Workflow/document management

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TruMark Financial selects nCino for commercial lending ops

nCino, the leader in secure, cloud-based operating solutions to the financial services industry, announced today that $1.5 billion TruMark Financial® Credit Union has selected its Bank Operating System to standardize and automate the workflow of its commercial lending processes as well as provide transparency into loan operations and production.

Wall Street firms take on Bloomberg with new messaging platform

/Workflow/document management

Wall Street firms take on Bloomberg with new messaging platform

A group of Wall Street firms, led by Goldman Sachs, has acquired instant messaging outfit Perzo and set up a new company to help them break free of their reliance on Bloomberg.

/Workflow/document management

GBST post-trade package certified for Omgeo CTM

GBST Holdings Limited (ASX: GBT), "GBST", a global provider of securities transaction and fund administration software for the financial services industry, announces that it has worked with Omgeo to develop and certify its Syn~ application with Omgeo’s Central Trade Manager (CTM).

/Workflow/document management

TCF National Bank taps TransCentra for lockbox services

TransCentra, a leading provider of billing and payment software and services, announced today that TCF National Bank, a leading Midwest-based bank, is moving to its single platform for retail and wholesale lockbox services.

/Workflow/document management

Tungsten to acquire DocuSphere

Tungsten Corporation plc (TUNG), the global electronic trading network, is delighted to announce that through its wholly owned subsidiary, Tungsten Network Inc, it has conditionally agreed to acquire DocuSphere, a provider of accounts payable automation services, to bring additional strength to the Tungsten offering.

/Workflow/document management

Investec Bank chooses ClusterSeven for spreadsheet management

Investec Bank Plc (“Investec”) has become the latest bank to award a contract to data management and spreadsheet control specialist ClusterSeven.

Thomson Reuters bids to improve banks' benchmark submissions

/Workflow/document management

Thomson Reuters bids to improve banks' benchmark submissions

In the wake of the Libor fixing scandal, Thomson Reuters has unveiled a service designed to help banks improve transparency and reporting when it comes to benchmark submissions and other price sensitive data.

Rabobank International chooses HP Autonomy for Dodd-Frank compliance

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Rabobank International chooses HP Autonomy for Dodd-Frank compliance

The international arm of Dutch bank Rabobank has signed for HP Autonomy's enterprise content management (ECM) technology to help it meet Dodd-Frank regulatory requirements.

Dion buys controlling stake in Swissrisk

/Workflow/document management

Dion buys controlling stake in Swissrisk

Dion Global Solutions has acquired a controlling stake in Frankfurt-based Swissrisk Financial Systems. Terms of the deal were not disclosed.

Citi chooses Fidessa for global derivatives platform

/Workflow/document management

Citi chooses Fidessa for global derivatives platform

American banking giant Citi has contracted UK vendor Fidessa for the provision of a workflow and trading platform for its global listed derivatives business.

MarkitServ to buy Logicscope

/Workflow/document management

MarkitServ to buy Logicscope

OTC derivatives processing services firm MarkitServ has agreed to buy UK post-trade software vendor Logicscope. Financial terms of the deal were not disclosed.

Machine-readable OTC derivatives contracts move a step closer

/Workflow/document management

Machine-readable OTC derivatives contracts move a step closer

Regulatory efforts to introduce more automation in manually-driven over-the-counter derivatives trading have been advanced by the publication of new research into the feasibility of rendering OTC documentation in machine-readable format.

Lack of standards hindering European e-invoicing take up - survey

/Workflow/document management

Lack of standards hindering European e-invoicing take up - survey

Over a third of big businesses in Europe are shying away from electronic invoicing because of a perceived complexity and lack of standards, according to a survey commissioned by vendor Iron Mountain.

Markit buys Storm Networks' tech assets

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Markit buys Storm Networks' tech assets

Financial data outfit Markit has acquired the technology assets of Storm Networks, a syndicated loan market specialist. Financial terms of the deal were not disclosed.

Finextra and the FISD partner for webcasts in 2010

/Workflow/document management

Finextra and the FISD partner for webcasts in 2010

The Financial Information Services Division (FISD) and Finextra have forged a partnership to deliver a series of video webcasts for market data and risk management professionals worldwide with a focus on real-time data management and delivery, reference data, and standards.

Bank of America sells B2B e-payment and invoice business to Bottomline

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Bank of America sells B2B e-payment and invoice business to Bottomline

Bank of America is selling its business-to-business electronic payment and invoice network, PayMode to Bottomline Technologies as part of a multi-year agreement with the vendor. Financial terms were not disclosed.

Standard Bank looks to cut op risk with Thunderhead platform

/Workflow/document management

Standard Bank looks to cut op risk with Thunderhead platform

South Africa's Standard Bank is rolling out Thunderhead's enterprise communications platform in the UK to reduce operational risk across its derivative trade confirmation process.

Australia's GBST to acquire Coexis

/Workflow/document management

Australia's GBST to acquire Coexis

Australian financial software house GBST is to acquire London-based securities tech firm Coexis. Financial terms of the deal were not disclosed.

SocGen automates equity derivative confirmations with Thunderhead

/Workflow/document management

SocGen automates equity derivative confirmations with Thunderhead

Société Générale Corporate & Investment Banking (SG CIB) has deployed Thunderhead's document generation technology to automate the creation of equity derivative trade confirmations.

Goldfish sends statements to the wrong customers

/Workflow/document management

Goldfish sends statements to the wrong customers

UK credit card outfit Goldfish says a printer error has resulted in some customer statements being sent to the wrong addresses.

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