Conflicts of Interest Disclosure Software
SAI360’s Conflicts of Interest management software solution streamlines the process of identifying, disclosing, and resolving potential COI risks.
From board service to outside employment, employees and third parties can easily register conflicts through intuitive, guided workflows. As part of the SAI360 GRC Platform, our COI software connects disclosure, policy awareness, and training to promote transparency and reduce risk across your organization.
End-to-End COI Software
Simplify how employees and third parties disclose potential conflicts across your organization.
- Use intuitive, configurable forms to capture relevant details including relationships, financial interests, and outside employment
- Automate routing, approvals, and escalations based on conditional logic and organizational rules
- Track disclosure status in real time with a centralized dashboard for compliance and risk teams
Centralize Oversight and Response
Manage all disclosures in one secure repository with full audit trails and resolution tracking through our Conflicts of Interest software.
- Review disclosures consistently with standardized templates and integrated conflict management plans
- Link disclosures to relevant policies, risks, or business units for contextual analysis
- Monitor resolution progress, approvals, and overdue items across teams and geographies
Connect Training and Awareness
Improve understanding of COI expectations by embedding policy access and training into the disclosure process with our Conflicts of Interest management software systems.
- Launch disclosure campaigns alongside training and Code of Conduct attestations to reinforce obligations
- Allow employees to access policies, training content, and disclosure forms from a single portal
- Support behavior change by integrating learning moments directly into workflows—when and where they matter
Explore The Capabilities
Also on the SAI360 GRC Platform
Create, distribute, and manage policies at scale with full visibility and control.
- Draft, approve, and publish policies in one place
- Track attestations and manage version history
- Give employees searchable access to current policies
- Keep policies up to date with automated alerts triggered by changing regulations
Deliver a dynamic, branded Code of Conduct that guides behavior across your organization
- 150+ flexible and customizable modules built around your risk areas
- Accessible, interactive, and mobile-friendly
- Connect policies, training, and disclosures within the experience
- Track acknowledgment and reinforce cultural expectations
Ensure alignment with acceptable gift and hospitality policy and promote transparency and ethical decision-making.
- Capture gift disclosures directly within gift policy training to streamline employee processes
- Automate reviews and approvals to ensure compliance with anti-bribery regulations
- Gain real-time visibility into gift trends and potential risks with intuitive reporting
Train employees with relevant, policy-aligned content that actually sticks.
- Assign learning by role, location, or risk exposure
- Embed disclosures within a training course
- Deliver interactive content tied to your policies and values
- Monitor training completion and identify gaps with real-time reporting
“Once upon a time, we had a manual process for Conflicts of Interest (COI)… SAI360 allows us to track our team and ensure transparency”
-Tina Tolliver, Millennium Physician Group
