• Customers
      Customers
      Asset Managers
      Transform your unstructured messages and data into a valuable asset to drive information and automation.
      Learn more
      Banks, Sales & Trading
      Maximise the value of your messages and data for improved client service and trading efficiencies.
      Learn more
      Brokers
      Deliver smarter, faster services to your clients through superior information and automation.
      Learn more
      Exchanges & Venues
      Distribute data, grow liquidity, and monitor activity across every channel in real time.
      Learn more
      Hedge Funds
      Capture and standardise your messaging data for better trading information and improved efficiency.
      Learn more
      Technology & Data Providers
      Extend your data reach, onboard clients faster, and unlock new revenue opportunities.
      Learn more
      Trading Firms
      Capture and standardise your messaging data for better trading information and improved efficiency.
      Learn more
      Customer Stories
      Learn how ipushpull has helped capital markets businesses.
      Read more
  • 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.
    Learn more
    Untitled (45)-1
    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.
    Learn more
    Interpret
    Interpret inbound information, structured feeds, chat transcripts, and file uploads, identifying the essential business context and data fields.
    Learn more
    Standardise
    Validate required fields and conform to a schema. Normalise types, units and timestamps so every downstream service receives consistent data.
    Learn more
    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.
    Learn more
    Transform
    Convert proprietary formats into target structures through versioned, testable pipelines. Support schema evolution, idempotent replays and deterministic outcomes.
    Learn more
    Automate
    Schedule jobs, manage dependencies and handle retries with backoff. Drive human-in-the-loop steps for approvals and corrections with SLA-aware alerts.
    Learn more
    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.
    Learn more
    Adaptive Formating
    Output automatically in required syntax, protocols and formats, including FIX, CSV, JSON, Excel, REST and WebSocket.
    Learn more
    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.
    Learn more
    Data Services Connectors Overview
    Easy-to-use ipushpull data connectors provide omnichannel delivery for your service fast.
    Learn more
    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.
    Learn more
    Databases
    ipushpull's DataLoader connects your database directly to ipushpull for automated scheduled or real-time uploads.
    Learn more
    Data Files
    ipushpull's FileLoader auto-ingests your data files to ipushpull. Configure ipushpull automatically to structure your data sets.
    Learn more
    Live Spreadsheets
    ipushpull's Microsoft Excel add-in connects your Excel spreadsheet to ipushpull, eliminating the need to share files with the end user.
    Learn more
    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.
    Learn more
    Chat Platforms
    Automate messaging across chat platforms without client-side installation.
    Learn more
    Live Spreadsheets
    Share real-time data with clients using ipushpull’s easy-to-install Excel add-in.
    Learn more
    APIs
    Users can link their internal apps and systems to your service using ipushpull's APIs.
    Learn more
    Custom Apps
    Configure your white-labelled and customised apps for your data service or workflow.
    Learn more
    Emails & Files
    Automate manual tasks on your desk. Integrating with standard email formats and file types.
    Learn more
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
    Featured Hero Content

    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididun

    READ MORE
  • Solutions
      Chat Data Mining
      Capture & standardise your chat messages into a structured automation-ready format.
      Learn more
      Trade Capture & Booking
      Automated capture and input of all trade confirmations from chat, emails and other sources. Enrich and book with just a few clicks.
      Learn more
      Quote Hub
      Pull client prices and orders from chat, email, Excel, API or webapp into a virtual marketplace to cut manual tasks, surface more trades, and reduce errors.
      Learn more
      Data as a Service
      Your data is available to users live or on demand, omnichannel. Automatic alerts delivered to email or chat.
      Learn more
      Credit Optimisation
      Automatically turn trapped credit exposure into working capital, across OTC and exchange-traded power and gas.
      Learn more
      Control Hub
      Real-time monitoring and oversight of all bots, agents and workflow automation in a single dashboard.
      Learn more
      Message Relay
      Capture and relay messages across chat platforms, unifying and monitoring client conversations from one service desk.
      Learn more
      Models as a Service
      Deliver your models directly into your clients' existing workflow tools. More control for you and a better experience for your clients.
      Learn more
      Solutions overview
      Discover our broad set of capital markets solutions. Maximising the value of your message data. Transforming information, automation and control.
      Learn more
  • About
      About
      The Team
      Meet the ipushpull team.
      Learn more
      Corporate & Social Responsibility
      ipushpull empowers young people through mentorship and work experience in fintech, addressing youth unemployment and fostering diversity in the tech sector. Join us in shaping the future.
      Learn more
      Careers
      See the latest vacancies and learn more about the culture and work environment at ipushpull.
      Learn more
      Latest Job Vacancy
      Senior Sales Executive
      View Now
  • Resources
      Resources
      Blogs
      View our recent blogs.
      Read more
      Case Studies
      View all customer stories.
      Read more
      Events
      See all upcoming ipushpull and third party events.
      View more
      FAQs
      View common questions.
      Read more
      Newsroom
      ipushpull news announcements.
      Read more
      Podcasts
      Listen to the latest podcasts.
      Listen now
      Reports
      View all reports.
      Read more
      Videos
      View all videos.
      View more
      Blog header-1 (27)
      FEATURED BLOG: Lost in translation? Fix it with chatbot translation!
      FIX protocol, has long stood as the backbone of communication in financial markets.
      Read More
Login menu-login-white@2x menu-login-orange@2x
Contact Us
  • Customers
    • Asset Managers
    • Banks, Sales & Trading
    • Brokers
    • Exchanges & Venues
    • Hedge Funds
    • Technology & Data Providers
    • Trading Firms
  • Platform
    • Overview
    • Capture
    • Orchestrate
    • Deliver
    • Data Services Connectors
    • Client Integrations
  • Solutions
    • Overview
    • Chat Data Mining
    • Credit Optimisation
    • Trade Capture & Booking
    • Quote Hub
    • Data as a Service
    • Control Hub
    • Message Relay
    • Models as a Service
  • About
    • The Team
    • CSR
    • Careers
  • Resources
    • Blogs
    • Case Studies
    • Events
    • FAQs
    • Newsroom
    • Podcasts
    • Reports
    • Videos
  • Home
  • Podcast
  • Using-excel-to-deliver-live-data-to-your-clients

Using Excel to deliver live data to clients

Hosted by Matthew Cheung, CEO, ipushpull
Hear from Julien Dugat, Fixed Income Execution Platforms & Digital Sales at NatWest Markets and Bradley McNee, Product Manager for EMEA Rates Global Broking at TP ICAP, in a roundtable discussion with Matthew Cheung, CEO of ipushpull. Both will share their experience delivering live data to teams and clients by leveraging existing technology infrastructure, such as Excel and other application channels. We will explore the key use cases for trading and broking firms and the benefits on offer.

Listen & subscribe

Spotify Apple Podcasts RSS Feed
View latest episodes

Stay informed with our newsletter

Customers
  • Overview
  • Asset Managers
  • Banks, Sales & Trading
  • Brokers
  • Exchanges & Venues
  • Hedge Funds
  • Technology & Data Providers
  • Trading Firms
Platform
  • Overview
  • Capture
  • Orchestrate
  • Deliver
  • Data Services Connectors
  • Client Integrations
Resources
  • Blogs
  • Case Studies
  • Events
  • Newsroom
  • Podcasts
  • Reports
  • Videos
Contact
  • Contact us
  • Partners
+44 (0) 20 3808 4085 info@ipushpull.com
ipp-logo-colour-cmyk-white-1

© 2026 ipushpull. All rights reserved |  Privacy Policy