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Reimagining corporate action processing with agentic AI

Corporate action announcements are issuer-initiated events that significantly impact investors’ economic rights, cash flows, holdings, and regulatory obligations, making this one of the most critical processes in the investment lifecycle. Our intelligent corporate action solution automates event capture, validation, impact analysis, elections, notifications, accounting, reconciliation, and reporting, while ensuring full auditability, transparency, and regulatory compliance. By transforming these complex events into intelligent, exception-driven workflows, the solutions enables scalable, low-touch operations and stronger operational resilience.

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Key highlights

~2x Faster choice election decisions
50 - 70% AHT reduction
60% + Reduce revenue leakages
70 - 80% Reduction in revenue leakage

Why choose our corporate action solution?

Agentic solution

Orchestrates workflows across custodians, portfolio managers, and upstream/downstream systems, minimizing manual touchpoints.

Bolt-on capability

Embedded within the current ecosystem, and enables near real-time, bidirectional data exchange across applications, platforms, and shared repositories.

Unified dashboard

Near real-time dashboards provide transaction volumes, comparative volume trends, and STP performance metrics, while offering visibility into team capacity utilization and available bandwidth.

Agent configurability

Highly configurable AI agents adapt to manual and electronic event notification channels and evolving business requirements, without extensive code changes.

Cognitive intelligence

AI agents convert recurring corporate action exceptions into automated workflows, minimizing HITL requirements.

Smart email orchestration

Intelligently manages corporate action emails, triggering workflows and timely stakeholder notifications.

Measurable outcomes across the board

  • Higher straight through processing

    Shifting ~70% of routine tasks to autonomous AI agents enables HITL to focus only on exceptions and complex events.
  • Real-time operational oversight

    Unified dashboard provides consolidated view of volumes, STP rates, team performance and real-time capacity utilization.
  • Process acceleration

    Concurrent processing accelerates throughput, reduces effort, and enables seamless handling of seasonal spikes in dividend and coupon events.
  • Greater accuracy, reduced risks

    Reduced loss due to operational inefficiencies like missed choice elections, incorrect payouts, and reconciliation breaks.
  • Accelerated decision-making

    Experience 2x faster decision making through structured follow-up management and intelligent event summarization.
  • Event traceability

    Track every action from announcement through to settlement with comprehensive audit trails.

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