Expert Solutions for key sector and applications processes
pTools solutions range across key sectors in Market Information Services for Exchanges and Fund Management Automation and Government & Health Digital Initiatives. Solutions in financial Symbology include LEI and ISIN issuance, Corporate Actions & Announcements automation, Persistent Sanctions Screening automation, and Content Management Software for Digital Transformation.
Automation is not just about efficiency, it's about embedding as much automated functionality in digital process design solutions as is reasonably possible so that the people who manage the solutions can do more and do not become overwhelmed by tasks that can be simply, and easily, automated!
Our Work
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LEI and ISIN Issuance
pTools provides end-to-end LEI and ISIN issuance solutions including solution definition, systems integration, application delivery, managed hosted services, consulting training and data services. Our solutions come with embedded risk mitigation, AI, notarization, persistent sanctions screening for KYC and AML. Solutions combine data handler and administrator back-end interfaces and end user front end interface. For more, just ask at pTools.AI -
Corporate Actions & Announcements Automation
pTools Corporate Actions & Announcements automation solution uses NLP and AI to identify multiple attributes in documents from sentiment analysis to dividends. This capability automates analysis and enables human handlers to provide enhanced oversight of complex, high volume, critical information. -
Persistent Sanctions Screening
pTools Persistent Sanctions Screening solution uses global sanctions lists to investigate processes and residual client data on a continuous basis. Persistent Sanctions Screening sits beside more traditional on-boarding and off-boarding KYC and AML adding real time insights against global sanctions list from all regulatory sources. -
Content Management Software for Digital Transformation
pTools origins are in enterprise level content management for business critical web delivery and this history continues to inform our work. pTools CMS solutions underpin Digital Transformation and particularly user interface design and user experience design. This embedded web and mobile content know-how is significant.