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

A-Team Insight Briefs

Meritsoft Launches New Asset Servicing Claims Management Solution to Transform Operations

Subscribe to our newsletter

Meritsoft, a Cognizant company, has launched a new asset servicing claims management solution, aiming to modernise the handling of coupon and dividend claims operations. Built on the company’s next-generation post-trade automation platform, the solution automates claims issuance, matching, and payment processes, reducing aged debtors and risk-weighted assets. The platform addresses the operational challenges faced by asset servicing teams, particularly during post-dividend seasons when backlogs are common.

The API-first tool integrates seamlessly into existing workflows and includes real-time dashboards for managing claims by attributes like entity, market, and age. It also features an inter-company matching tool to optimise costs from internal trading claims. By automating the processing of claims received via PDF or CSV attachments and integrating with tools like Taskize, Meritsoft’s solution enhances efficiency and enables faster, auditable resolution of complex queries. It offers on-premises or cloud deployment for scalability.

“Claims management, often overlooked in the industry’s priority list, stands to benefit immensely from more automation and emerging technologies,’ comments Daniel Carpenter, CEO of Meritsoft. “Our solution empowers asset servicing teams globally to move away from the manually intensive processes involved with claims matching and reconciliation and focus instead on the more complex and value-add tasks. For the broader firm, this will equate to lower costs, healthier margins, and an enhanced client reputation.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Best approaches for trade and transaction reporting

11 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Compliance practitioners and technology leaders in capital markets face mounting pressure to ensure that reporting processes are efficient, accurate, and aligned with global standards. Market developments and jurisdictional nuances in regulatory frameworks like MiFID II, EMIR, SFTR and MAS create a...

BLOG

Global Relay Reports Shift Towards AI in Surveillance Amid Rising Regulatory Pressure

A new report from Global Relay reveals a growing appetite for AI in financial compliance, with 31% of firms either having implemented or planning to adopt AI in surveillance workflows within the next year. The State of AI in Surveillance Report 2025 highlights changing attitudes across the sector, with a 19% decline in firms hesitant...

EVENT

Future of Capital Markets Tech Summit: Buy AND Build, London

Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...