Corporate Actions Solution
Corporate Actions solutions built for accuracy, automation and scale.
A modern approach to corporate actions
Our corporate actions solutions combine robust workflow technology, validated data and optional managed services to help firms reduce operational risk, improve efficiency and support accurate end-to-end processing. Combining flexible software, validated data and optional additional data and other services, we support more accurate, efficient and auditable processing across markets, asset classes and business lines.
How we help clients
Corporate actions processing can be complex. Firms must capture, interpret, and action events across markets and asset classes. This is both time sensitive and critical for operational control. Relying on fragmented data, manual intervention, or disconnected workflows increases operational risk and delays response times. Firms benefit from a controlled, automated, transparent approach delivering improved data confidence, timely decision-making, and reduced processing risk. In addition, our robust and engaged user community supports ongoing innovation through practical feedback and collaboration.
Solutions to fit different operating models and requirements
Core
A streamlined SaaS solution designed to help firms automate corporate actions workflows quickly and efficiently with a more standardised deployment
model.
Pro
A highly configurable corporate actions platform built for larger or more complex organisations that require greater scale, flexibility and control and that operate with higher volumes.
Managed corporate actions data and services
Validated corporate actions data and optional service support to help firms improve data quality, reduce manual validation effort and strengthen operational resilience.
Support Across the Corporate Actions Lifecycle
Our solutions support the end-to-end processing
lifecycle, including event capture, data validation,
notifications, elections, instructions, entitlement
processing, reconciliation and reporting. With
flexible deployment options and modular
capabilities, firms can adopt the approach that
best fits their operating model while building
a stronger, more scalable control environment.
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Analytics
Analytics operational reporting uses the latest trends in data search technology to deliver a range of operational risk dashboards alerting users and operations management to deviations from targeted operational Key Performance Indicators (KPIs). The key benefit lies in its ease of “end user” report definition, data analysis and dashboard generation.
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Bridge
Bridge is a lightweight enterprise service bus utilized to simplify the integration of the corporate action’s products into the Bank of New York technology ecosystem.
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Connecting
Connecting is an optional component which provides an industry-specific web portal solution with “out of the box” connectivity to the S&P Global Corporate Actions platform delivering enhanced client servicing capabilities and a responsive, multi-lingual, and multi-channel client experience to Bank of New York clients.
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Proxy Voting and SRDII
This is a proxy voting and meetings processing solution for asset servicing teams. It automates the flow of meeting notifications, agenda management, voting instructions, and shareholder disclosure workflows. Built to help firms manage rising volumes, market complexity, and regulatory demands, it improves operational efficiency, reduces processing risk, and enables timely, transparent engagement with shareholders and clients.
See us in action
“The S&P Global Market Intelligence corporate actions solutions transformed our operations with greater automation, stronger risk control, and real-time transparency, enabling us to reduce manual effort and complete a seamless migration in just four months."
- Head of Corporate Actions Operations, Global Investment Management Firm
15+ years of award winning Corporate Actions Solutions
We are consistently recognized for our first-class corporate actions and securities processing solutions.
Learn More
Our Corporate Action solution is trusted by many
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Our focus is to help you mitigate risk, improve client service quality, enhance operational efficiency and scalability, and make informed decisions for long-term growth.
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