About a-team Marketing Services
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

Upcoming Webinar: Executing the Migration to Cloud to Enable Scalability and Innovation

Date: 22 September 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Cloud-based services and processing have become essential to financial institutions as their data management demands have become more complex and expansive. Thousands of organisations have made the jump from their limited on-premises tech stacks to the near-infinite scalability opportunities...

BLOG

Closing the AI Gap: Why Financial Institutions Must Move Beyond Pilots to Enterprise-Scale Impact

By Ravi Sidhu, UK&I risk and compliance solutions at Dun & Bradstreet. AI enthusiasm across financial services is at an all-time high, but measurable enterprise-wide success remains elusive. While UK businesses are moving quickly in AI readiness, with 52 per cent already using third-party AI platforms or modern cloud-native infrastructure to deploy AI workloads at...

EVENT

Eagle Alpha Alternative Data Conference, Spring, New York, hosted by A-Team Group

Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...