Search Results for: workflow partners

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Entrust to Provide High-Assurance Digital Signature Workflow with Sysmosoft Partnership
Business Fintech News

Entrust to Provide High-Assurance Digital Signature Workflow with Sysmosoft Partnership

Fintech News Desk
by Fintech News Desk0
Entrust announced that it has partnered with Sysmosoft, a provider of secure solutions for digital processes, to provide a comprehensive solution for digital signature management. Under the agreement, the Sysmosoft document signing workflow is available as an add-on to Entrust digital signing solutions. Read More: SEB Takes Payments Wearables to Denmark......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Capital Markets Fintech News

SGX Partners with Baton Systems to Streamline Collateral Workflow

Fintech News Desk
by Fintech News Desk0
Singapore Exchange (SGX), Asia’s most international multi-asset exchange and largest FX derivatives marketplace, has integrated with Baton Systems (“Baton”), a provider of post-trade solutions for capital markets, to automate and standardize the end-to-end collateral workflow for its clients. Read More: Wolters Kluwer Analysis Reveals Timely Claims Processing Is Top Compliance Challenge for......
Fintech News Trading

Adroit Trading Technologies Partners with GLMX to Streamline Workflows for Global Repo Markets

Fintech News Desk
by Fintech News Desk0
Adroit Trading Technologies, LLC (Adroit) and GLMX Technologies, LLC (GLMX) have formed a strategic alliance that integrates Adroit’s multi-asset order and execution management system (O/EMS) with GLMX’S electronic securities financing trading platform. The new connectivity streamlines securities financing workflows, enabling clients to access real-time trading workflow tools on both platforms......
Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows
Finance Fintech News

Daloopa expands financial data access with new MCP connector for Microsoft 365 Copilot integration, bringing trusted financial data directly into AI workflows

PR Newswire
by PR Newswire0
Enables investment firms to use LLMs with high-quality, AI-ready data for accurate analysis Daloopa, the essential data infrastructure for AI and agentic workflows in financial services, announced a new Model Context Protocol (MCP) connector with Microsoft 365 Copilot. The integration will significantly enhance investors’ financial workflows by delivering structured, source-linked......
Trumid Announces Multi-Year Partnership with BlackRock Aladdin to Further Enhance Access to Corporate Bond Liquidity
Finance News Trading

Trumid Announces Multi-Year Partnership with BlackRock Aladdin to Further Enhance Access to Corporate Bond Liquidity

PR Newswire
by PR Newswire0
Expanded integration streamlines interaction with Trumid’s RFQ and Swarms protocols for Aladdin users Trumid, a financial technology company and leading fixed income electronic trading platform, announced it has entered into a multi-year partnership with BlackRock to further integrate Trumid’s credit trading workflows into the BlackRock Aladdin® order execution management system......
Mitigram and Trade Technologies Form Strategic Partnership to Reduce Complexity and Drive Growth in Trade Finance
Finance News Trading

Mitigram and Trade Technologies Form Strategic Partnership to Reduce Complexity and Drive Growth in Trade Finance

EIN Presswire
by EIN Presswire0
Trade Technologies, the leading provider of trade finance automation, connectivity and transaction management services and Mitigram, the global leader for digital trade finance execution and intelligence, today announced a strategic partnership to help corporates simplify and accelerate trade finance management through a unified, end-to-end solution. While both companies support importers,......
Modern Treasury Partners With Sardine to Help Businesses Detect Fraud Earlier and Reduce Risk at Scale
Digital Payments Finance News

Modern Treasury Partners With Sardine to Help Businesses Detect Fraud Earlier and Reduce Risk at Scale

Business Wire
by Business Wire0
Developers can now monitor payments in real time, detect fraud earlier, and manage compliance across stablecoins, wire, ACH, RTP, FedNow, and push-to-card using a single payments API Modern Treasury announced a partnership with Sardine to enhance transaction monitoring and fraud prevention capabilities for businesses moving money across the U.S. and......
Tradeweb Expands Kalshi Prediction Market Data, Index into Institutional Trading Workflows
Investments News Trading

Tradeweb Expands Kalshi Prediction Market Data, Index into Institutional Trading Workflows

Business Wire
by Business Wire0
Dedicated Kalshi pricing now live on Tradeweb for U.S. institutional clients Kalshi’s American Power Index (KPOW) coming to Tradeweb in July Tradeweb Markets Inc. , a global leader in electronic trading across asset classes, announced the launch of a dedicated Kalshi pricing page on the Tradeweb platform, giving U.S. institutional clients......
CU*SOUTH Partners with ScreenSteps to bring AI-Powered Knowledge Management to Credit Unions
Credit Bureaus Finance News

CU*SOUTH Partners with ScreenSteps to bring AI-Powered Knowledge Management to Credit Unions

EIN Presswire
by EIN Presswire0
Partnership helps credit unions improve operational efficiency, accelerate staff onboarding and strengthen institutional knowledge retention CU*SOUTH, a 100% credit union-owned credit union service organization (CUSO) that provides essential products and solutions for credit unions, today announced a partnership with ScreenSteps, an AI-powered knowledge base and process documentation platform built to......
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