About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

JPMorgan Automates CAs for Clients to Access Via the Web

Subscribe to our newsletter

In order to better meet regulatory requirements, JPMorgan Worldwide Securities Services is automating its corporate actions information for its institutional investor clients by offering web-based access to the data and eliminating the distribution of thousands of paper documents annually. It will provide web access to shareholder communications related to corporate events for U.S. and Canadian securities, as well as viewing prospectuses, letters of transmittal, tax information and broker letters. The service is supported by ADP Investor Communication Services’ (ICS) Reorg Event Library, which will store scanned shareholder communication documents within 24 hours of receipt.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and reduce costs. Use cases of specific importance to the finance sector, such as data...

BLOG

Why your Technology Spend isn’t Delivering the Productivity you Expected

By Gareth Evans, Chief Product Officer, FINBOURNE. An uncomfortable truth: technology spend in asset management has surged 8.9% annually over the past five years across North America and Europe. But productivity? Flat. Cost as a share of assets under management (AUM)? No improvement. Operational expenses in other functions? Despite the promises that technology would create...

EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...