Latest news with #ArteriaAI
Business Wire
13-05-2025
- Business
- Business Wire
Arteria AI and TruStage Compliance Solutions Partner to Bring Enterprise-Grade Documentation Capabilities to Regional and Community Financial Institutions
NEW YORK--(BUSINESS WIRE)--Award-winning enterprise digital documentation infrastructure leader Arteria AI has partnered with TruStage Compliance Solutions, a best-in-class provider of financial transaction technology and expertise, to launch Deal Flow, a content modification and deal management integration that is purpose-built to support community banks and credit unions. TruStage Compliance Solutions is the largest provider of compliant lending and deposit documentation supporting over 5,400 banks and credit unions through a dynamic tech-stack based product and a static PDF product. Clients can now gain access to Arteria's proven, end-to-end digital documentation workflow for commercial lending. Many financial institutions struggle to manage negotiated transactions and highly manual lending processes. Complete and accurate compliance and documented processes are significant pain points and there have been few opportunities to automate document-heavy workflows. Deal Flow is accessed through existing dynamic documentation workflows and streamlines the modification and redlining of commercial loan documentation. Each change and decision to the deal is automatically logged and memorialized in a detailed audit trail for complete assurance on compliance and procedural consistency. Notably, TruStage's industry-leading compliance warranty is preserved for all unmodified parts of the document. The result is that negotiated transaction documentation moves into the digital sphere – communication is centralized on a digital platform, the right workflow steps are automated, and rich reporting insights become available to further streamline the deal process. 'We have a best-in-class partner in TruStage who has provided the market with premium service for over three decades,' said Shelby Austin, Co-Founder and CEO of Arteria. 'We are delighted to bring a strong set of capabilities to regional and community financial institutions.' 'Arteria brings a next-generation technology stack into our market,' said Greg Bierl, Director of Revenue for TruStage Compliance Solutions. 'Arteria's platform is tried and true in the largest segments in financial services. This partnership expands our capabilities and furthers our ability to drive real and tangible value in an integrated ecosystem for our customers.' 'Cutting-edge innovation is quickly becoming accessible to all market segments,' said Anthony Lisi, Head of Community Financial Services at Arteria. 'Our partnership with TruStage presents the market with the whole package – industry-leading compliance paired with powerful technology that is purpose-built for financial services.' About Arteria AI Powered by data, Arteria AI is trusted by the world's largest banks to transform client document processes at enterprise scale – working smarter and faster to maximize revenue and save time and cost. Arteria removes the need for legacy manual processes by streamlining the documentation lifecycle, speeding up decision-making for all stakeholders through a highly-intuitive interface. Arteria has continued to receive growing market recognition, including its selection in the CB Insights Fintech 100 (2024) and the CB Insights AI 100 (2023). Arteria has also been featured by Gartner as one of three identified companies in its ' Cool Vendors in Applying Generative AI to Banking ' report. About TruStage TruStage is a financially strong insurance, investment and technology provider, built on the philosophy of people helping people. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable society and financial system, we are deeply committed to giving back to our communities to improve the lives of those we serve. For more information, visit
Business Wire
05-05-2025
- Business
- Business Wire
SIFMA and Arteria AI Announce US Treasury Clearing Solutions Partnership
WASHINGTON--(BUSINESS WIRE)--SIFMA and Arteria AI today announced a partnership to provide all US Treasury clearing participants a data-driven documentation platform to streamline and scale the onboarding, legal compliance, and operational systems integration with respect to the mandated central clearing of US Treasury securities repurchase transactions, as required by new rules out of the Securities and Exchange Commission (SEC). 'Since the finalization of the rule in December 2023, SIFMA has been working with our members, both buy side and sell side, and key infrastructure providers to develop voluntary standardized documentation, a considerations report, accounting clarity, and legal enforceability opinions to facilitate the transition to mandated central clearing. Our partnership with Arteria AI, and this new platform, represents an important efficiency and provides a crucial resource as the industry works toward compliance,' said Kenneth E. Bentsen, Jr., SIFMA president and CEO. 'We are delighted to partner with SIFMA to provide the industry with an effective AI-powered solution for US Treasury clearing. This partnership combines SIFMA's unparalleled institutional knowledge as the foremost trade association for financial services in the US with the Arteria platform, the leading AI technology specifically designed for financial services. At this time of rapid technological change, it is more important than ever for financial institutions to have a comprehensive understanding of their documentation. We look forward to enabling the whole market to do this via our joint offering with SIFMA,' said Abrar Huq, Arteria AI Co-founder & CRO. The SIFMA Arteria AI Treasury Clearing Solution starts with translating the voluntary standard documentation into a data driven exercise to: Assist market participants in leveraging the documentation's built-in optionality to address and accommodate individualized negotiations and terms. Streamline and scale negotiations and enable the tracking of terms across stakeholders. Operationalize the content to drive client onboarding, record critical client details, and provide a platinum data source for margin management and other systems. Optimize legal, accounting, and compliance both with respect to key business terms and enforceability consistent with legal opinions and other guidance being sourced by SIFMA. The compliance dates for the relevant SEC rules are Dec. 31, 2026, for eligible cash market transactions, and June 30, 2027, for eligible repo market transactions. SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry's one million employees, we advocate on legislation, regulation and business policy affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. We also provide a forum for industry policy and professional development. SIFMA, with offices in New York and Washington, D.C., is the U.S. regional member of the Global Financial Markets Association (GFMA). ARTERIA AI Powered by data, Arteria AI is trusted by the world's largest banks to transform critical document processes at enterprise scale – working smarter and faster to maximize revenue and save time and cost. Arteria AI's documentation solution removes the need for legacy manual processes by structuring data at the onset of the documentation lifecycle. The platform then surfaces data and insights through intelligent workflow tools to speed up decision-making processes for all stakeholders with a highly intuitive front-end. Built by subject matter experts, data scientists and technologists, Arteria AI's solution unleashes the power of data to help global, regulated financial institutions solve client document complexity at scale. Adopting an innovative data-first approach, this AI-powered enterprise-ready solution takes the friction out of the paper trail.
