Latest Articles on Data Sharing & Workflow Automation | ipushpull Blog | Chat capture & automation (4)

Customers
Platform

Overview

Capture

Orchestrate

Deliver

Data Services Connectors

Client Integrations

Platform Overview

A flexible no-code, modular SaaS platform delivering integrated message and data capture, orchestration and delivery solutions. The platform combines real-time data sharing in financial markets with chat-based workflow automation for trading, enabling controlled execution of trading workflows across chat, Excel, and downstream systems.

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Capture Overview

Automated real-time capture, interpretation and standardisation of messages and data, regardless of the source format, delivering clean, actionable records the moment they appear.

Ingest

Ingest data from chat, files, APIs, streams and user inputs. Use source adapters to capture messages, events and metadata with ordered delivery and deduplication.

Interpret

Interpret inbound information, structured feeds, chat transcripts, and file uploads, identifying the essential business context and data fields.

Standardise

Validate required fields and conform to a schema. Normalise types, units and timestamps so every downstream service receives consistent data.

Orchestrate Overview

AI-powered data enrichment and orchestration powered by configurable workflow engines and no-code application builders, enabling rapid builds without developer queues.

Enrich

Augment records with reference data such as ISINs, calendars and FX rates. Apply business rules to fill gaps and reconcile across sources while preserving provenance.

Transform

Convert proprietary formats into target structures through versioned, testable pipelines. Support schema evolution, idempotent replays and deterministic outcomes.

Automate

Schedule jobs, manage dependencies and handle retries with backoff. Drive human-in-the-loop steps for approvals and corrections with SLA-aware alerts.

Deliver Overview

Delivering your data to your clients or counterparties at the right place, in the right format, at the right time, with full traceability and compliance confidence.

Omnichannel

Seamless, controlled and audited delivery into common workflow tools and platforms, including Excel, chat, APIs and custom applications.

Adaptive Formatting

Output automatically in required syntax, protocols and formats, including FIX, CSV, JSON, Excel, REST and WebSocket.

Real-time & On-demand

Real-time data to Excel, API or custom web apps. Snapshots into chat driven by end-user on-demand requests. Automated configurable alerts and notifications.

Data Services Connectors Overview

Easy-to-use ipushpull data connectors provide omnichannel delivery for your service fast.

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APIs

ipushpull's suite of APIs connect your service to ipushpull. Have full control over how your data is structured and formatted and which users and client applications can access it.

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Databases

ipushpull's DataLoader connects your database directly to ipushpull for automated scheduled or real-time uploads.

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Data Files

ipushpull's FileLoader auto-ingests your data files to ipushpull. Configure ipushpull automatically to structure your data sets.

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Live Spreadsheets

ipushpull's Microsoft Excel add-in connects your Excel spreadsheet to ipushpull, eliminating the need to share files with the end user.

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Client Integrations Overview

Deliver your data to your end users, clients or counterparties at the right place, in the right format, at the right time.

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Chat Platforms

Automate messaging across chat platforms without client-side installation.

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Live Spreadsheets

Share real-time data with clients using ipushpull’s easy-to-install Excel add-in.

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APIs

Users can link their internal apps and systems to your service using ipushpull's APIs.

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Custom Apps

Configure your white-labelled and customised apps for your data service or workflow.

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Emails & Files

Automate manual tasks on your desk. Integrating with standard email formats and file types.

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Blog

Streamlining Workflows: Unleashing the Potential of FDC3 in Financial Desktops

22 May 2023 3 min read

Discover how FDC3 revolutionises financial desktop applications, enabling seamless interoperability and collaboration among diverse tools and platforms.

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Blog

Lost in Translation? FIX it with Chatbot translation!

16 May 2023 3 min read

Simplify FIX communication with ipushpull's chatbot integration. Convert technical messages into human-readable chat for seamless financial workflows.

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News

Insights from the FIX EMEA Trading conference: T+1 Settlement, DLT and More

14 March 2023 4 min read

Discover trends from the FIX EMEA conference, T+1 settlement, DLT, and data standards. Learn how ipushpull's FIX and chat integration improve trading workflows.

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Blog

Chatbots: streamlining data query handling and improving efficiency

7 February 2023 6 min read

What are chatbots, how have they evolved in financial services, and how can they help increase efficiency? We spoke to Matthew Cheung, CEO at ipushpull and ...

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Blog

Scale Your Service and Monetise More of Your Data with On-Demand Chatbots

13 December 2022 3 min read

Data on-demand chatbots provide a way to increase the distribution of your data by making it more accessible to end users in their platform of choice while a ...

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Blog

Everything you need to know about data on-demand chatbots but were afraid to ask!

29 November 2022 4 min read

We caught up with ETD's Simon Coughlan and Symphony's Rob Friend to understand how chatbots are helping change the work routine in capital markets.

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Blog

How to distribute your reference data to chatbots

25 October 2022 4 min read

Learn how to provide instant and on-demand access to your reference data to chatbots.

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News

FOW launch new Symphony reference data chatbot

21 October 2022 3 min read

Highlights from Symphony Innovate, New York where we participated in the launch of ETD's new reference data bot.

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News

Symphony Innovate London - what did we learn?

10 May 2022 3 min read

The latest insights from Symphony Innovate London 2022.

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Blog

Digitisation of Pre-Trade Client Workflows

24 January 2022 5 min read

More complex and less liquid instruments still involve a great deal of manual, unstructured pre-trade activity. Can these issues be addressed with ...

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Blog

Is chat technology the key to offering a better client experience?

30 July 2021 3 min read

Data-as-a-Service is a key trend in a data-centric world. Chat is becoming indispensable to delivering improved client experiences.

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Blog

ipushpull & Symphony: From Chat to data-driven workflows

24 June 2021 3 min read

ipushpull and Symphony combine the power of chat and chat bots with ipushpull's real-time data sharing and workflow automation platform.

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