Workflow/document management

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/markets

Tier1 platform ported to OpenFin desktop

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has partnered with OpenFin, the financial industry's operating system, to deploy Tier1’s solutions across financial desktops, streamlining collaboration and end user workflows.

/Workflow/document management

Deutsche Bank to launch new digital legal document management system globally

Deutsche Bank announced today that it has signed a contract for the NetDocuments cloud-based legal document management system.

/Workflow/document management

Big banks partner AccessFintech to standardise settlement workflow

AccessFintech, which delivers collaboration, transparency, shared use cases and control to the financial industry, announces today that it has completed its production launch and is live with a new industry use case, to meaningfully enhance and improve the market’s settlement exception resolution process.

/Workflow/document management

Finicity embeds in Ellie Mae

Finicity, a provider of real-time financial data access and insights, and Ellie Mae®, the leading cloud-based platform provider for the mortgage finance industry, today announced that Finicity’s digital Verification of Assets (VoA) solution is now available through Ellie Mae’s Encompass Consumer Connect, part of the Encompass Digital Lending Platform.

/Workflow/document management

InvestCloud releases Open CRM for investment managers

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system.

/Workflow/document management

Rowley Aird hired as Tourmaline Partners' European MD

Tourmaline Partners, LLC, one of the world's leading outsourced trading solutions firms, today announced the hire of Rowley Aird as Managing Director, Europe. Based in London, Aird will support Tourmaline’s continued growth in the EMEA region.

/Sibos

National Bank of Canada adopts CGI's payments platform

CGI (TSX: GIB.A) (NYSE: GIB) has been awarded a contract by National Bank of Canada (NBC) to implement All Payments (APS) as its payments hub solution.

/wholesale

AcadiaSoft and BNY Mellon deliver all-in-one collateral workflow to clients

AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the non-cleared derivatives community, today announced a new initiative with BNY Mellon that will allow buy-side market participants to manage margin calls, calculations, reconciliations and instruct the movement of collateral through a single interface.

/wholesale

Standard Chartered partners Traydstream to digitise documentary trade matching processes

Traydstream and Standard Chartered Bank today announced a strategic agreement to introduce Traydstream’s digital trade document matching services to the Bank’s clients, delivering increased efficiency and transparency to document trade processing and improving the trade finance experience for buyers and suppliers globally.

/ai

DataRobot AI investment workflow tool arrives on FactSet

FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, and DataRobot, the leader in enterprise AI, today announced the launch of DataRobot’s first AI investment workflow, DataRobot on FactSet.

/Workflow/document management

Summit State Bank deploys Banc Intranets tech

Banc Intranets, a provider of secure, web-based enterprise content management solutions for financial institutions, announced that Summit State Bank (Santa Rosa, CA.) has successfully implemented its BancWorks® employee intranet to centralize employee communications, policies and procedures, and IT updates through an institution-wide communication and resource management platform.

/ai

AI-powered financial document analysis outfit Ocrolus raises $24m

Ocrolus, the only automation platform that analyzes financial documents with over 99% accuracy, today announced $24M in Series B funding led by Oak HC/FT, a premier venture growth equity fund with deep fintech expertise.

/retail

OakNorth chooses DocuSign Agreement Cloud

OakNorth—one of Europe’s fastest-growing financial technology companies—has selected the DocuSign Agreement Cloud to transform the systems it uses to prepare, sign, act-on and manage agreements.

/wholesale

Liquidnet unveils Ecosystem Pro

Liquidnet, the global institutional investment network, announced today the launch of Ecosystem Pro, an intelligent workflow and blotter management tool designed to help buy-side traders analyze, monitor, and automate execution strategies across multiple symbols simultaneously in Liquidnet's Execution Ecosystem.

/ai

Mastercard joins Series A funding round for Singaporean AI startup Aida

AIDA Technologies, the AI and predictive analytics provider, today announces that Mastercard, Kuok Ventures and SGInnovate have invested in the company in a Series A funding round.

/retail

DocuSign launches cloud-based offering to automate business agreements

DocuSign (NASDAQ:DOCU) today announced the DocuSign Agreement Cloud, a suite of products and integrations for digitally transforming how organizations prepare, sign, act on, and manage agreements.

/regulation

CubeLogic upgrades RiskCubed platform

CubeLogic, a leader in Business Intelligence (BI) enabled enterprise risk management, workflow and reporting solutions, announces the launch of Version 7.0 of their award winning RiskCubed platform.

/Workflow/document management

Genesis launches Automated Quoting System to streamline fixed income trading workflows

genesis, the international capital markets software firm, today launched the Automated Quoting System (AQS).

/Workflow/document management

Smartr365 launches ‘MortgageKanban’ workflow tool to smooth mortgage application tracking

Smartr365, the end-to-end fintech mortgage platform, has today launched a new MortgageKanban feature.

/Workflow/document management

Refinitiv to build end-to-end buyside workflow platform for Ohman

Refinitiv has signed an agreement with Nordic investment management firm E. Öhman J: or Fonder (Öhman) to deliver an end-to-end workflow solution for their investment management business.

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