Make financial collaboration repeatable, auditable, and ready for every client motion.
nBold turns deal rooms, underwriting cases, and KYC onboardings into governed Microsoft 365 workspaces — auditable by default, every time.
The motion.
Deal rooms, underwriting cases, KYC onboardings, credit reviews, claims, and regulatory responses — each one is a repeatable collaboration pattern. The work is cross-functional, regulated, document-heavy, and time-sensitive. Most institutions still run each motion differently every time.
The continuum.
Opportunity → onboarding → compliance review → service case → renewal. Context has to move with the client. When the deal closes, the onboarding team inherits the commitments. When onboarding ends, the relationship manager inherits the full client record. When a case opens, the service team sees the history. When renewal opens, the account team sees the whole lifecycle — and every handoff carries the evidence forward.
OpportunityDeal qualified, scoped
UnderwritingCase file, checklist, review
ServiceRun, support, escalate
RenewalExpand, retain, advocate
What breaks today.
Deal rooms for M&A advisory, syndicated lending, and private placements built manually per deal — inconsistent folder structures, rebuilt permissions, lost context when bankers rotate. Underwriting case files bouncing between email, Teams chat, and policy admin systems with no structured workspace per case — cycle times vary and audits find gaps. Client onboarding broken across compliance, relationship managers, and operations — documents requested twice, status invisible, and commitments made in one stage lost in the next.
What nBold changes.
Every deal, case, and onboarding from the same template.
A full workspace — channels, SharePoint site with metadata, Planner board with the underwriting or deal checklist, intake form, and sensitivity label — provisioned automatically the moment a new opportunity, loan, or client onboarding starts.
Handoffs that carry the full context.
The onboarding workspace inherits from the deal room. The service case inherits from the onboarding. The renewal inherits from everything before it. No rebuilds, no lost commitments.
Governance and audit trail built in.
Naming conventions, sensitivity labelling, approval workflows, and lifecycle rules applied per template. ISO 27001 certified. SOC 2 Type II certified. Regulator-ready by default.
Every client motion starts with the right structure and stays connected through renewal. Where collaboration is consistent, the business leaks less.
Proof points.
ISO 27001 certified · SOC 2 Type II certified · Microsoft 365 native · Full SharePoint provisioning with metadata · Governance per template · nFlow integration with Salesforce and HubSpot.