Excel add-in Solutions

What does it do?

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

Eliminate the need for file transfer and dramatically improve data transfer efficiency.

Delivered as a real-time configurable add-in installed on your client's desktop connecting Excel to your service, live.

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Distribution

Deliver data in real time from your service, directly to your teams' or clients' desktop Excel.

Live and ticking or client-driven on-demand.

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Submissions

Receive snapshots or streaming data live from Microsoft Excel.

Automatically interpret, transform and process all inbound data and relay to other platforms.

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 messages and data interactions across all your spreadsheet end users are interpreted, transformed and stored in a 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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TP ICAP

TP ICAP were looking to lower the TCO of their Excel add-in, whilst improving the client experience and desk revenues.

ipushpull partnered with TP ICAP to build and manage their Excel add-in and achieve a lower total cost of ownership by reducing their day-to-day maintenance costs and future upgrade costs. A faster time to solution, delivered in weeks not months. Compliance with data security requirements and a more customised client service.

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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