Workflow/document management

157 articles tagged with this keyword

/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.

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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.

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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.

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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.

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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.

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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.

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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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Sberbank online toolkit for changing company constitutent documents

Sberbank has launched a new online service for small businesses which helps them to prepare the documents needed to make changes to charters and constituent documents of individual entrepreneurs and limited liability companies.

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BBVA Switzerland implements DocuSign tech

DocuSign has today announced that BBVA Switzerland, the only bank in the BBVA Group devoted exclusively to Private Banking, has implemented DocuSign to improve the customer experience for thousands of high-net worth individuals across more than 15 countries.

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Invoice Bazaar invests in online document exchange Odex

Invoice Bazaar, a FinTech Supply Chain Finance platform with presence across Asia today announced an undisclosed investment in online document exchange platform ODeX.

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AquaQ Analytics helps Danske Bank drive data efficiencies

AquaQ Analytics has announced a new collaboration with Danske Bank that has enabled the bank to save time and increase efficiency by automating some complicated manual tasks.

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Zafin unveils digital origination platform and ecosystem for banks

At Money 20/20, Zafin today announced its new digital origination banking platform and FinTech partner ecosystem, Zafin Origin.

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Wolters Kluwer brings SaaS workflow to loans processing

Wolters Kluwer today announced the release of CASH Workflow, a SaaS-based commercial lending workflow solution, that helps lenders more efficiently originate loans by converting back office paper processes into a digital workflow.

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TSB engages Microsoft in tech overhaul

Microsoft today announces that TSB, the UK’s challenger bank, has selected Microsoft 365 Enterprise and Microsoft Dynamics 365 to enhance how its 8,500 UK Partners (employees) connect, collaborate and serve the bank’s customers across its eight corporate centres and 550 branches.

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Broadridge buys Summit Financial Disclosure

Broadridge Financial Solutions, Inc. (NYSE:BR) has acquired Summit Financial Disclosure, LLC, a full-service financial document management solutions provider.

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Nasdaq introduces board portal and team collaboration software

Nasdaq Corporate Solutions, a business of Nasdaq, Inc. (Nasdaq:NDAQ), today unveils its next generation board portal and team collaboration software, Nasdaq Boardvantage.

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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.