# Legal AI for finance and financial services

> GenieAI helps finance teams draft, review, and negotiate ISDAs, loan, and prime-brokerage agreements with current-law accuracy across 150+ jurisdictions.

**Industry:** Finance

Document the regulated workflows that move money - compliantly, at speed

Finance teams at Jamaica Stock Exchange, Khosla Ventures, Nomupay, Zenith Bank UK and HashKey Global use Genie to draft and review vendor agreements, outsourcing contracts and DPAs.

## Financial-services contracts, regulation-aware

GenieAI is the AI legal assistant trusted by 200,000+ business teams. We draft, review, and negotiate financial-services contracts end-to-end - ISDAs, ISMAs, prime-brokerage, loan, and outsourcing agreements - with current-law accuracy across 150+ jurisdictions.

- Auto-draft ISDAs, loan, and prime-brokerage agreements
- Track regulatory perimeter across 150+ jurisdictions
- 500+ finance-ready templates across 150+ jurisdictions, free to use

## What finance teams run through Genie

### Draft vendor and outsourcing agreements

Produce a first draft of a vendor agreement, outsourcing contract or DPA from a plain-English brief.

[https://www.genieai.co/use-case/create-contracts](https://www.genieai.co/use-case/create-contracts)

### Negotiate against your own risk positions

Check a vendor's markup against the positions risk and legal accept on liability, data and continuity.

[https://www.genieai.co/use-case/review-negotiate](https://www.genieai.co/use-case/review-negotiate)

### Consistent terms under regulatory scrutiny

It remembers the positions you took on the last outsourcing deal, so every contract tells the same story to a regulator.

[https://www.genieai.co/use-case/ai-contract-assistant](https://www.genieai.co/use-case/ai-contract-assistant)

### Ask what an outsourcing agreement commits you to

Get answers on audit rights, exit provisions and sub-outsourcing, each tied back to the exact clause.

[https://www.genieai.co/use-case/ask-your-document](https://www.genieai.co/use-case/ask-your-document)

### Redline vendor agreements inside Word

Mark up an outsourcing or vendor agreement in the document your counterparty sent, without breaking your audit trail.

[https://www.genieai.co/use-case/word-add-in](https://www.genieai.co/use-case/word-add-in)

## How teams use Genie in Finance

### Sales

- **Close institutional deals faster** — Auto-draft ISDAs, GMRAs, and side letters in seconds, with regulatory positions pre-applied.
- **Negotiate within compliant playbooks** — Surface pre-approved fallback terms so front office can move without paging compliance for every redline.
- **Track deal-stage regulatory risk** — See where every commercial agreement sits versus your regulatory and counterparty-risk positions.

### Procurement

- **Vendor onboarding in minutes** — Review custodian, market-data, and SaaS agreements in one pass, with regulatory exposure flagged.
- **Standardise across suppliers** — Enforce your data-security, business-continuity, and audit-rights positions across every supplier.
- **Spend-control insights** — Surface auto-renewal and price-hike clauses across the supplier base before they trigger.

### Leadership

- **See regulatory and commercial exposure** — Surface enterprise-wide contract risk across regulatory, counterparty, and supplier positions in one dashboard.
- **Move faster on growth and M&A** — Spin up due diligence packs, acquisition agreements, and joint-venture terms without slowing the deal.
- **Empower every team within guardrails** — Set regulatory and risk positions once; let front office, procurement, and ops draft within them.

### In-house Legal

- **Outsource the routine work** — Auto-handle NDAs, vendor MSAs, side letters, and standard ISDA schedules so you focus on novel issues.
- **One source of truth for clauses** — Maintain a living finance-specific playbook your business teams can draft from directly.
- **Move quicker on negotiations** — Suggest pre-approved fallbacks for regulatory, indemnity, and termination terms during deal cycles.

### Operations

- **Streamline contract intake** — Triage incoming counterparty, supplier, and SaaS agreements automatically against your playbook.
- **Standardise across the supply chain** — Enforce a uniform position on data, SLAs, and audit rights across every vendor.
- **Cut cycle time** — Reduce review backlog from weeks to days with AI-first triage on every incoming agreement.

