Recorded Webinar: How to gain operational efficiency in corporate actions processing14 September 2023
While the risk associated with corporate actions is well established, many financial institutions continue with manual processing in the back office. More often than not, corporate actions information is manually keyed in and event processing lacks automation. This results in operational inefficiency, and financial risk due to missed events or simply getting it wrong. These are legacy problems, but there are solutions.
While end-to-end automation is ideal, this may not be a feasible option in the short term, due to budgetary challenges and/or available technical resources. In such a scenario, financial institutions may opt for partial automation to gain some benefits.
In this webinar, expert speakers will share their thoughts and experience on approaches to gaining operational efficiency.
Listen to this webinar to find out more about:
- The challenges of corporate actions processing
- The benefits of getting it right, penalties of getting it wrong
- Solutions to help improve operational efficiency
- Resulting operational and business benefits
Jonathan Waldinger VP, Product Owner, Corporate Actions
Moderator: Andrew Delaney President and Chief Content Officer
More about our speakers:
VP, Product Owner, Corporate Actions
Jonathan Waldinger is a Vice President and the Product Owner for Corporate Actions within BNY Mellon’s Custody Product Development business. He is responsible for managing the Client Experience book of work with respect to Corporate Actions and Income product development requests, particularly roadmap execution and backlog prioritization. Jonathan has 15 years of experience within the custody Corporate Actions space, including 7+ years driving the execution of efficiency-driven automation programs targeting Corporate Actions and Income processing.
Vice President, Asset Servicing
Lawrence Conover is a Vice President for the Operations and Services Group (OSG), a division of the Fund and Brokerage Operations & Technology organization for Fidelity Investments. Mr. Conover has product and business management responsibilities for the Asset Services Division, which includes a wide range of services and functions, including domestic and global Corporate Actions, Dividends and Income, Proxy, Restricted Stock and Security Processing.
Commercial Product Director, Financial Information
Yogita Mehta has recently joined SIX as Commercial Product Director within the
Financial Information business unit. In her current role, she owns the strategic direction of the award winning Global Corporate Actions Data offering. She leverages more than 25 years of experience in Financial Information & Software firms with over 12 years in the Corporate Actions space.
Yogita Mehta has a deep understanding of customer requirements and financial markets knowledge. Prior to joining SIX, she worked with Post-Trade processing solution providers such as DTCC, IHS Markit – S&P Group company and AccessFintech in Sales & Commercial capacity.
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