Latest Workflow/document management News: Finextra Research

Wachovia teams with Tumbleweed for e-mail security

US bank Wachovia is using messaging technology from California-based Tumbleweed Communications to provide secure, encrypted e-mail communications between Internet customers, partners and relationship managers.

10 July 2006

News/Workflow/document management

Bloomberg connects to T-Zero credit derivatives STP system

Bloomberg is providing users of its Professional desktop with connectivity to T-Zero's post-trade straight-through processing platform for credit derivatives trades.

05 July 2006

News/Workflow/document management

Morgan Stanley implements Thunderhead for OTC confirms

US investment bank Morgan Stanley is implementing Thunderhead's document generation technology which it will use to help automate the creation of OTC derivative trade confirmations.

25 April 2006

News/Workflow/document management

Merrill Lynch implements State Street FX workflow system

State Street Corporation has developed a foreign exchange (FX) execution management workflow system for Merrill Lynch Investment Managers (MLIM) in London.

13 April 2006

News/Workflow/document management

Barclays introduces online account opening

The UK's Barclays Bank has added a paperless online application facility to its Internet banking service for customers wishing to sign up to its current account.

07 April 2006

News/Workflow/document management

UK retail banks struggling with cost of compliance

Almost a third of UK retail banking and insurance organisations say that industry regulations on documentation are placing additional cost burdens on their business, according to a study released by Thunderhead and Xansa.

30 March 2006

News/Workflow/document management

Kas Bank to adopt ADP ICS e-proxy voting service

Dutch financial services firm Kas Bank has signed up to ADP Investor Communication Services'(ICS) global electronic proxy voting service.

22 February 2006

News/Workflow/document management

Banorte and Toyota apply Tibco BPM to credit operations

Banorte and Toyota Services of Mexico have implemented Tibco's Business Process Management (BPM) platform to ease automation and legacy application integration in their auto-financing operations.

14 February 2006

News/Workflow/document management

Skandia Life licenses Thunderhead document generation technology

UK financial services group Skandia Life is implementing Thunderhead's document generation technology to manage customer communications.

09 February 2006

News/Workflow/document management

Getronics wins largest-ever financial services IT outsourcing deal

Barclays has awarded Getronics a five-year EUR200 million contract to provide desktop and application support to over 30,000 users, principally in the UK.

03 February 2006

News/Workflow/document management

City compliance managers lack confidence in op risk systems

More than half of City compliance managers contacted by the Chartered Management Institute have no confidence in the ability of their operational risk management systems to adapt to future change.

02 February 2006

News/Workflow/document management

Friends Provident implements Methodware risk assessment tools

UK life and pensions outfit Friends Provident has licensed software from New Zealand-based Methodware to manage its group risk operations.

31 January 2006

News/Workflow/document management

HSBC sells UK statement facility to Communisis; signs outsourcing deal

HSBC has sold its statement production business in the UK to Communisis Ltd and inked a £250m outsourcing deal with the vendor for the production and delivery of its document-based customer communications over the next ten years.

16 January 2006

News/Workflow/document management

Deutsche Börse, Reuters and vwd sell DGAP venture to EquityStory

Online investor relations specialist EquityStory is acquiring Deutsche Gesellschaft für Ad-hoc-Publizität (DGAP), a business established by Deutsche Börse, Reuters and vwd Vereinigte Wirtschaftsdienste to provide electronic distribution of ad-hoc disclosures.

02 December 2005

News/Workflow/document management

HSBC selects Pega as global BPM workflow standard

HSBC is to use Pegasystems software as a global standard for rules-driven workflow automation across the enterprise.

04 October 2005

News/Workflow/document management

Morgan Stanley faces $10m fine for failing to keep e-mail - WSJ

The Securities and Exchange Commission is threatening to fine Morgan Stanley over $10 million for allegedly violating record-keeping rules by failing to retain e-mail messages, according to a report by the Wall Street Journal.

02 September 2005

News/Workflow/document management

Nordea outsources Finnish document management ops to Itella

Scandinavian banking group Nordea is outsourcing its payments-based document management services at its Finland operations to Helsinki-based Itella.

30 August 2005

News/Workflow/document management

Banks line up for SwiftNet exceptions pilot

Up to 19 banks have been lined up for pilot trials of a new SwiftNet service for automating payments exceptions across the financial messaging network.

27 July 2005

News/Workflow/document management

Metavante acquires Treev for $19.5m

Metavante Corporation, the financial technology arm of banking group Marshall & Ilsley, has signed a definitive agreement to acquire Treev, a Virginia-based provider of document management software and consulting services to financial firms, for $19.5 million.

24 June 2005

News/Workflow/document management

Commerzbank enhances OTC derivatives processing with Scrittura

Germany's Commerzbank has implemented document imaging and workflow management technology from Scrittura which it is using to enhance back office processing of OTC derivatives transactions.

21 June 2005