Workflow/document management

157 articles tagged with this keyword

/regulation

Oconee State Bank taps Finboa to automate back-office workflows

Oconee State Bank has partnered with FINBOA, a leading innovator in digital automation and regulatory compliance for financial institutions, to empower their back-office workforce with end-to-end automation that digitizes time-consuming workflows.

/markets

Calastone implements Opsmatix AI to improve client handling and efficiency

Opsmatix, an innovative provider of AI-powered omnichannel operations automation solutions, today announces that Calastone, the world's largest global funds network, has implemented the Opsmatix SaaS platform to process increasing business and email volumes into Calastone's Operations Team.

/retail

TCU Financial Group digitises business lending with nCino

NCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Saskatchewan-based TCU Financial Group has digitally upgraded its business lending processes utilizing the nCino Bank Operating System®.

/markets

ISDA selects Kinetix and Linklaters for documentation user platform

The International Swaps and Derivatives Association, Inc. (ISDA) has today announced that Kinetix Trading Solutions and Linklaters have been selected to develop a user platform that will allow market participants to access ISDA documentation in electronic form with enhanced navigation and other features.

/security

Entrust partners Sysmosoft on digital signature workflow

Entrust today announced that it has partnered with Sysmosoft, a provider of secure solutions for digital processes, to provide a comprehensive solution for digital signature management.

/regulation

TrustID and TruNarrative form partnership

Identity Document Experts TrustID and Financial crime platform TruNarrative join forces to deliver expert document review into firms’ onboarding strategies.

/Workflow/document management

Seqvoia ships new data management and workflow tool

SEQVOIA is delighted to announce the launch of a new Data and Workflow management platform, Summit, to allow asset managers, banks and insurers to manage their data sources and workflows in a flexible and transparent manner.

/cloud

Unifiedpost and Google collaborate on Document AI to automate procurement data capture

Belgian fintech company, Unifiedpost Group has deployed Procurement DocAI to process nearly 350 million invoices and other procure-to-pay docs per year, in 15 countries across Europe.

/Workflow/document management

Entrust adds Sysmosoft's financial services document signing tech to platform

Entrust today announced that it has partnered with Sysmosoft, a provider of secure solutions for digital banking processes, to provide a comprehensive solution for digital signature management.

/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.

/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.

/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.

/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.