Latest Articles on Data Sharing & Workflow Automation | ipushpull Blog | Data as a Service (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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Solutions
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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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Blog

Why Excel is the key to unlocking your client's real-time data needs

4 October 2022 4 min read

Excel is widely deployed across capital markets. Unlock its full potential with ipushpull's Excel add-ins, delivering live data in Excel.

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Blog

Fine-tune your data delivery with ipushpull Dashboards

28 September 2022 2 min read

Learn how ipushpull dashboards can help you fine tune your data delivery channels.

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Blog

Leveraging the ubiquity of Excel to your data's advantage

12 August 2022 3 min read

Learn how to fully leverage the ubiquitous use of Excel across your client's desktops.

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Blog

Sun, Sea and SMS

14 July 2022 3 min read

Receive timely data even when you're on the beach.

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Blog

Automating your email outreach - saving time and improving your service

23 June 2022 4 min read

Getting your data seen and acted upon can be challenging, here at ipushpull we've help you leverage existing channels to deliver live data to your teams and ...

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Blog

Live data sharing in Excel, minus the headache and risk

23 May 2022 3 min read

Learn how one broker transformed their services by sharing live data across desks and with clients.

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Blog

Share live data in Excel, reduce risk, and improve the client experience

23 March 2022 3 min read

Learn how with ipushpull you can deliver live data to your Excel users in a secure and managed manner.

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Blog

Never miss a trade opportunity - share live prices with your desks

3 March 2022 2 min read

Ensure brokers never miss a trade opportunity with ipushpull live quote views.

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Blog

Distribute real-time prices to clients, improving price visibility

3 March 2022 2 min read

ipushpull live quote board helps you distribute real-time prices to clients, never missing an investment opportunity.

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Blog

Improve broker price discovery with live quote views

3 March 2022 2 min read

For OTC equity derivative brokers, price discovery remains the biggest challenge. Improve price discovery and execution with ipushpull live quote views.

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Blog

How can data-rich financial institutions and vendors provide a better client experience?

20 January 2022 6 min read

Banks, inter-dealer brokers, funds and financial data vendors maintain unique, and in a lot of cases live, data sets that can provide data-as-a-service to

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