Streamlining Client Agreements with MozaIK’s Contract Master

In today’s fast-moving financial world, efficiency, compliance, and client satisfaction are more important than ever. Whether you’re a private bank, an asset manager, or a digital financial service provider, managing contracts (fast and accurately) is a key part of your business.

That’s where

MozaIK’s Contract Master comes in.

Contract Master is a powerful digital tool that speeds up the entire contract creation process. It allows you to generate legally compliant, multilingual contracts tailored to your client’s needs (all while saving time and reducing risks). Here’s a detailed, easy-to-understand look at what MozaIK’s Contract Master can do for your organization.

1. Generate Contracts Instantly

With Contract Master, you no longer have to spend hours creating contracts from scratch. The system creates contracts on the fly, whether it’s for a new client or an existing one.

This is a huge time-saver, especially when you’re onboarding multiple clients or making quick updates to contracts. You can start with a single point in the system and generate different types of contracts in minutes.

It also supports global definitions (clauses, constants, images, etc.), meaning that if you need to update a phone number, logo, or address across dozens of documents, it can be done in just one action.

2. Dynamic and Configurable Workflow

What makes Contract Master so flexible is its fully dynamic and configurable workflow. You don’t need to rely on a one-size-fits-all template. Instead, the system adapts to your specific business logic and regulatory needs.

Here’s how it works:

a) eFormulaire (Electronic Forms)

You can create electronic forms to collect specific information from clients or internal users. These forms can be easily customized to match your business requirements.

b) eQuestionnaire (Smart Questionnaires)

MozaIK’s Contract Master allows you to create smart questionnaires. Depending on the answers provided by the client, the system adapts and generates the appropriate contract clauses. This ensures high accuracy and personalization for every contract.

You can even group questions (e.g., combining 10 MiFID-related questions) to directly determine the client’s investment profile and automatically generate the right investment mandate.

c) Upload of Documents

Clients or team members can upload required documents directly into the system as part of the contract creation process. This helps centralize all necessary information in one place.

d) Call to Any External Service

If your business relies on third-party services (compliance checks or customer data validation), Contract Master can connect with external systems. This makes it easy to pull or push data automatically, reducing manual steps and errors.

This also creates a secure audit trail of each step, including ID verification, contract signature validation, and trustee involvement when required.

3. Lower Operational Costs

One of the biggest advantages of using Contract Master is its ability to reduce the cost of generating new contracts.

Contract Master automates most of these steps. Unlike editable PDFs that are rigid and error-prone, Contract Master allows conditional, rule-based contract generation that is easier to maintain (even when new regulations arrive).

This saves both time and money while ensuring long-term flexibility.

4. Multilingual Support

If you serve clients across different regions or countries, you need contracts in multiple languages. MozaIK’s Contract Master is multilingual, which means it can generate contracts in the local language of the client—whether it’s English, French, Arabic, or any other language supported by your business.

This not only improves communication but also ensures legal accuracy in every market you serve.

5. Reduces Legal Risks

Copy-paste or template-based approaches can create risks, even leading to legal disputes.

Contract Master eliminates these risks by standardizing your contract generation process. Once your legal team sets up the logic and templates, the system ensures every contract is correct, compliant, and up to date.

Versioning ensures that the latest approved version is always available for authorized users (making updates easier and safer).

6. One Start Point, Unlimited Possibilities

A common challenge in contract management is having multiple versions of templates.

With Contract Master, you create all possible contracts from the same single point in the process. This means:

• One entry point for users
  
• Consistent formatting and branding
  
• Accurate, version-controlled contracts every time
  

This simplifies the user experience and improves operational control. Whether you’re creating a new account opening agreement, a discretionary portfolio management contract, or a complex partnership document, everything starts from one intelligent system.

How Contract Master Helps Different Teams

Legal Teams

• Define rules and templates once
  
• Reduce time spent on reviewing contracts.
  
• Ensure compliance with laws and internal policies.
  

Sales & Relationship Managers

• Generate contracts quickly without waiting for legal reviews.
  
• Improve client onboarding speed.
  
• Serve clients across languages and geographies.
  

Compliance Teams

• Ensure all contracts meet regulatory standards.
  
• Automate documentation and audit trails
  
• Easily update clauses or requirements when regulations change.
  

IT and Operations

• Seamless integration with your CRM, ERP, or external APIs
  
• Reduce manual interventions and support tickets.
  
• Automate workflows and approvals
  

Real-World Benefits

• Faster Client Onboarding: Reduce turnaround time from days to minutes.
  
• Improved Customer Experience: Personalized contracts in the client’s language.
  
• Cost Reduction: Fewer hours spent on manual processes and legal checks.
  
• Stronger Compliance: Eliminate non-compliant contracts.
  
• Scalability: From 10 to 10,000 clients, the onboarding process stays seamless.

Who Should Use MozaIK’s Contract Master?

Contract Master is ideal for:

• Private banks
  
• Financial institutions
  
• Insurance companies
  
• Digital banking platforms
  

If your business requires creating legally binding agreements with clients, then this tool is designed for you.

Conclusion:

MozaIK’s Contract Master is more than just a contract tool. It’s a complete digital solution that modernizes the way your organization creates, manages, and delivers contracts. From smart forms and questionnaires to multilingual support, every feature is designed to improve accuracy, efficiency, and compliance.

By using Contract Master, your teams can focus more on clients and strategy (instead of paperwork). Whether you’re onboarding a new customer or updating an existing contract, the process becomes faster, safer, and smarter.