Workflow/document management

293 articles tagged with this keyword

/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.

/retail

Citizens Bank & Trust streamlines lending with Teslar Software

Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced today that Citizens Bank & Trust has partnered with them to streamline lending processes from beginning to end, boosting efficiencies and creating a better customer experience.

/cloud

Capital One leads $15m Lightico raise

Lightico, a startup that helps firms - including banks - collect forms, signatures, documents and payments from customers digitally, has raised $15 million in a follow-on Series B round led by Capital One Ventures.

/identity

MYCDD partners IDnow on due diligence tech

Jersey-based fintech company and provider of secure due diligence document management MYCDD has partnered with IDnow, a leading European identity verification platform provider.

/cloud

State Street turns to cloud-based machine learning tech

State Street Corporation today announced it will implement a cloud-based, machine learning technology to transform private markets processing and document management.

/startups

Informed.IQ raises $20m

Informed.IQ, a technology company used by financial institutions to instantly and accurately verify income, assets, residence, and other loan origination data and documents has raised $20 million in a Series A round of funding.

/wholesale

Central Bank of Iceland enters long-term services agreement with SkySparc

SkySparc, an independent solutions provider, has entered into a multi-year partnership agreement with the Central Bank of Iceland covering use of outsourced support services and OmniFi, SkySparc’s proprietary data integration and workflow automation solution.

/wholesale

FBNUK signs multi-year deal with Traydstream

Traydstream is pleased to announce that FBNUK has agreed a multi-year full production mandate of its platform for use by their document checking teams.

/retail

Duco adds no-code data preparation product to its platform

Leading data automation company Duco today announces the release of its new cloud-based data preparation product, giving non-technical users in mission-critical and regulated environments the ability to bring together data from disparate systems and sources without coding, and thereby accelerating their digital transformation journeys.

/markets

Glue42 releases Fidessa/Velox appliance

Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Velox, the only data-centric, low-code application platform built for the front-office, today launched the ‘G42 Fidessa/Velox Appliance’.

/markets

Standard Chartered and Bloomberg to introduce Electronic Trading Workflow for Korea Treasury Bonds

Bloomberg and Standard Chartered today introduced an electronic trading workflow for Korea Treasury Bonds, enabling investors to efficiently access global and domestic sources of liquidity on the Bloomberg Terminal.

/wholesale

Deutsche Bank introduces one-stop workflow automation for treasurers in Apac emerging markets

Deutsche Bank today announced the launch of GEM Connect, a component-based solution designed to address workflow challenges across collections, payments, funding and FX in APAC markets with capital restrictions.

/regulation

Oconee State Bank taps Finboa to automate back-office workflows

Oconee State Bank has partnered with FINBOA, a leading innovator in digital automation and regulatory compliance for financial institutions, to empower their back-office workforce with end-to-end automation that digitizes time-consuming workflows.

/markets

Calastone implements Opsmatix AI to improve client handling and efficiency

Opsmatix, an innovative provider of AI-powered omnichannel operations automation solutions, today announces that Calastone, the world's largest global funds network, has implemented the Opsmatix SaaS platform to process increasing business and email volumes into Calastone's Operations Team.

/retail

TCU Financial Group digitises business lending with nCino

NCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Saskatchewan-based TCU Financial Group has digitally upgraded its business lending processes utilizing the nCino Bank Operating System®.