Workflow/document management

166 articles tagged with this keyword

/Workflow/document management

Capco and Inbotiqa bids to improve back office productivity

Capco, the global management and technology consultancy, and fintech Inbotiqa, an alumnus of the Barclays TechStars Accelerator programme, have announced a new partnership agreement around Inbotiqa’s YUDOmail workflow and analytics tool for back office and operations teams.

/people

Traydstream names Moshe Wolfson sales and origination lead, European banks

Traydstream continues to accelerate its client activities and welcomes Moshe Wolfson to help lead the charge with European banks. He brings with him thirty years of rich experience in the field of direct and indirect sales to major Banking and Corporate clients.

/wholesale

Moroccan CIH Bank automates corporate banking services with Finastra

Finastra has announced that CIH Bank, a Moroccan-based commercial bank, has gone live with Fusion Corporate Channels and Fusion Trade Innovation, to digitize its end-to-end corporate banking services. The solutions are automating the bank’s trade and supply chain finance services, providing its corporate customers with access to services online, rather than in-branch. The solutions reduce manual processes, helping the bank to become more efficient and agile, grow its customer base by providing a more seamless digital customer experience and ultimately, generate new revenue streams.

/payments

Belgian open banking platform Ponto connects with Zapier

The Belgian finance automation platform Ponto announces its integration to Zapier today.

/people

Indian B2B fintech Signzy embarks on hiring spree

Leading B2B fintech startup Signzy today said that it will be hiring close to 70 employees over the next six months to cater to the growing demand for its services, in the wake of the ongoing COVID-19 pandemic.

/Workflow/document management

VTB Bank kicks off data governance programme

VTB Bank has completed the first stage of implementing its new Data Governance management system, which will speed up business analysis processes and the subsequent software development based on it.

/regulation

Shield embeds workflows into compliance tech

Shield is proud to announce the launch of its new Advanced Workflow function as part of the Shield eComms Surveillance platform.

/retail

Recordsure introduces Extract, a back office automation tool for financial advisors

Recordsure has announced the launch of a new product, Extract, which promises to help relieve the burden of post-meeting admin for financial advisers and improve the quality of service they can offer clients.

/wholesale

Envoy partners TradeSun on AI document processing

Today, Envoy Group announces that it has teamed up with TradeSun to offer an automated document reviewing process which will significantly reduce the time taken to complete trade finance transactions.

/markets

Genesis hire Felipe Oliveira as global head of sales and marketing

Felipe Oliveira will be instrumental in delivering genesis’ mission to help the capital markets community innovate at speed. genesis works with a wide range of financial institutions including buy-side, sell-side, execution venues and clearing houses, providing a Low Code Application Platform, built specifically for capital markets.

/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.