Workflow/document management

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/markets

Delta Capita to commercialise Citi’s proprietary Digital Communication Management Application

Delta Capita, a leading global Capital Markets consulting, managed services and technology provider has been selected by Citi to scale and commercialise its proprietary digital communications workflow management software capability, QMA.

/retail

Cognaize closes $18 million in Series A funding

Cognaize, the intelligent document processing (IDP) company powered by its proprietary hybrid intelligence technology, announced today that it has closed $18 million in Series A funding to accelerate research and product development, marketing, and sales capacity to meet the explosive global demand for the company’s AI solutions, which currently are focused on meeting the specific challenges of the global financial industry.

/markets

WTW implements Duco’s data automation platform

Duco, a leading cloud-based data automation company, today announced that WTW, a leading global advisory, broking, and solutions company, have chosen Duco's no-code, self-service data automation platform to automate intercompany reconciliations in their Insurance Accounting function and unlock strategic insights across their business.

/retail

Insly launches global, no code, sales software for brokers

Insly, the no code software provider, has launched BrokerFlow, a tool enabling brokers to digitise their sales workflow, including application forms, risk surveys and customer proposals.

/retail

Merchants National Bank to digitize lending with Teslar

Merchants National Bank and Teslar Software today announced their partnership to streamline the bank’s lending processes, replacing manual tasks with robust automated workflows and supporting strategic growth efforts.

/retail

Penrith Building Society signs with docStribute for DLT-based customer comms platform

London-based RegTech startup docStribute has joined forces with Penrith Building Society to make their best-in-class DLT solutions available to Penrith members.

/people

Xceptor appoints SAP executive Michiel Verhoeven as new CEO

Xceptor, the financial sector’s leading data automation platform provider, today announced the retirement of current CEO Andrew Kouloumbrides and the appointment of Michiel Verhoeven as its new CEO.

BNP Paribas invests in AccessFintech

/markets

BNP Paribas invests in AccessFintech

BNP Paribas is the latest banking giant to invest in AccessFintech, joining a previously announced Series C funding round for the capital markets specialist.

/people

Taskize appoints former Morgan Stanley MD James Pike as head of business development

Taskize, the leading provider of inter-company workflow to the financial services industry, has announced the hire of former Morgan Stanley Managing Director James Pike as Head of Business Development.

/retail

First Pryority Bank streamlines lending with Teslar Software

First Pryority Bank, a member FDIC bank, and Teslar Software today announced their partnership to expedite and streamline processes across the bank’s loan department.

Wall Street giants join $60m AccessFintech funding round

/markets

Wall Street giants join $60m AccessFintech funding round

Capital markets specialist AccessFintech has closed a $60 million Series C funding round led by WestCap and joined by a host of big banks, including BNY Mellon and Bank of America.

/payments

Legado acquires consumer and B2B bill management technology from WonderBill

Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill.

/wholesale

Deutsche Bank taps Traydstream to automate document checking for trade finance products

Deutsche Bank and Traydstream have been working together since July 2021 with a detailed pilot of the Traydstream automated trade document checking platform.

/wholesale

MDX buys Iceflow Technologies

MDX Technology (MDXT) today announces the acquisition of Iceflow Technologies Limited. Iceflow enables users to build workflows on-the-fly, circumventing congested development queues.

Citi invests in document management spin out Arteria AI

/startups

Citi invests in document management spin out Arteria AI

Arteria AI, a document and contract management spin out from Deloitte, has received investments from the strategic investing arm of Citi's Global Spread Products division, and Canada's BDC Capital.

The Future of Digital Identity 2022

/Workflow/document management

The Future of Digital Identity 2022

1077 downloads

/markets

NowCM and Liquidnet run simulation of new issue data workflow service for primary debt markets

The NowCM Group (“NowCM”), the leading digital solutions and infrastructure provider for the primary debt markets, together with Liquidnet, the global institutional investment network, has successfully performed its first simulation of a deal origination and order submission.

/markets

Glue42 works with Iress to streamline dealer workdflows

Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Iress (IRE.ASX) are teaming up to optimize the user experience of traders and wealth managers using the Iress Order System (IOS+) by automating the workflow between IOS+ and other prevalent applications on the financial desktop.

Arteria AI to buy H4's FS business assets

/wholesale

Arteria AI to buy H4's FS business assets

Enterprise digital documentation specialist Arteria AI has agreed to acquire the financial services business assets of contract lifecycle management platform H4.

/regulation

Clausematch adds document modifications functionality

Clausematch, the global regulatory technology (RegTech) company automating policy management and regulatory compliance at financial institutions and other regulated organizations, today officially launches its new functionality - document modifications.

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