Workflow/document management

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ClauseMatch raises £1.25m in seed round

ClauseMatch, a London-based financial and regulatory technology startup, which provides software-as-a-service for smart document management, announced today that it raised a total of £1.25m.

/Workflow/document management

IHS Markit collaborates with OpenText

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced its collaboration with OpenText, a global leader in Enterprise Information Management (EIM).

/Workflow/document management

Great Southern Bank picks nCino

nCino, the worldwide leader in cloud banking, today announced that $4.4 billion-asset Great Southern Bank has selected its Bank Operating System to increase speed and enhance the simplicity of its commercial loan process.

/Workflow/document management

Hanse Orga agrees Dolphin Enterprise Solutions Corporation deal

Hanse Orga Group, the market leader in financial automation software, today announces that is has reached agreement with Dolphin Enterprise Solutions Corporation (Dolphin), a leading provider of process automation and data management solutions for SAP customers, to become part of Hanse Orga Group and jointly deliver leading technology and process solutions to enterprise customers across the globe.

/Workflow/document management

Ipreo names Stephen Grady head, marketing structure and strategy

Ipreo, a leading global provider of workflow solutions and market intelligence to financial services and corporate professionals, announced that it has hired Stephen Grady as Managing Director, Head of Market Structure and Strategy.

/Workflow/document management

Barclays implements document management tech from accelerator graduate ClauseMatch

ClauseMatch, an award-winning financial technology company that provides software-as-a-service platform for smart document management, today announced the launch and global availability of its innovative online editor.

/Workflow/document management

SS&C unveils client communications platform Vision FI

SS&C Technologies Holdings, Inc. (SSNC), a global provider of financial services software and software-enabled services, today announced the official release of Vision FI.

/Workflow/document management

Thomson Reuters closes Redi acquisition

Thomson Reuters has completed its acquisition of REDI Holdings, allowing Thomson Reuters to incorporate an advanced, cross-asset execution management system (EMS) into its buy-side trading capabilities and deliver integrated trading workflow solutions to the buy-side community. REDI will now operate as Thomson Reuters REDI.

/Workflow/document management

SS&C Technologies wins Grand Coast Capital Group business

SS&C Technologies Holdings, Inc. (SSNC), a global provider of financial services software and software-enabled services, today announced that Grand Coast Capital Group has selected both SS&C's Precision LM™ loan servicing and accounting solution and SS&C's fund administration services.

/Workflow/document management

Global banks launch standardised documentation for repackaging transactions accessible online

Deutsche Bank, Morgan Stanley & Co. International plc, Nomura International plc and Societe Generale, (the "Arrangers"), have responded to investors’ demands for standardisation of repackaging transactions by collaborating with international law firm Simmons & Simmons and a number of market-leading service providers to produce market-standard documentation for use in listed and unlisted repackaging transactions.

/Workflow/document management

CME and Duco bid to streamline fee processing

CME Group, the world's leading and most diverse derivatives marketplace, and Duco Technologies, a global fintech provider of award-winning data control services, today announced that Duco’s innovative data control and reconciliation services will be available to CME Group member firms starting in January 2017.

/Workflow/document management

Citi brings eSubmit to Western Europe

Citi’s Treasury and Trade Solutions’ has launched electronic document submission (“eSubmit”), a digital service that allows clients to complete the account opening process by returning electronic versions of account opening documentation rather than paper, in select Western European countries.

/Workflow/document management

Nationwide overhauls employee expense programme with KDS

Nationwide, the world’s largest building society has selected KDS, a global provider of corporate travel and expense (T&E) management software solutions, to overhaul and streamline its employee expense process.

/Workflow/document management

IMM signs Texas Tech Credit Union

As a part of its continued commitment to excellence in member service, Texas Tech Credit Union (TTCU) sought to elevate both its in-branch and digital experiences.

/Workflow/document management

Citi Ventures invests in FastPay

FastPay, a leading financial technology company that provides lending and financial workflow solutions to digital businesses, today announced the close of a strategic investment from Citi Ventures.

/Workflow/document management

IMM’s eWorkflow integrated with Fiserv XP2

IMM, a provider of eTransaction automation for the modern business enterprise, announced today that its eWorkflow technology is now fully integrated with Fiserv’s XP2 credit union account processing system.

/Workflow/document management

US Bank signs for Black Knight Financial Services LoanSphere Exchange

Black Knight Financial Services, Inc. (BKFS) announced today that U.S. Bank, the fifth largest commercial bank in the United States, has signed an agreement to implement LoanSphere Exchange, an open technology platform that provides integration, data management, decisioning support and workflow management through a 24/7 data exchange.

/Workflow/document management

Citibank Korea installs Wacom pen tablets for in-branch electronic document processing

Wacom Co Ltd. announced today that 317 units of its DTU-1141 have been installed in branches of Citibank Korea Inc. for electronic document processing including digital signature, furthering the company‘s initiative to go completely paperless and shortening process time to create remarkable customer experiences.

/Workflow/document management

Welch State Bank selects Fiserv Precision core account processing platform

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Welch State Bank, a $227 million asset financial institution based in Welch, Oklahoma, has selected the Precision core account processing platform and a host of integrated solutions from Fiserv.

/Workflow/document management

Gresham adds remittance advice to Clareti service

Gresham, a leading provider of real-time financial transaction control and enterprise data integrity solutions, today announces an upgrade to its Account Receivables Management (Clareti ARM) offering.

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