Workflow/document management

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/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.

/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.

/startups

Workplace management startup deskbird secures $13 million Seria A

deskbird, a Swiss software-as-a-service (SaaS) workplace management company, receives $13 million from ALSTIN Capital and AVP (AXA Venture Partners) in its Series A funding, with participation from existing investors, such as session.vc, Rivus Capital, and PortfoLion, making it the highest-funded SaaS startup in Europe for workplace management.

/wholesale

Surecomp turns to Pelican AI to streamline trade documenation

Surecomp today announced that it is partnering with Pelican AI, a global provider of AI-powered financial crime and compliance solutions, as part of a collaborative vision to drive the digital transformation of trade-based risk management.

/markets

Tradeweb and FXall collaborate on digital workflow for emerging markets products

Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced it has launched a new and innovative solution to help institutional investors trade Emerging Markets (EM) products more efficiently.

/markets

Delta Capita to commercialise Citi’s proprietary Digital Communication Management Application

Delta Capita, a leading global Capital Markets consulting, managed services and technology provider has been selected by Citi to scale and commercialise its proprietary digital communications workflow management software capability, QMA.

/retail

Cognaize closes $18 million in Series A funding

Cognaize, the intelligent document processing (IDP) company powered by its proprietary hybrid intelligence technology, announced today that it has closed $18 million in Series A funding to accelerate research and product development, marketing, and sales capacity to meet the explosive global demand for the company’s AI solutions, which currently are focused on meeting the specific challenges of the global financial industry.

/markets

WTW implements Duco’s data automation platform

Duco, a leading cloud-based data automation company, today announced that WTW, a leading global advisory, broking, and solutions company, have chosen Duco's no-code, self-service data automation platform to automate intercompany reconciliations in their Insurance Accounting function and unlock strategic insights across their business.

/retail

Insly launches global, no code, sales software for brokers

Insly, the no code software provider, has launched BrokerFlow, a tool enabling brokers to digitise their sales workflow, including application forms, risk surveys and customer proposals.

/retail

Merchants National Bank to digitize lending with Teslar

Merchants National Bank and Teslar Software today announced their partnership to streamline the bank’s lending processes, replacing manual tasks with robust automated workflows and supporting strategic growth efforts.

/retail

Penrith Building Society signs with docStribute for DLT-based customer comms platform

London-based RegTech startup docStribute has joined forces with Penrith Building Society to make their best-in-class DLT solutions available to Penrith members.

/people

Xceptor appoints SAP executive Michiel Verhoeven as new CEO

Xceptor, the financial sector’s leading data automation platform provider, today announced the retirement of current CEO Andrew Kouloumbrides and the appointment of Michiel Verhoeven as its new CEO.

/people

Taskize appoints former Morgan Stanley MD James Pike as head of business development

Taskize, the leading provider of inter-company workflow to the financial services industry, has announced the hire of former Morgan Stanley Managing Director James Pike as Head of Business Development.

/retail

First Pryority Bank streamlines lending with Teslar Software

First Pryority Bank, a member FDIC bank, and Teslar Software today announced their partnership to expedite and streamline processes across the bank’s loan department.

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