Email & File Solutions

What does it do?

Replace complex manual tasks on your desk with configurable automation for inbound emails and files, without disrupting your end-user client workflows.

Monitor all workflows, increase efficiency and improve client service.

Delivered as a configurable module integrating with standard email formats and file types and utilising ipushpull core data transformation and routing features.

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Distribution

Automated delivery of your data or service directly to your teams or clients by email.

Replace inefficient manual tasks with easy-to-configure automation.

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Submissions

Automate processing of inbound email and file-based data to your service.

Automatically interpret, transform and process all data including email content, PDF and CSV attachments.

Audit and store in original and/or standardised format.

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Packages

Complete customised solutions including a backend data engine and omnichannel delivery with automated inbound and outbound data transformation.

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Warehouse

All your end-user message and data interactions over email or file transfers interpreted, transformed and stored in standard format.

Monitor and analyse all your end-user activity and service KPIs with customised dashboards and reporting.

Stay compliant with a full record of all interactions.

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Why Choose ipushpull?

ipushpull has been building chatbots since 2017. Our chatbot framework is used by the top financial institutions across banking, broking, asset management, trading venues, exchanges and reference data companies. Contact us to find out more.

Omnichannel delivery

Your data is available to clients on-demand in any chat platform. Updates are delivered automatically.

Data transformation

ipushpull takes care of all platform specific message compatibility and formatting for you.

Fast to implement

Your service is delivered to preferred chat apps without the need to install any additional software.

Frequently asked quesitons

Is it easy to get started?

It is quick and easy. Simply speak to our sales team or sign up for a free trial online and we will reach out to you. ipushpull is a no-code, configurable platform which means you can connect your data easily and could be up and running for you and for your clients with a proof of concept or pilot in a matter of days or even hours.

Can you help with a proof of concept?

Yes of course. Just get in touch and our support team will answer all your questions to help you get up and running fast. If you do not have the resources available, just tell us what you need, and we can create a PoC for you.

What is your charging model?

ipushpull is a SaaS platform. We offer flexible pricing based on quarterly or annual licenses with packages based on the type of hosting, the features and solutions implemented.

How is ipushpull hosted?

ipushpull is delivered as SaaS. It can be dedicated to you and include your own white-labelling URLs and customisation, or it can be delivered over a shared multi-tenant service. Our primary hosting service is AWS with flexibility to host on a service geographically close to your business as required. We can also deliver on other hosting services if required.

Is my data secure?

Yes - your data is very secure and is encrypted in flight and when at rest. Ipushpull use encryption in transit between your applications or service and your ipushpull service, and between your ipushpull service and any end user client application. Any data stored in your ipushpull data base is also encrypted. It is used by global large financial institutions and conforms to the strictest of InfoSec requirements.

Who are your customers?

Over 100 financial institutions who have to comply with strict regulations already use ipushpull. We’ve never had any problems with technical due diligence.

What are the top use cases?

The top use cases across Capital markets include:

-Share live price data and trade opportunities in your Excel sheet out to clients on a live web page.

-Allow clients to access your data on demand from common chat applications with user-friendly commands.

-Send automated alerts and notifications to clients based on your data and rules into their messaging/chat platform.

-Enabling clients to send back orders in standard form by simply clicking on a price on a configurable web app or pop-up forms, or by typing chat commands.

-Automating tasks on the desk and monitoring your client or counterparty interest for a more efficient and improved service.

Overview