Workflow/document management

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/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.

/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.

/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.

/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.

/Workflow/document management

Refinitiv to build end-to-end buyside workflow platform for Ohman

Refinitiv has signed an agreement with Nordic investment management firm E. Öhman J: or Fonder (Öhman) to deliver an end-to-end workflow solution for their investment management business.

/Workflow/document management

Nymeo Federal Credit Union taps IMM for digital forms library

IMM, the leader of eSignatures designed exclusively for financial institutions, is pleased to announce that Frederick, Md.-based Nymeo Federal Credit Union (FCU) has deployed an extensive digital forms library powered by IMM’s eSign technology.

/Workflow/document management

IHS Markit launches vendor management workflow service

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced the launch of the Vendor Management Portal (VMP), a comprehensive solution for vendor risk tiering and vendor management workflow.

/Workflow/document management

Sageworks integrates with Adobe Sign

Sageworks, a financial information company that provides lending, credit risk and portfolio risk solutions to banks and credit unions, today announced a new integration with Adobe® Sign.

/Workflow/document management

Banesco USA selects nCino

Banesco USA has selected nCino, the worldwide leader in cloud banking, to provide new levels of efficiency and transparency across the commercial loan process.

/Workflow/document management

United Trust Bank bins spreadhseets for Xactium system

United Trust Bank (UTB) is an established, specialist bank providing a wide range of secured funding facilities for individuals and businesses and competitive deposit accounts for individuals, businesses and charities.

/Workflow/document management

Data analytics firm Ephesoft documents the mortgage process

Ephesoft, Inc., the leading developer of supervised machine learning-based document capture and analytics solutions, today announces at the Mortgage Bankers Association Technology Solutions Conference & Expo in Detroit the immediate availability of Ephesoft Transact for Mortgage.

/Workflow/document management

Yorkshire Building Society goes live with nCino

nCino, the worldwide leader in cloud banking, today announced that Yorkshire Building Society has successfully deployed the nCino Bank Operating System.

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