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Trade Capture & Booking
Automatically capture, interpret, enrich and book trades from any sources, including chat, email and Excel.
TRUSTED BY GLOBAL FINANCIAL INSTITUTIONS
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Book trades fast, accurately and within the reporting window
Rapid deployment, immediate returns.
Better accuracy
Combining AI and human-in-the-loop to eliminate errors
Time saved
Faster booking means reduced risk and fines
Greater oversight
Real-time dashboard of trades and exceptions
Trade Capture & Booking Demo
Automatically capture, interpret, enrich and book trades from any sources, including chat, email and Excel.
Capture and standardise all your inbound confirmations from any channel
Automatically track and manage all your interactions in a central dashboard
Enrich and book with just a few clicks
With our configurable platform, we can deliver AI-driven solutions in days, not months
Automate Trade Capture
Automate Trade Capture
Real-time capture of all your structured and unstructured order and trade messages. Capture from any source, such as chat, email, Excel, API and custom ipushpull applications.
We use an array of techniques, from basic mapping to AI to interpret your messages and data and then standardise them into a common format.
Book & Report Trades
Book & Report Trades
RAG models pre-populate trade tickets, and traders review them in a browser web app. This means it learns the user and their trading partners and the market-specific terminology without extended model training or lengthy configuration cycles.
Configurable rules add counterparties, products, venues, fees, and tags. All integrated with the chat platform, for example, Bloomberg, Symphony, Microsoft Teams or WhatsApp for more efficient workflows.
Validated trades are pushed to the back office and regulatory gateways with a full audit trail.
Monitor & Manage
Monitor & Manage
Get Inspired
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Frequently asked questions
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 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 proof of concept for you.
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 the 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 - ipushpull is ISO 27001 certified. Your data is secure and is encrypted in flight and when at rest. ipushpull uses 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 database is also encrypted.
Who are your customers?
Over 100 financial institutions that 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 to clients or counterparties on a live web page.
-Allow clients or counterparties to access your data on demand from common chat applications with user-friendly commands.
-Send automated alerts and notifications to clients or counterparties based on your data and rules into their messaging/chat platform.
-Enabling clients or counterparties 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.
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, and the features and solutions implemented.