Automate Corporate Actions

Digitalise End-to-End Corporate Actions Processing to Mitigate Risks and Improve Productivity

Automating corporate actions significantly enhances efficiency, accuracy, and client satisfaction. By automating these complex and often repetitive tasks, you can reduce the risk of human error, ensuring timely and precise execution of actions such as dividend payments, stock splits, and mergers. Contemi Corporate Actions solution is designed to provide a complete, automated solution that is cost-effective for the smallest financial institutions but can scale to the largest. It allows your operational team to move away from all the manual processing and focus more time on the riskier events and on client servicing. With Contemi Corporate Actions solution, your data will improve. No events will be missed, and no erroneous information provided to, and therefore potentially acted upon by, internal decision-makers or external clients.

Enhance Efficiency & Accuracy

Streamline the processing of corporate actions to reduce time and effort required to manage these tasks manually. By minimizing human intervention, you can significantly reduce the risk of errors in processing corporate actions, ensuring precise and reliable execution.

Reduce Costs & Risks

Improvements in straight-through processing (stp) allow more to be managed with less, driving productivity up and costs down. Greater process efficiency facilitates business growth. Scalability and hosted deployment ensure there are no caps to future growth.

Real-time Updates

System provides real-time data processing and updates, allowing you to quickly respond to market changes and make informed decisions, improving portfolio performance.

Notification Management

The systems can capture data from multiple sources in any format. It can create and update a master copy and distribute information real-time to clients on internal stakeholders in the desired templates.

Event Diarisation

Automate all daily tasks with user defined workflows, generate clear dashboards with internal as well as external timelines, and set reminders and escalations to ensure timely processing.

Election Management

Complete automation of the full process from identifying the key stakeholders for each corporate action, communicating and monitoring responses against defined workflow, and consolidation of resulting instructions and allocating them to the correct custodian.

Entitlement Processing

Autoprocess calculation of holding levels and gross entitlements, reconciling these against individual custodians. System creates required transactions as a result of the corporate action taken and imports these into the back office.

Seamless Integration

WIN Corporate Action solution seamlessly integrates into existing operations and technology infrastructure. Configurable workflows ensures efficiency, compliance, transparency and automates record-keeping as well.

Compliance

The solution provides processing visibility against workflows specific to any event type, ensuring compliance to best practice and adherence to internal/market deadlines.

We can help transform your business