The information exists.
Somewhere.
Policies in folders. Answers in old questionnaires. The latest version in someone’s inbox.
THE DEAL IS SIGNED. REVENUE IS STILL WAITING.
Stop onboarding delays from holding back revenue.
The AI-powered onboarding and client-readiness workspace built for the vendor—not the bank.
Bring your approved information together once. MatchAudit interprets each regulated client’s requirements, finds reusable answers and evidence, explains what is missing, routes the work and prepares a client-specific response for your team to approve.
One continuous record for onboarding, follow-ups, renewals and changing client requirements.
CUSTOMER ONBOARDING
Northstar BankREADY FOR REVIEW72%
BLOCKERDue in 2 days
Data-retention evidence is missing
The customer cannot complete its review until Security confirms the policy and evidence.
NEXT ACTIONSecurity reviews the sourced draft
Owner: Maya Chen · Evidence attached
One blocker. One owner. One clear next move.Everyone can see what is holding up go-live.
BUILT AROUND YOUR ENTERPRISE CUSTOMERS
Banks
Insurers
Regulated financial institutions
Your client assesses suppliers.MatchAudit helps you become acceptable, respond with confidence and stay continuously ready.
THE DEAL IS WON. REVENUE IS STILL WAITING.
The information usually exists.
The problem is finding and proving it.
Every bank asks differently. Policies sit in folders, answers hide in old questionnaires and the people who can help are already busy. MatchAudit turns that fragmented process into one client-readiness workflow.
The information exists.
A new customer.
The same facts, asked differently.
Your team rewrites substantially similar answers while inconsistent versions create avoidable risk.
Everyone is involved.
Who moves it forward?
Sales is chasing updates while the people with the answers juggle other priorities.
Less chasing. More progress. That’s where MatchAudit comes in.
SEE YOUR NEXT CUSTOMER REQUEST GET MOVING
A sourced answer.
A clear next action.
Reuse what your team knows. Find what is missing. Keep a person in control of every answer. Explore three examples with fictional customer data.
THE CUSTOMER CONTEXT
Aster Bank · Business continuity questionnaire
“How quickly can your service recover after an outage?”
Approved continuity plan · Section 4
Recovery time objective: 4 hours. Recovery point objective: 1 hour.
Illustrative example · fictional documents and customer
MATCHAUDIT AI
A draft with something to back it up.
Our documented recovery time objective is 4 hours, with a recovery point objective of 1 hour for the service covered by this plan.
Check that the plan covers the service Aster Bank is buying before sharing this answer.
Security reviews the draft and its source.
Prepared demonstration with fictional data. Explore an answer, an evidence gap and a requirement change; this example does not run a live AI model or send data.
CONNECT ONCE. ADAPT FOR EVERY REGULATED CLIENT.
From an unfamiliar request
to an approved response.
AI interprets, maps and proposes. Your team reviews the evidence and decides what goes to the client.
01
Map the client’s ask
Interpret questionnaires, document requests and supplier requirements, then compare them with the facts and evidence your team already trusts.
Client-specific requirementsReusable vendor knowledge
02
Explain and resolve the gaps
Show whether evidence is sufficient, outdated, partial, conflicting or missing—and explain what is needed and who should provide it.
Actionable gap guidanceOwners + due dates
03
Prepare, approve and track
Draft the client-specific response with sources, keep people in control of approval, then preserve submissions, follow-ups and commitments.
Human-approved responseSubmission history
AI prepares. Your team approves. Review answers and sources before anything is shared with your customer.
VENDOR-SIDE BY DESIGN
The bank assesses suppliers.
MatchAudit helps you become ready.
This is not another bank-side TPRM portal. It is your workspace for managing a portfolio of regulated clients and the work required to win, onboard and retain them.
Built for the institution
- Evaluates suppliers
- Sends questionnaires
- Highlights the bank’s risk
- Manages a supplier portfolio
Built for the vendor
- Helps your company become acceptable
- Prepares and manages responses
- Highlights your readiness and gaps
- Manages your regulated-client portfolio
ONE APPROVED FACT. EVERY CLIENT IT SUPPORTS.
Reuse the work.
Keep the context.
