Tag: workflow automation

Brightwell continues to strengthen its partnership with Ortec Finance as it builds on its evolution from a single-client model to a broader multi-client offering...

Heron, a workflow automation company specialising in AI-powered document processing for traditional industries such as lending, insurance and equipment finance, has raised $16m in a Series A funding round.

As the adoption of AI agents accelerates, definitions remain fragmented. WorkFusion, which introduced its first AI agents for financial crime compliance in 2022, has...

The pressure on financial institutions to modernise client lifecycle management (CLM) is intensifying as regulatory complexity grows and clients expect seamless onboarding and servicing.

Managing policies is rarely at the top of anyone’s excitement list, yet it’s one of the most crucial areas a company must get right....

Choosing the right Document Management System (DMS) is about transforming how your business operates, not just adding software. For teams stuck hunting for files or resolving version errors, a DMS can eliminate chaos and simplify workflows.

Firms handle large volumes of documents daily, from contracts to financial records. A document management system (DMS) helps teams organise, store and automate documents, improving efficiency while reducing risk.

Meridian, an AI-driven deal management platform for private market investors, has raised $7m in a Series Seed funding round. The round was led by 645...

Farsight, a company specialising in automating workflows and insights for financial institutions, has raised $16m. The round was led by SignalFire, with additional investment from...

As the compliance landscape evolves, firms are rethinking the role of technology—not as a one-size-fits-all solution, but as a tool to be woven into...