See Sample workflow between Symphony, Salesforce and Greenkey.


Integrated Workflows: From Nice-to-Have to Business Continuity Imperative

In this unprecedented era, firms are discovering the investments they made in digitization initiatives changed from ways to increase efficiency and effectiveness, to critical business continuity infrastructure. In this webinar, industry experts met to discuss how banks and technology firms are collaborating on next-generation digital initiatives to handle global work-from-home orders. Check out this recording on demand. Speakers include: Citi Ventures, Bloomberg, Illuminate Financial Management, and iPushPull.

Embrace Incumbents for Workflows of the Future

The traditional view of fintechs is that they’re all out to “disrupt” the incumbents, but our approach has always been to work with the incumbents—technology providers, banks, etc—to find ways to use technology to help shape a new way to work. Collaboration and innovation is at the heart of the Cosaic mission.

Live Workflow Demonstration: ChartIQ and Symphony

Access CEO Dan Schliefer’s presentation at Symphony Innovate 2019. This use case shows our charts shared in real-time within the Symphony messaging application. It’s a live demo!

Featured Ecosystem Workflow

iPushPull logoipushpull delivers an API that lets you securely share data between desktop applications like Microsoft Excel, mobile devices and cloud services in real-time, without sending files. The partnership between ipushpull and Finsemble extends significant value to Finsemble customers who want to enhance data sharing capabilities, stitch together top performing workflows quickly, and increase efficiency in the front office and beyond.

See more third-party workflows.