Morning team. Looks like we've got a few things to chase this week — the Meridian invoice is still outstanding, Greg keeps saying next week. Also trying to finalize that Broadgate onboarding pack.
Morning! Quick question on Broadgate — do we have their KYC docs yet? Wondering what the timeline is looking like for go-live.
KYC just came in yesterday, but Marcus is still reviewing. Should be clear by EOW.
Reconciliation automation docs are ready for review. Posted in #engineering.
Nice. How long until we can test the new rec workflow?
Dev says 3–4 weeks to first sandbox build.
Still chasing Greg at Meridian on that invoice. He's swearing it's coming Friday. I'll believe it when I see it.
Had a great call with Velocity Trading today. They're very interested in our Atlas offering. Want to schedule a demo.
Awesome! Is Velocity a fit for the pilot or are they a separate prospect?
Separate for now. They want enterprise setup which is good for us.
Meridian finally came through with that invoice payment. Only took three weeks of follow-ups.
Great news. So we're all clear on outstanding receivables for Q1 then?
Not quite — there's still the smaller one from TechFlow, but that's due next week according to them.
Reconciliation sandbox access ready. Pushing to team now.
Broadgate is asking about their implementation schedule. Can we give them a date yet?
KYC is still with Marcus. Once that clears, I'd say 2 weeks to full onboarding. Tell them mid-April?
Will do. That's tight but doable.
Velocity Trading scheduled their demo for next week. Really excited about this one.
Just checked with Marcus — Broadgate KYC is approved. We can move forward.
Perfect. I'll kick off the onboarding checklist now.
Documentation for Broadgate setup is in Confluence. Link posted in Slack.
Greg at Meridian finally came through. Sorted that invoice at last.
Is there anything we need to do differently with Meridian going forward? That took a long time.
Yeah, I'm going to have a chat with their finance team about payment terms. Greg's office isn't great at follow-up.
Velocity Trading demo went great! They want to move to contract discussions.
Broadgate onboarding is tracking well. We should be live by mid-April.
Still chasing Greg at Meridian on that follow-up about payment terms. He hasn't called back yet.
Are we still targeting NovaPay for the Atlas pilot? Tariq's been asking.
NovaPay is still on the list, but we're waiting on Tariq to confirm feature set. Should hear back this week.
Following up with Tariq on NovaPay. Sounds like there's some internal stakeholder alignment needed on their side.
Broadgate API integration complete. Testing phase starts Monday.
Awesome. How are they looking for go-live?
Two weeks if testing goes smoothly.
Still waiting on NovaPay to confirm. Tariq's been in meetings all week.
Want me to chase him?
Please. I'm underwater this week.
On it.
Great call with Velocity Trading today. They're ready to move forward with Phase 1.
That's huge. Who's taking point on their setup?
I am. Will coordinate with Nina on the technical side.
Tariq got back to me. NovaPay is keen on the Atlas pilot. They want to start in May.
Excellent. May works for us. I'll set up a kickoff call.
Broadgate testing hitting some edge cases on the reconciliation side. Nothing major, but we need a few more days.
How much longer?
Probably end of week. Then we can go live early next week.
Still chasing Greg at Meridian on that follow-up about payment terms. He keeps saying it'll be sorted next week.
Do you want me to loop in someone else? Seems like Greg's not great at follow-through.
Yeah, maybe. Let me try one more time, but if he doesn't respond by Friday, I'll escalate.
Velocity Trading setup is on track. They're eager to get started.
Broadgate testing complete. We're good for go-live Monday.
Perfect. I'll send them the final sign-off email.
Good week. Broadgate live, Velocity moving forward, NovaPay locked in for May.
Broadgate go-live was smooth. They're already asking about the next phase.
Velocity Trading API configs are set. Ready for their testing phase.
Velocity is running their own tests now. Should have results by end of week.
Greg at Meridian finally called back. We've got a meeting next week to discuss payment process improvements.
About time. Hopefully we can get them to be more responsive.
Quick update: NovaPay kickoff call scheduled for April 28. Atlas pilot officially launching May 1.
Will have NovaPay API environment ready by April 25.
Velocity's test results just came in. Looking good so far.
Any issues we need to address?
Minor reconciliation tweaks. Nina's handling those.
Velocity Phase 2 environment spun up. Ready for advanced testing.
Vertex Capital on the phone again — Margaret's office called, not the usual contact. Something's up. I'll follow up.
That's unusual. What did they want?
Not entirely sure. Margaret's assistant was vague. Possibly about an existing deal or a new opportunity. Will know more after I call back.
Vertex situation is in hand — I'll get back to them this week.
Need any info from our side?
Not yet. I'll know more once I actually speak to them.
Great call with Velocity today. They're very happy with the initial results. Moving to Phase 2.
Multi-currency reconciliation is becoming a real pain point as we expand EUR coverage. The combination of SEPA cut-off times, T+1 settlement, and GBP/EUR rounding is creating daily discrepancies that take manual effort to resolve. We need a proper multi-currency recon framework before this scales further.
NovaPay kickoff is set for tomorrow. Everything's on track for May 1 pilot launch.
NovaPay environment fully configured. Ready for integration testing.
Still trying to get to the Vertex callback, been flat out.
Do you want me to help chase them?
No, I've got it. Should call them tomorrow.
NovaPay pilot going live tomorrow. This is going to be huge.
NovaPay live. All systems normal.
Finally called Vertex back. They want to discuss expanding our relationship. Scheduling a proper call next week.
That sounds positive. Expansion opportunity?
Looks like it. They mentioned adding new asset classes to their integration. Will know more next week.
Velocity Trading Phase 2 results are in. Even better than Phase 1. They're talking about expanding to their other divisions.
NovaPay first week is looking solid. No major issues so far.
Reconciliation automation for NovaPay running cleanly. No manual intervention needed.
Vertex call confirmed for Tuesday. They're interested in expanding into new asset classes.
Great call with Velocity today. They want to pilot their other division's integration by Q3.
That's huge pipeline expansion.
Totally. Nina, we should plan for their additional load requirements.
Vertex call was solid. They're moving forward with the asset class expansion. Details TBD but looks promising.
That's great news. What's the timeline?
Q2 implementation. They'll send over requirements next week.
Velocity scaling plan confirmed. Need to provision additional infrastructure by mid-June.
NovaPay update: they're loving the automation. Already asked about adding more asset types.
Swamped this week. Vertex docs incoming, NovaPay expansion request, Velocity roadmap — barely keeping up.
Need any help prioritizing?
Maybe. Let me sort through this and get back to you.
Vertex requirements received. Complex. Will need 3–4 weeks to build.
Got it. That timeline works for them. I'll confirm.
Quick status: NovaPay expanding, Velocity expanding, Vertex expanding. We're busy.
Too busy. Will catch up properly next week.