Corporate Actions Monitor
Track, interpret, and validate corporate actions from announcements to execution.
Challenges
Corporate action processing breaks at scale. Agentic AI is required to transition from manual data scrubbing to automated event mastery without financial risk.
Fragmented Data Sources
Announcements arrive via disparate channels—SWIFT messages, vendor feeds, exchange PDFs, and emails. Consolidating this noise into a single event record is manually intensive.
High Operational Risk
Interpreting complex events (like Dutch auctions or spin-offs) manually invites human error. A single missed deadline or incorrect ratio calculation can result in significant financial liability.1
Slow Golden Copy Creation
Analysts waste hours cross-referencing conflicting data from multiple custodians to determine the "truth." This latency delays downstream notifications and trading decisions.
Inflexible Legacy Systems
Traditional platforms struggle with unstructured data and new event types. They require constant manual workarounds to handle non-standard announcements or emerging market complexities.
What Defines Us
Redefining asset servicing with Agentic AI – where data integrity meets automation, speed, and risk control.
AI-Powered Event Processing for Accuracy and Scale
Reimagine corporate actions with AI agents that work autonomously to ingest, normalize, and compare event data across ISO 15022/20022 messages, unstructured documents, and vendor feeds. The system intelligently detects discrepancies between sources, applying confidence-based logic to construct a validated master record automatically.
With built-in date validation, ratio checks, and narrative interpretation, achieve Straight-Through Processing (STP) for complex events.2 Gain real-time visibility into upcoming voluntary and mandatory events. Beyond processing, the system delivers intelligence by predicting the market impact of events and flagging anomalies that deviate from historical patterns or prospectus terms.
Template-Free, Accurate Event Mastery – in a Few Clicks
Extract dates, ratios, and options from unstructured announcements without manual keying. AI-driven accuracy that scales seamlessly with market volatility.
reduction in manual data scrubbing
accuracy in Golden Copy creation
faster event notification to downstream systems
auditability of data lineage
See Event Tracking in Action
Review how corporate actions are captured, classified, and verified with complete lineage.
Ensure Data Lineage
Maintain a granular digital trail showing exactly which source document contributed to every field in the master record.3
Manage Exceptions Intelligently
Auto-route only the conflicting or low-confidence events to senior analysts, allowing standard events to process touchless.
Scale for Peak Volumes
Handle seasonal spikes in dividend and proxy announcements without adding temporary staff or risking backlog.
Align Front and Back Office
Create a shared source of truth that feeds reliable data simultaneously to trading desks, risk teams, and client reporting portals.
Get the answers you need
Find clarity on our solutions, capabilities, and how we can support your business.
The solution handles regulatory filings, investor reports, earnings summaries, financial statements, and disclosures across languages and formats.
Each extracted data point is linked back to the source document with timestamps and coordinates, ensuring full traceability and simplified audits.
Yes, the platform supports seamless API integrations with CRMs, databases, and document repositories including global regulatory registries.
Ready to Adapt, Grow, Optimize
or Disrupt With Us?
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