Workflow/document management

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/markets

SkySparc integrates with Auxality, focusing on workflow optimization and regulatory compliance

SkySparc, a leading corporate and financial institutions solutions provider, announces a strategic partnership with Auxality, a financial workflow digitalization specialist, to enhance its asset management capabilities.

/startups

Pulse wins $3.9 million Seed round

We started Pulse last year, building for niche operations teams who were dealing with critical business data trapped in millions of spreadsheets and PDFs.

/ai

Cytora launches explainable agentic AI solution for insurance risk assessments

Cytora has announced the latest version of its digital risk processing platform. Cytora Platform 3.0 enhances the capabilities of the platform by harnessing agentic AI in a fully explainable way.

/ai

Jump rises $20m to bring AI to financial advisors' workflows

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the successful completion of a $20 million Series A funding round, led by Battery Ventures, with additional participation from Citi Ventures and existing investors Sorenson Capital and Pelion Ventures Partners.

/markets

NeoXam acquires Ezops

NeoXam, a global leader in Data Management, Performance, Reporting, Portfolio Management, and Investment Accounting software, announced today the completed acquisition of EZOPS, a leading provider of AI-enabled Data Control, Workflow Automation, and Reconciliation Solutions.

/ai

Shastic teams with MeridianLink to provide AI workflow automation for banks and credit unions

Shastic, the leading provider of AI-Automated Knowledge Workers for financial institutions, has announced that its platform will be integrated with MeridianLink, Inc. (NYSE: MLNK), a leading provider of modern software platforms for financial institutions and consumer reporting agencies.

/ai

Profile Software releases AI-driven document management system

Profile, a leading global financial solutions provider, leverages the advanced capabilities of AI.Adaptive, and following the successful “text/voice to SQL” and “text/voice to API” solutions, today announces the launch of its pioneering Document Intelligence solution, set to transform document processing for organisations worldwide.

/ai

BlueFlame AI ships no-code workflow automation platform for alternative investment managers

BlueFlame AI, a leading provider of generative artificial intelligence (Gen AI) solutions for alternative investment managers, today announced the launch of Blueprints, a no-code workflow automation solution that transforms how investment professionals operate and make decisions.

/wholesale

Rabobank taps Camunda for workflow capabilities

Camunda, the leader in process orchestration, today announces it has partnered with Rabobank, a global cooperative bank with a presence in 37 countries, to further improve customer experience and optimize efficiency in delivering customer-facing software, security, and compliance.

/wholesale

ION FX wins Apac mandate

ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporate organizations, announces that Instantia has selected ION Foreign Exchange (FX) for trade execution, trade management, risk, and settlement management for its FX business.

The Global Fight Against Trade-Based Financial Crime

/Workflow/document management

The Global Fight Against Trade-Based Financial Crime

297 downloads

/wholesale

AND Solutions to deliver AI-based document processing and credit scoring to Esquire Finance

Leading fintech company AND Global’s subsidiary, AND Solutions, has today announced a new partnership with Esquire Financing Inc., a Philippines-based non-bank financial institution that specializes in providing business loans to SMEs.

/ai

Fintech VC fund Cedar-IBSi Capital invests in Cogniquest

Early-stage FinTech VC fund, Cedar-IBSi Capital, has announced its first investment in Cogniquest, an AI-ML Intelligent Document Processing company that is seeking to focus on document automation for Financial Services institutions.

/wealth

Bryan, Garnier & Co implements Singletrack workflow platfrom

Singletrack, the leading capital markets workflow and analytics solutions provider, today announced that independent growth investment bank Bryan, Garnier & Co has integrated their investment banking teams onto the Singletrack platform alongside sales and trading, research and corporate access.

/wholesale

Traydstream and 360tf partner to digitise document processing

360tf, a trailblazer in the digitisation of global trade finance, is pleased to unveil its partnership with Traydstream, a pioneer in trade digitisation, as part of its ongoing mission to innovate and expand its global trade finance solutions.

/identity

Koodoo taps Resistant AI for document fraud checks

Koodoo, the AI-powered technology provider for financial services, today announces that it is partnering with Resistant AI to supercharge its Document Checking offering with Resistant AI’s leading Document Forensics technology.

/markets

Bound implements Integral’s SaaS eFX workflow

Integral, a leading currency technology provider to the financial markets, announced today that Bound, a modern currency hedging and risk management company, has solutions to enhance its technology infrastructure.

/markets

Bloomberg automates workflow for EUR Swaps vs. Futures

Bloomberg today announced the launch of a fully automated electronic workflow for the trading and reporting of EUR Interest Rate Swap (IRS) v Bond Future contracts through Eurex.

SEB to buy stake in Kirva

/retail

SEB to buy stake in Kirva

SEB is to buy a minority stake in digital document exchange firm Kirva.

/wholesale

Surecomp expands trade document connection with CargoX partnership

Surecomp today announced that CargoX is the latest partner to join its RIVO™ platform. The collaboration further expands Surecomp’s fintech ecosystem, affording customers centralized access to a choice of best-in-class electronic trade document solutions through which to streamline their digital trade finance process.

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