ipushpull is a chat-to-data and chat-to-trade workflow platform and data sharing & control hub for regulated financial markets. It captures and structures enterprise chat and message flows, applies permissions and audit controls and delivers real-time data into tools traders and clients already use, including chat, Excel, and APIs. ipushpull complements existing trading systems and data distribution by enabling governed, configurable workflows that replace manual, email and file-based processes. For more information, go to the ipushpull platform page.

Over 100 financial institutions that have to comply with strict regulations already use ipushpull, including banks, brokers, trading venues, asset managers, hedge funds and market data providers. For more information, review ipushpull customers.

No. ipushpull does not replace an OMS, EMS, ETRM or CTRM. It sits upstream as a workflow and control layer that captures intent from chat, manages approvals, ensures accuracy and feeds validated trading data into existing systems of record.

In ipushpull, treating chat as a data asset means capturing, structuring and governing chat messages so they can be analysed, routed, approved and booked like any other regulated trading data. Chat is not just stored or monitored; it becomes an input to trading workflows, analytics and systems of record.

ipushpull works with customers across the trade lifecycle, automating financial workflows. Examples include quote distribution, RFQs, pre-trade negotiation, trade capture and booking, and approvals. For more information, review ipushpull solutions. 

Chat Data Mining extracts structured information from unstructured chat conversations so trading and sales teams can analyse activity, identify signals, and trigger workflows. It standardises messages, captures key fields such as client interest or trade details, and makes the data available to downstream systems for reporting, automation, and compliance. For more information, go to ipushpull's chat data mining page.

Quote Hub centralises the handling of quote requests, responses, and approvals so trading and sales teams can manage pricing workflows in one place. It normalises incoming requests, routes them to the right users, and publishes validated quotes back into chat or downstream systems with full audit and control. For more information, head to ipushpull's Quote Hub page.

ipushpull captures and enriches chat data in real time, turning unstructured messages into actionable insight, driving better trading decisions and boosting desk efficiency. Our AI-powered models interpret chat messages and pre-fill trade tickets, entering the data in ETRMs, CTRMs or in-house systems. Traders confirm with a click. The system learns and improves with every trade. For more information, visit ipushpull's trade capture & booking page.

ipushpull uses AI techniques to interpret chat messages and pre-populate trade details, but all trades require explicit human review and approval before booking. This human-in-the-loop designed to ensure regulatory compliance, auditability and user confidence.

Microsoft Teams, Slack, Symphony, ICE and Bloomberg Chat are available, subject to customer requirements and policies. For more information, view ipushpull's chat integrations page. 

Chat capture focuses on extracting and structuring data from chat messages, such as prices, quantities and counterparties. Chat intelligence builds on this by analysing captured chat data to identify patterns, trigger workflows, support decision-making and provide operational insight across desks and firms.

Yes. Chat commands/messages can launch RFQs, route approvals, or create bookings based on roles and permissions. 

ipushpull connects Excel directly to chat-based trading workflows by allowing live data to be published to chat and updated in real time without file attachments. Traders and sales teams can push prices, risk and trade details between Excel and chat while maintaining permissioning, auditability and workflow control. This allows Excel to remain a core trading surface while eliminating manual file sharing and copy-paste processes. For more information, go to ipushpull's Excel add-in page.

ipushpull sits upstream of systems of record as a workflow, control and integration layer. It connects chat and messaging platforms to existing OMS, ETRM, CTRM analytics tools, and internal systems. Rather than replacing core trading systems, ipushpull captures intent, manages approvals and delivers structured, validated data into the firm’s existing technology stack.

ipushpull supports chat-driven workflows across the trading lifecycle, including RFQs, quote distribution, negotiation, approvals, trade capture and booking. It captures intent from chat conversations, structures the data, applies controls and permissions and routes validated outputs into existing trading systems. This allows firms to operationalise chat without replacing their OMS, ETRM, or CTRM.

ipushpull's suite of Service APIs is the most flexible way to connect your service to ipushpull for enhanced delivery of your data or service.  

You have full programmable control over how your data is structured and formatted, and which users and client applications can access it. 

Delivered as REST API (Postman collection), .NET API and FIX connector. For more information, go to ipushpull's Data Services Connectors page. 

ipushpull enforces role-based access controls, data entitlements and firm-level segregation across all workflows. Each user and organisation only sees and acts on data they are authorised to access, based on permissions defined by the participating firms. This enables secure, permissioned data sharing and collaboration across banks, brokers and clients while preventing unauthorised data exposure.

ipushpull provides advanced access control tools that let you securely manage and monitor client access to your services and data across all communication channels. The platform integrates with your existing user management systems, giving you unified control and detailed insight into client activity through an easy-to-use admin and reporting interface.

Yes. ipushpull is designed for secure, permissioned, multi-firm workflows. It allows organisations to share data and workflows across firms while enforcing strict access controls, role-based permissions and data segregation. This enables brokers, banks and clients to collaborate through chat, RFQs, approvals and bookings without exposing data beyond what each party is authorised to see at the time the message was sent.

ipushpull supports regulated commodities and energy markets by enabling chat-based RFQs, negotiation, approvals and trade capture while maintaining strong controls and audit trails. It integrates with ETRMs and CTRMs commonly used in energy and commodities trading, supports multi-leg and bespoke products and ensures that chat-driven workflows comply with regulatory and operational requirements common in markets such as gas, power, agricultural products, metals and other physical commodities.

In fixed income markets, ipushpull enables chat-driven RFQs, pricing, negotiation and trade capture across instruments such as bonds and rates products. It captures intent from chat, normalises trade details and routes them through controlled approval workflows before booking into an OMS, EMS or downstream system. This allows banks, hedge funds and dealers to scale chat-based execution while maintaining compliance and operational discipline.

ipushpull ensures auditability by maintaining a complete, time-stamped record of chat messages, AI-extracted data, human actions, approvals and downstream submissions. Every step in the workflow is time-stamped and attributable to a user or system action. This creates a clear audit trail suitable for internal controls, compliance teams, and regulatory review. This always ensure the source chat messages and the AI-extracted data are always kept together, to ensure any trading decision-makers always have access to the underlying data to ensure they are using accurate information at all times.

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.  Typical pilot: weeks; production timing depends on integrations and approvals.

Onboarding, configuration assistance, and standard support SLAs; enhanced options available. Contact us for more details.

Banks capture trading data from chats by converting unstructured chat messages into structured trading intents (orders, RFQs, Axes, price runs or trade data) that can be reviewed, approved and booked into systems of record. With ipushpull, chat messages from platforms like Symphony are captured in real time, key trade fields are extracted and normalised with a pre-filled trade ticket generated. A human user then confirms or corrects the trade before it is booked into an OMS, EMS, ETRM or CTRM.

Request a tailored demo; we align with your workflows and environment. To request a demo, contact us.

Based on use cases, integrations, and user volumes. Contact us to discuss your requirements further.