Workflow/document management

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/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.

/payments

Legado acquires consumer and B2B bill management technology from WonderBill

Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill.

/wholesale

Deutsche Bank taps Traydstream to automate document checking for trade finance products

Deutsche Bank and Traydstream have been working together since July 2021 with a detailed pilot of the Traydstream automated trade document checking platform.

/wholesale

MDX buys Iceflow Technologies

MDX Technology (MDXT) today announces the acquisition of Iceflow Technologies Limited. Iceflow enables users to build workflows on-the-fly, circumventing congested development queues.

/markets

NowCM and Liquidnet run simulation of new issue data workflow service for primary debt markets

The NowCM Group (“NowCM”), the leading digital solutions and infrastructure provider for the primary debt markets, together with Liquidnet, the global institutional investment network, has successfully performed its first simulation of a deal origination and order submission.

/markets

Glue42 works with Iress to streamline dealer workdflows

Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Iress (IRE.ASX) are teaming up to optimize the user experience of traders and wealth managers using the Iress Order System (IOS+) by automating the workflow between IOS+ and other prevalent applications on the financial desktop.

/regulation

Clausematch adds document modifications functionality

Clausematch, the global regulatory technology (RegTech) company automating policy management and regulatory compliance at financial institutions and other regulated organizations, today officially launches its new functionality - document modifications.

/retail

PensionBee goes live with ClauseMatch

Leading online pension provider, PensionBee, has adopted software from global RegTech firm Clausematch to manage its internal policies and controls.

/Workflow/document management

Canoe Intelligence completes Series A extension

Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors, wealth managers, asset servicers, and capital allocators, today announced the completion of an oversubscribed extension of its Series A financing led by Blackstone Innovations Investments and Carlyle, with participation from existing investor Hamilton Lane.

/retail

Signzy enters UAE

Seed Group, a company of the Private Office of Sheikh Saeed bin Ahmed Al Maktoum, has entered into a strategic partnership with Signzy, a Bangalore-based banking workflow automation company, for financial services, to give further push to digital transformation of businesses across the UAE. With the support of Seed Group, Signzy aims to triple its growth in the region by the end of fiscal 2022.

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