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The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

JPMorgan Automates CAs for Clients to Access Via the Web

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.

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Recorded Webinar: Strategies, technologies and services for successful corporate actions automation

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Sova Capital Selects Appway for Onboarding and KYC Refresh

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The highly successful Data Management Summit USA Virtual was held in September 2020 and explored how sell side and buy side financial institutions are navigating the global crisis and adapting their data strategies to manage in today’s new normal environment.

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Corporate Actions USA 2010

The US corporate actions market has long been characterised as paper-based and manually intensive, but it seems that much progress is being made of late to tackle the lack of automation due to the introduction of four little letters: XBRL. According to a survey by the American Institute of Certified Public Accountants (AICPA) and standards...