Workflow/document management

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HSBC automates documentary trade processing with IBM

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HSBC automates documentary trade processing with IBM

HSBC is applying optical character recognition and cognitive technology from IBM to automate the processing of paper documents in trade finance transactions.

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Santander Bank live with Docutech ConformX

Boston-based Santander Bank is now live with Docutech’s ConformX, the leading dynamic document generation and compliance technology for mortgage, home equity, and consumer lending.

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Martin Saunders joins Dealflo as VP, product

Dealflo, the first company to automate financial agreements from end to end, has appointed Martin Saunders as VP Product.

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Metro Bank selects Nice for workforce scheduling

NICE (Nasdaq:NICE) today announced that Metro Bank, a rapidly growing United Kingdom-based challenger bank, has selected NICE’s leading Workforce Management (WFM) solution to support its UK operations.

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ClauseMatch raises £1.25m in seed round

ClauseMatch, a London-based financial and regulatory technology startup, which provides software-as-a-service for smart document management, announced today that it raised a total of £1.25m.

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IHS Markit collaborates with OpenText

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced its collaboration with OpenText, a global leader in Enterprise Information Management (EIM).

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Great Southern Bank picks nCino

nCino, the worldwide leader in cloud banking, today announced that $4.4 billion-asset Great Southern Bank has selected its Bank Operating System to increase speed and enhance the simplicity of its commercial loan process.

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Hanse Orga agrees Dolphin Enterprise Solutions Corporation deal

Hanse Orga Group, the market leader in financial automation software, today announces that is has reached agreement with Dolphin Enterprise Solutions Corporation (Dolphin), a leading provider of process automation and data management solutions for SAP customers, to become part of Hanse Orga Group and jointly deliver leading technology and process solutions to enterprise customers across the globe.

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Ipreo names Stephen Grady head, marketing structure and strategy

Ipreo, a leading global provider of workflow solutions and market intelligence to financial services and corporate professionals, announced that it has hired Stephen Grady as Managing Director, Head of Market Structure and Strategy.

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Barclays implements document management tech from accelerator graduate ClauseMatch

ClauseMatch, an award-winning financial technology company that provides software-as-a-service platform for smart document management, today announced the launch and global availability of its innovative online editor.

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SS&C unveils client communications platform Vision FI

SS&C Technologies Holdings, Inc. (SSNC), a global provider of financial services software and software-enabled services, today announced the official release of Vision FI.

Mizuho carries out blockchain document sharing and digital currency trial

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Mizuho carries out blockchain document sharing and digital currency trial

Japan's Mizuho says it has successfully completed trials that used distributed ledger technology for cross-border document sharing and a custom digital currency.

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Thomson Reuters closes Redi acquisition

Thomson Reuters has completed its acquisition of REDI Holdings, allowing Thomson Reuters to incorporate an advanced, cross-asset execution management system (EMS) into its buy-side trading capabilities and deliver integrated trading workflow solutions to the buy-side community. REDI will now operate as Thomson Reuters REDI.

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SS&C Technologies wins Grand Coast Capital Group business

SS&C Technologies Holdings, Inc. (SSNC), a global provider of financial services software and software-enabled services, today announced that Grand Coast Capital Group has selected both SS&C's Precision LM™ loan servicing and accounting solution and SS&C's fund administration services.

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Global banks launch standardised documentation for repackaging transactions accessible online

Deutsche Bank, Morgan Stanley & Co. International plc, Nomura International plc and Societe Generale, (the "Arrangers"), have responded to investors’ demands for standardisation of repackaging transactions by collaborating with international law firm Simmons & Simmons and a number of market-leading service providers to produce market-standard documentation for use in listed and unlisted repackaging transactions.

JP Morgan opens virtual business branch in Indonesia

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JP Morgan opens virtual business branch in Indonesia

JP Morgan is opening a virtual business branch in Indonesia, using technology to expand its geographic reach without having to buy real estate.

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CME and Duco bid to streamline fee processing

CME Group, the world's leading and most diverse derivatives marketplace, and Duco Technologies, a global fintech provider of award-winning data control services, today announced that Duco’s innovative data control and reconciliation services will be available to CME Group member firms starting in January 2017.

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Citi brings eSubmit to Western Europe

Citi’s Treasury and Trade Solutions’ has launched electronic document submission (“eSubmit”), a digital service that allows clients to complete the account opening process by returning electronic versions of account opening documentation rather than paper, in select Western European countries.

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Nationwide overhauls employee expense programme with KDS

Nationwide, the world’s largest building society has selected KDS, a global provider of corporate travel and expense (T&E) management software solutions, to overhaul and streamline its employee expense process.

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IMM signs Texas Tech Credit Union

As a part of its continued commitment to excellence in member service, Texas Tech Credit Union (TTCU) sought to elevate both its in-branch and digital experiences.

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