Zip for financial services

Compliant procurement for financial leaders

Global financial service institutions rely on Zip 
to control costs and manage risk more effectively.

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Increase regulatory compliance

Respond quickly to the changing regulatory landscape while ensuring your business remains compliant.

Drive process efficiency

Simplify complex procurement processes to drive more efficiency for every team involved—no training required.

Maximize spend ROI

Enable smarter buying decisions by unlocking earlier engagement and increasing visibility into your existing supplier base.

Accelerate procurement processes

Eliminate the need for requesters to navigate fragmented procurement processes. Zip’s workflow engine integrates disparate teams and systems to create an intuitive, unified purchasing experience for every employee.

Meet regulatory requirements

Ensure your procurement processes adhere to stringent regulations, including recent interagency guidance, without adding more overhead. Zip increases visibility into suppliers across engagements and automatically routes every request through efficient reviews.

Simplify auditing end-to-end

Gain full visibility into the lifecycle of your requests. Zip automatically captures a full audit trail for each request as it moves through different systems and departments, ensuring the right stakeholders have reviewed.

Drive more financial predictability

Track current spend against your budget in real time to prevent unexpected overruns. Zip shows approvers how much budget is remaining to drive more informed decision making and improve spend management.

How financial leaders are driving 
peak business performance with Zip

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With Zip, we can fully attest that everything is going through the appropriate privacy, security, third-party risk assessment process.
Chris Kee, VP, Sourcing & Procurement, Northwestern Mutual
Chris Kee
VP, Sourcing & Procurement, Northwestern Mutual
18%
increased spend under management with Zip
Zip has really delivered a truly transformative experience for our end users. They now have transparency across the entire process, whereas before they were often navigating in the dark.
Jason Moore, Former Sr. Director of Procurement Operations
Jason Moore
Sr. Director of Procurement Operations, Discover
67%
increased procurement throughput with Zip
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What does the future hold for procurement teams?

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Maximize the ROI of your business spend