Workflow/document management

297 articles tagged with this keyword

/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.

/Workflow/document management

Sibos 2019: Cloud services- huge burden of security responsibility

Security does not come embedded in a cloud service, nor are cloud services something you can choose to avoid, panellists discussed during one of the opening panels at Sibos 2019, London.

/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.

/startups

AmEx, Citi and Goldman invest in digital mortgage startup Better.com

Home-financing startup Better.com has raised $160 million in a Series C funding round joined by financial services giants including Citi, American Express and Goldman Sachs.

/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.

/Workflow/document management

Summit State Bank deploys Banc Intranets tech

Banc Intranets, a provider of secure, web-based enterprise content management solutions for financial institutions, announced that Summit State Bank (Santa Rosa, CA.) has successfully implemented its BancWorks® employee intranet to centralize employee communications, policies and procedures, and IT updates through an institution-wide communication and resource management platform.

/startups

Lightico raises $14.5m to take on DocuSign

Lightico, a startup that helps firms - including banks - collect things like forms, signatures, documents and payments from customers digitally, has raised $14.5 million in a Series A funding round led by Mangrove Capital Partners.

/ai

AI-powered financial document analysis outfit Ocrolus raises $24m

Ocrolus, the only automation platform that analyzes financial documents with over 99% accuracy, today announced $24M in Series B funding led by Oak HC/FT, a premier venture growth equity fund with deep fintech expertise.

/retail

OakNorth chooses DocuSign Agreement Cloud

OakNorth—one of Europe’s fastest-growing financial technology companies—has selected the DocuSign Agreement Cloud to transform the systems it uses to prepare, sign, act-on and manage agreements.

/devops

Live: FusionONE 2019 - day two

Welcome to Finextra’s live coverage of FusionONE 2019. The second day of the conference will tackle issues that concern the developers before breaking into streams, focusing on different products.

/devops

Live: FusionONE 2019 - day one

Welcome to Finextra’s live coverage of FusionONE 2019. This two-day event is Finastra's first major developer conference, which will see hundreds of developers from fintech companies and banks taking part in a deep dive into FusionFabric.cloud tools and infrastructure.

/wholesale

Liquidnet unveils Ecosystem Pro

Liquidnet, the global institutional investment network, announced today the launch of Ecosystem Pro, an intelligent workflow and blotter management tool designed to help buy-side traders analyze, monitor, and automate execution strategies across multiple symbols simultaneously in Liquidnet's Execution Ecosystem.

/ai

Mastercard joins Series A funding round for Singaporean AI startup Aida

AIDA Technologies, the AI and predictive analytics provider, today announces that Mastercard, Kuok Ventures and SGInnovate have invested in the company in a Series A funding round.

/retail

DocuSign launches cloud-based offering to automate business agreements

DocuSign (NASDAQ:DOCU) today announced the DocuSign Agreement Cloud, a suite of products and integrations for digitally transforming how organizations prepare, sign, act on, and manage agreements.

/regulation

CubeLogic upgrades RiskCubed platform

CubeLogic, a leader in Business Intelligence (BI) enabled enterprise risk management, workflow and reporting solutions, announces the launch of Version 7.0 of their award winning RiskCubed platform.

/Workflow/document management

Genesis launches Automated Quoting System to streamline fixed income trading workflows

genesis, the international capital markets software firm, today launched the Automated Quoting System (AQS).

/Workflow/document management

Smartr365 launches ‘MortgageKanban’ workflow tool to smooth mortgage application tracking

Smartr365, the end-to-end fintech mortgage platform, has today launched a new MortgageKanban feature.

/ai

Mizuho taps AI to automate data processing of hand-written docs

Japan's Mizuho Financial Group has teamed up with six regional financial institutions to develop an AI-based tool for automating data processing of hand-written documents and non-standard forms.