Prepare for the bank’s next ask
See readiness against published supplier requirements. Keep that preparation separate from the actual questionnaire your customer sends.
Know where to prepare before the deadline.Approve once. Reuse with context.
Link approved facts and documents across customers and services. Review applicability before reusing an answer, with its source close at hand.
Give your experts fewer repeat requests.Keep the record of what you sent
Preserve the answers and evidence versions behind each submission. Updated documents support new work without rewriting the historical record.
Answer follow-ups with the right context.Carry commitments beyond go-live
Turn approved obligations from customer contracts and requirements into owners, deadlines and actions. Track evidence renewals and changing requirements.
Know what you owe each customer next.Your team approves externally shared answers. Your customer decides when you are cleared.
Review securityCLARITY FOR EVERY CUSTOMER
Know what’s blocking progress.
And who can unblock it.
Three questions. One shared view. What is blocking this customer?
Who needs to act? What is due next?
Customers / Aster BankIllustrative preview
Aster Bank · Cloud services
A clear path to go-live
Requirements ready18 / 21
WHAT NEEDS ATTENTION?
Updated insurance certificateAction needed to move forwardWHO NEEDS TO ACT?
FinanceAssigned teamWHAT’S DUE NEXT?
Upload certificateDue tomorrowCustomer work in focus
Owner & status- Information securityAnswers reviewed and readySecurityReady
- Cyber insuranceCurrent certificate requestedFinanceNeeds document
- Data processing agreementCustomer addendum to reviewLegalIn review
Example customer workspace with fictional data. Switch between onboarding and ongoing commitments to see how the work continues after go-live.
Go-live is a milestone.The relationship keeps moving.
FROM REACTIVE QUESTIONNAIRES TO CONTINUOUS READINESS
Stay ready for
the next ask.
Go-live is not the end of the relationship. Keep client follow-ups, renewals and reassessments connected—and prepare earlier when supported institutions publish changed supplier requirements.
- Keep evidence current
Stay on top of insurance, policies, certifications and evidence renewals.
- See what changed and why it matters
Compare changed requirements with what you already have and identify likely preparation work.
- Follow through on commitments
Keep reporting, remediation, reassessments and contract dates tied to an owner.
Who is MatchAudit built for?
Vendors selling technology, products or services to banks, insurers and other regulated financial institutions, especially in Europe. It brings sales, customer success, security, legal and operations together around the work needed to onboard and support each customer.
Is MatchAudit a TPRM platform for banks?
No. MatchAudit sits on the vendor side of the relationship. The bank or regulated institution runs its assessment; MatchAudit helps the vendor understand the request, reuse approved information, resolve gaps, prepare a response and manage what happens next.
What work can we bring into MatchAudit?
Customer readiness, reusable facts and evidence, AI-assisted questionnaire answers, internal requests, submission history and ongoing customer commitments. Start with one live customer request and the information your team already has.
How is this different from a questionnaire tool?
MatchAudit connects the whole customer relationship. Coordinate Security, Legal, Finance and Operations before go-live, preserve what you submitted, and turn approved customer commitments into owned actions afterwards. The next questionnaire starts from your approved knowledge instead of another round of internal chasing.
What does AI do, and what does my team approve?
AI reads requirements, identifies missing information and prepares draft answers using your facts and documents. Your team reviews the sources, approves the answers and controls what is shared. Customer approval and final portal submission remain with people. Public supplier requirements help you prepare; they are distinct from requests received directly from your customer.
Do we have to replace our existing systems?
Keep your existing security, compliance and customer systems. MatchAudit organizes the customer-facing work around approved information: what is needed, who supplies it, what was submitted and what is due next. Start with your documents and one customer request.
How do we get started?
Create your account, confirm your workspace subscription, then add a customer and the information you already have. Use the customer request to identify the first missing evidence or answer and give it an owner. You can contact our team before subscribing if you want to discuss your workflow.
START WITH THE CUSTOMER WAITING ON YOU
Clear the next blocker.
Bring revenue one step closer.
Bring one customer request and the information you already have.
Find the gap. Assign the owner. Move the work forward.
Start with one request · Keep your current systems · Your team approves every answer