What is your chat strategy? Interview with Matthew Cheung

Customers
Platform

Overview

Client Applications

Core Modules

Data Services Connectors

Use Cases

Demo

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 Overview

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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Use Cases Overview

Distribution

From your service to clients. Live and direct into Excel, chat, custom apps or API.

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Submissions

From clients or counterparties to your service. Automatically processed from Excel, chat, email, and files.

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Packages

Complete solutions including your data engine. All the benefits of omnichannel delivery and transformation.

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Warehouse

All your interactions across all channels. Easily accessible in a standardised and original format.

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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

Join us for an insightful interview with Matthew Cheung, CEO of ipushpull, hosted by Tyler Pathe of Fintech Futures.

Topics covered:

Examples of GenAI-based workflows ipushpull has developed for the capital markets industry
The growing value of data across the trade management lifecycle
ipushpull's approach to combining AI with traditional data mapping and parsing tools
How ipushpull has integrated AI with chat platforms to drive huge efficiencies in capital markets

RELATED ARTICLES:

Blog: Bridging the Gap: How ipushpull seamlessly integrates AI and Data Management approaches

Blog: Harnessing AI & LLMs in Today's Data-Driven World

Podcast: What is your chat strategy? Interview with Brad Levy, CEO at Symphony

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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