Workflow/document management

286 articles tagged with this keyword

/markets

Big banks step up funding for post-trade network AccessFintech

AccessFintech has secured $20 million in Series B financing in an investment round led by Dawn Capital, with additional funding from Deutsche Bank and follow on investing from JPMorgan, Citi, Goldman Sachs

/Workflow/document management

JPMorgan begins roll out of new custody management product from H4

H4 announces that its next-generation documentation technology is being used by J.P. Morgan’s Global Custody business to help transform the client contract onboarding experience, reuse of data contained in documents and build a digital library.

/regulation

New blockchain utility claims to cut 80-90% of MiFID costs

A new blockchain-based reporting platform set to launch later this year has vowed to cut 80-90% of asset managers' regulatory reporting costs once it goes live later this year.

/people

Canoe Intelligence names Jason Eiswerth CEO

Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced the appointment of a new CEO, Jason Eiswerth.

/Workflow/document management

Capco and Inbotiqa bids to improve back office productivity

Capco, the global management and technology consultancy, and fintech Inbotiqa, an alumnus of the Barclays TechStars Accelerator programme, have announced a new partnership agreement around Inbotiqa’s YUDOmail workflow and analytics tool for back office and operations teams.

/people

Traydstream names Moshe Wolfson sales and origination lead, European banks

Traydstream continues to accelerate its client activities and welcomes Moshe Wolfson to help lead the charge with European banks. He brings with him thirty years of rich experience in the field of direct and indirect sales to major Banking and Corporate clients.

/wholesale

Moroccan CIH Bank automates corporate banking services with Finastra

Finastra has announced that CIH Bank, a Moroccan-based commercial bank, has gone live with Fusion Corporate Channels and Fusion Trade Innovation, to digitize its end-to-end corporate banking services. The solutions are automating the bank’s trade and supply chain finance services, providing its corporate customers with access to services online, rather than in-branch. The solutions reduce manual processes, helping the bank to become more efficient and agile, grow its customer base by providing a more seamless digital customer experience and ultimately, generate new revenue streams.

/payments

Belgian open banking platform Ponto connects with Zapier

The Belgian finance automation platform Ponto announces its integration to Zapier today.

/people

Indian B2B fintech Signzy embarks on hiring spree

Leading B2B fintech startup Signzy today said that it will be hiring close to 70 employees over the next six months to cater to the growing demand for its services, in the wake of the ongoing COVID-19 pandemic.

/Workflow/document management

VTB Bank kicks off data governance programme

VTB Bank has completed the first stage of implementing its new Data Governance management system, which will speed up business analysis processes and the subsequent software development based on it.

/startups

Trio of top banks join $27 million funding round in H4

Digital documentation firm H4 has received $27 million in funding from a consortium including JPMorgan, Goldman Sachs, Barclays and Linklaters.

/regulation

Shield embeds workflows into compliance tech

Shield is proud to announce the launch of its new Advanced Workflow function as part of the Shield eComms Surveillance platform.

/retail

Recordsure introduces Extract, a back office automation tool for financial advisors

Recordsure has announced the launch of a new product, Extract, which promises to help relieve the burden of post-meeting admin for financial advisers and improve the quality of service they can offer clients.

/markets

ING and HSBC join £5.7 million funding round in TransFicc

Low latency trading and workflow outfit TransFicc has closed a series A investment round of £5.7 million led by Albion VC with participation from new investors ING and HSBC.

/wholesale

Envoy partners TradeSun on AI document processing

Today, Envoy Group announces that it has teamed up with TradeSun to offer an automated document reviewing process which will significantly reduce the time taken to complete trade finance transactions.

/markets

Genesis hire Felipe Oliveira as global head of sales and marketing

Felipe Oliveira will be instrumental in delivering genesis’ mission to help the capital markets community innovate at speed. genesis works with a wide range of financial institutions including buy-side, sell-side, execution venues and clearing houses, providing a Low Code Application Platform, built specifically for capital markets.

/cloud

Success in the cloud: Strategic insights and best practices

The cloud is now the new normal and financial institutions are harnessing and deriving value from the massive amount of data that they possess. Finextra Research’s latest report in association with Amazon Web Services highlights that technology needs to be adopted as quickly, easily and cost-effectively as possible, for scale and flexibility.

/markets

Tier1 platform ported to OpenFin desktop

Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for capital markets and banking, has partnered with OpenFin, the financial industry's operating system, to deploy Tier1’s solutions across financial desktops, streamlining collaboration and end user workflows.

/Workflow/document management

Starling unveils three new Marketplace partners

The addition of Molo, Underpinned, and Paystream to the Starling Business Marketplace will take the neobank’s business integrations to 14, building on services catering to their 100,000+ business customers.

/Workflow/document management

Banks and exchanges join document automation consortium

A consortium formed by legal firms to explore the use of a new automated document exchange standard for capital markets firms has held its second meeting with participation from a swathe of banks and stock exchanges.