active master agreement with a single counterparty. One query. Across divisions.

The General Counsel of a multi-line BFSI firm cannot, today, give a definitive answer to "what's our complete legal exposure to Counterparty X across our trading desks, our prime-brokerage relationships, our custody business, our wealth-management contracts?" The master agreements exist. The trade confirms exist. The amendments and side letters exist. They live across divisions, in different CLM tools, in different document repositories.

Talk to a GC solutions engineer · Read the CLM capability brief · Read the FSI microsite

"I cannot give you a definitive list of every active master agreement we have with a single counterparty."

"I cannot give you a definitive list of every active master agreement we have with a single counterparty. The registry is fragmented across the divisions." — General Counsel, BFSI

3 failure modes recur:

1. Per-division CLM tools. Trading on Ironclad, prime-brokerage on DocuSign CLM, custody on Conga, wealth-management on a homegrown system. No cross-division view.
2. Master-agreement amendments scatter. The original ISDA lives in one system; the GMRA on top in another; the bilateral side letter in a deal room; the most recent amendment in an email thread.
3. Trade confirms multiply faster than they archive. Thousands per counterparty per year. Reconciliation against the master agreement is sampling, not exhaustive.

What TeamSync gives the BFSI General Counsel.

1. One CLM across every division.

ISDA, GMRA, prime-brokerage, custody, wealth-management contracts all live in one TeamSync CLM under one identity, one ACL, one audit ledger. Counterparty + LOB + status are first-class metadata facets.

2. Master-agreement family relationships modelled.

Every contract carries its parent master agreement (where applicable), its side letters, its amendments, its trade confirms. The "what's the current state of our Counterparty X relationship" query traverses the family.

3. DocuTalk grounds the counterparty question.

"Show me every active master agreement with Counterparty X across the firm, grouped by LOB, with the current termination provisions" — DocuTalk returns the answer with citations to each contract.

4. The audit ledger anchors every contract event.

Versioning, signing, amendment, renewal, termination — every event Merkle-anchored. Disputes about "when did we agree to this amendment" have a cryptographic answer.

5. eDiscovery on counterparty-relationship history.

When a counterparty defaults, becomes the subject of an inquiry, or enters M&A, the GC needs to produce the complete relationship history fast. eDiscovery preservation in place + collection in minutes makes this routine.

What changes for the BFSI GC.

Compliance frameworks served.

How TeamSync compares for the BFSI GC use case.

See the DocuSign CLM, Ironclad, Icertis, Conga alternatives →

CTAs.

Related capabilities

• Contract Lifecycle Management, Intelligent Repository, DocuTalk, eDiscovery, Tamper-evident audit ledger

Related compliance overlays

• DORA, FINRA 17a-4, SOX 404, SOC 2, GDPR Art. 17