What's your Chat Strategy? Interview with Brad Levy

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Solutions Overview

Discover our live data sharing and workflow automation solutions.

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Distribution Overview

Live

Your live data is streamed directly to your team or clients. Delivered into chat, Excel, API, or custom desktop or mobile applications.

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Data On-Demand & Notifications

Your data is available to clients on-demand in any chat platform. Automatic updates are delivered to clients' chat or email.

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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.

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Submissions Overview

Live

Automated ingestion and processing of live data from clients and counterparties, delivered in real time from Excel, API or custom ipushpull applications.

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Structured

Automated capture, transformation and processing of structured lists (e.g. trades, baskets, credit tables) delivered as snapshots directly from client Excel or in data files.

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Unstructured

Capture and standardise unstructured interactions and data including natural language messages submitted over chat and emails.

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Packages Overview

Message Relay

Seamlessly connect your chat or messaging platform to your clients' or counterparties' preferred chat platform. Store and manage all your messages in standard form.

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Quote Hub

Aggregate client prices and orders omnichannel, across Excel, chat or API to build liquidity into a virtual marketplace. Reduce manual tasks, spot more trade opportunities, eliminate errors and spend more time generating business.

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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.

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Warehouse Overview

Dashboards

Monitor all your interactions across all channels in real-time dashboards.

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Analytics

Track and analyse all your client or counterparty interactions over time versus KPIs.

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Audit

Audit all messages and data in standardised or original format for compliance and reporting.

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Database

Maximise the value of your data with access to a standardised database of all your historic interactions.

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Platform

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Client Applications

Core Modules

Data Services Connectors

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Platform Overview

Give your team and clients instant access to the live data they need, in any application, on a single platform.

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Client Applications Overview

Chat Platforms

Send and receive messages automatically to and from any chat platform with zero client-side installation required.

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Spreadsheets

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

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APIs

End users can connect their internal applications and systems directly to your service with ipushpull's suite of client APIs.

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Custom Web Apps

Configure your own white-labelled and customised end-user applications for your data service or workflow.

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Email & Files

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

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Core Modules Overview

Data Transformation

Seamless, smart, configurable validation, interpretation and enrichment of all your inbound and outbound data.

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Automation Engine

Automate basic operations on your data with ipushpull’s simple configuration tools. Or plug in your own code for more sophisticated custom data processing.

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Message Warehouse

Standardise and store all messages, and monitor or audit data and traffic across your messaging platforms.

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Monitoring & Analytics

Dashboards and workspaces provide you with real-time monitoring and historic analytics for all activity across your data service and messaging platforms.

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User Admin & Permissioning

An easy-to-configure, unified layer of permissioning and access control across all users and applications giving complete control over your service and your data.

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Data Services Connectors

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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Demo Request

To discover what ipushpull can do for you, request an on-demand demo.

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About
Resources

Get ready for an insightful podcast episode where Brad Levy, CEO of Symphony, shares his thoughts on the ever-evolving landscape of messaging and communication platforms. In this discussion, we'll explore the changing dynamics of direct messaging, the growing role of chatbots, and the impact of AI, setting the stage for the future of digital communication. Here are the key takeaways from our engaging conversation:

Direct Messaging Evolution. Brad discusses the evolution of direct messaging from AOL and Yahoo Chat modern messaging apps, WhatsApp, Snapchat and LinkedIn.
Trends in chatbots. The rise of chatbot usage and the role in automating workflows and supporting humans.
AI and Large Language Models. Symphony's acquisition of Amenity Analytics has strengthened it's data solutions.
The Broad Communication Ecosystem. The proliferation of chat providers and their integration into the broader communication ecosystem.

RELATED ARTICLES:

Blog: Chatbots: streamlining data query handling and improving efficiency

Blog: How to distribute your reference data to chatbots

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

Demo: FOW reference data chatbot, Symphony Innovate

Podcast: What is your chat strategy? Interview with Michael Maurer, Data Analytics & AI Specialist at Microsoft

VIEW AUDIO TRANSCRIPT

The Capital Markets FinTech Forum by ipushpull provides regular industry news, interviews and discussion on hot topics impacting our sector. Being a fintech gives us a unique perspective on the market as well as access to the views of leading banks, brokers, traders, asset managers and data services businesses. Whether you're interested in APIs, data distribution, chatbots or workflow automation, we aim to bring you interesting perspectives and insight from across the financial services sector.

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