Key Insights from the S&P Global 2025 EMEA and AMERS Securities Processing & Corporate Actions Client Forum events

Our recent annual Securities Processing & Corporate Actions User Group Forum events in EMEA and AMERS were a resounding success, bringing together industry leaders and subject matter experts from our client community to share insights on the latest trends, challenges, and opportunities in post trade. The discussions ranged from the impact of emerging technologies to strategies for enhancing user experience.

Collaboration that drives innovation

Participants had the chance to connect with industry peers and build lasting relationships. The forum provided valuable insights and learning opportunities, allowing attendees to learn from the experiences and expertise of other users. "I really enjoyed how we were formed into diverse teams and had time with the other user group members.," said a participant from one of the largest banks in the Baltics. 

During the breakout workshops, our user community had the opportunity to weigh in on priorities around new features and functionalities they would like to see added to our Securities Processing and Corporate Actions solutions. The voting for their prioritization by the entire group enabled the peer-to-peer collaboration that will help shape our product roadmap over the coming 12-18 months.

Industry Insights and Thought Leadership

Our forum featured a series of panel discussions and presentations from thought leaders in the industry, providing attendees with the latest insights and trends. " As always, perfectly organised by the team," – said an attendee from a leading Global wealth management institution

Key Insights from the event:

1. AI Advancement: Discussed AI advancement, highlighting examples of how S&P Global is transforming corporate actions with advance AI. We demonstrated how our Corporate Actions solutions are that laying the foundation of intelligent automation enabling seamless workflow orchestration, data extraction, data summarisation, conversational interaction, and advanced data analytics. (learn more)
2. Bridging Simplicity and Intelligence in Client Engagement: Explored how simplicity and intelligence are reshaping client engagement, enhancing efficiency, and fostering innovation with the shift to digital channels and the increased use of data and analytics.
3. Crafting Excellence in Corporate Actions Data: Our experts shared valuable insights and observations drawn from our own data validation operations, highlighting key global trends and persistent, interconnected challenges. These include the growing data demands associated with broader asset class coverage, evolving tax regulations, and complex corporate events—all of which our managed service is purpose-built to address. (Learn more) 
4. Navigating Regulatory Challenges and Market Dynamics: Addressed how firms can future-proof operations and thrive amidst the impact of accelerated settlement cycles, the drive for operational resiliency, and the technologies shaping the future of post-trade operations.
5. Global Geopolitical Risk Outlook 2025: Insights into the geopolitical risks and power plays that could impact the financial markets in 2025. It emphasized the importance of staying informed about global developments to make strategic decisions.
6. Client Case Study: Displayed how a major Bank leveraged S&P Global Corporate Actions innovative solution to enhance their operations and client engagement. The session provided practical industry insights, lessons learned from the Bank's experience and how they leveraged the solution to support their growth and scale.
7. Tax Solutions: The session covered the latest developments in tax solutions, including the impact of the Common Reporting Standard for Automatic Exchange of Financial Account Information (CARF) and the German MiKaDiv. It also highlighted the importance of accurate tax classifications and the role of technology in streamlining tax reporting and compliance. (Learn more)

Community Building

In addition to the informative and breakout sessions, the Forum included a variety of fun activities designed to build a sense of community among attendees. From a fun boat trip around Manhattan for the AMERS Forum to an exciting jeep excursion around Cascais, Portugal for the EMEA clients, these activities provided an environment for networking and socializing, further enhancing the overall experience. " Nice to see some of Portugal in a quite different way. Not something I would have done and great to connect with others. – a representative of one of Denmark's largest banks

We are delighted to say that the feedback from attendees was overwhelmingly positive with many participants sharing their appreciation for the opportunity to network with peers and learn from industry experts. Testimonials highlighted the value of the knowledge shared during the events and the positive impact it had on their professional growth and that of the business they represent. 

Concluding thoughts

Our recent client user events in EMEA and AMERS underscored the transformative power of collaboration and innovation. The active participation and insightful contributions from our clients have paved the way for exciting new features and functionalities that will enhance our product and drive our industry forward. 

As we navigate the ever-evolving market dynamics, the lessons learned from these events will be invaluable to us and to our clients. The emphasis on adaptability, resilience, and user-centric strategies will guide us in meeting the challenges and seizing the opportunities that lie ahead. The positive feedback from attendees reaffirms the value of these events in fostering knowledge sharing, networking, and professional growth.

We are committed to continuing these valuable discussions and annual Forum to foster a community of innovation and collaboration. Together, we will shape the future of the corporate actions industry, and our team would like to thank our clients who participated and contributed so well to the success of these events.