## Real Finance teams using Genie

> Inside Stadium MK Group: eight businesses, three venues, 23 club partners. A commercial team that ships contracts in minutes, not days.

— MK Dons, From sponsor deals to concert riders to indemnity wording, one commercial team handles every negotiation. Genie sits in the middle of the workflow, helping them draft contracts, weigh redlines, and get to a position the same afternoon.

- **Industry:** Sports. Events. Entertainment
- **Group:** Stadium MK Group
- **Businesses:** 8 entwined
- **Mode:** 24/7 always-on

[Read case study](https://www.genieai.co/case-studies/mk-dons)

## How does GenieAI compare to ChatGPT?

| Capability | GenieAI | Claude | ChatGPT |
| --- | --- | --- | --- |
| Conversational interface | Yes | Yes | Yes |
| Can upload docs & PDFs | Yes | Yes | Yes |
| Review against your playbook rules | Yes | Yes | No |
| Edit and negotiate in tracked changes | Yes | No | No |
| Collaborative legal editor for teams | Yes | No | No |
| Compare against a proprietary legal dataset | Yes | No | No |
| Manage complex deals with Eidetic Intelligence | Yes | No | No |
| Develop an org-wide legal brain | Yes | No | No |
| Save templates, playbooks, insights | Yes | No | No |

## Finance contracting, answered

### Which finance-sector documents does GenieAI generate?

[Investment agreements](https://www.genieai.co/en-us/template-type/investment-agreement), loan and facility documents, fund-formation paperwork, financial-services terms, regulator submissions - drafted to current regulation across the FCA, SEC, ESMA, and other major regimes.

### Can finance teams review contracts without waiting for legal?

Yes. Legal sets the positions your business accepts once, as a playbook, and Genie reviews incoming [vendor agreements](https://www.genieai.co/en-us/template-type/vendor-agreement), outsourcing contracts and [DPAs](https://www.genieai.co/en-us/template-type/data-processing-agreement) against it, so routine work moves without joining a legal queue.

Anything outside those positions is flagged rather than waved through, so legal keeps the standard and the business keeps the timeline.

### Who decides which contract positions we can accept?

Legal does. The playbook is authored and owned by your legal function: preferred positions, acceptable fallbacks, and the points you will not concede. Genie applies it rather than substituting a standard of its own.

That division is the point. The business gets speed without reopening settled questions, and legal gets consistency without reviewing every draft.

### How long does an outsourcing agreement review take with Genie?

It depends on length and how much the counterparty has changed, so we publish customer outcomes rather than a single headline figure. Firefish, a market research agency of 50 to 100 people with its own in-house legal function, cut contract review time by more than 50% and now handles the same volume with half the legal availability.

HoSt Group, a 700-person energy company, gives 25 commercial seats to its sales and commercial teams and reports 80% faster reviews. The saving comes from Genie reviewing against your playbook first, so whoever opens the contract starts from a marked-up draft rather than a blank page.

### Does GenieAI work inside Microsoft Word?

Yes. Genie works directly in Microsoft Word, so you review and redline in the document your counterparty actually sent, rather than moving it into another system and breaking your review trail.

DocuSign and Adobe Sign integrations are in development.

### What happens when a counterparty's redline falls outside our playbook?

Genie flags the deviation instead of accepting it. The change is identified against the specific position it breaches, so whoever reads it can see what was altered, why it matters, and whether it needs a decision from legal.

Escalation is the feature rather than the failure. It is how legal stays in control of the standard while everything inside the standard keeps moving.

### Is our contract data used to train AI models?

No. Documents you generate or upload stay in your tenant, are not used to train models, and confidential material is not shared with third-party LLMs.

GenieAI is ISO 27001 certified and operates under GDPR.

### Can GenieAI review an outsourcing agreement against our operational-resilience requirements?

Yes. Your compliance team sets the terms a critical [outsourcing agreement](https://www.genieai.co/en-us/template-type/outsourcing-agreement) must contain, including audit rights, sub-outsourcing consent, exit plans and incident reporting, and Genie reviews every incoming agreement against that list.

This is the review most often done twice: once by procurement on commercials and once by compliance on resilience. Running one pass against a single agreed position removes the second queue.

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