<img alt="" src="https://secure.agile-company-365.com/798703.png" style="display:none;">

Data Management

Corporate actions data

data management use case

Simplified corporate actions
data management

Let us take the mess away from your corporate actions data management

Streamline data sourcing, integration and mastering

Many institutions suffer inefficiencies from duplicate efforts, emphasising the need for centralized management to streamline their  operations.

Managing corporate actions data effectively is essential for financial institutions to make informed decisions, mitigate risks and ensure compliance. While the challenges are significant, implementing best practices and a systematic approach can greatly improve the handling of this complex information.

Implement a systematic approach

Gresham can help prepare source data to determine the appropriate matching type for each corporate action. Apply matching logic based on the defined criteria and available data sources.

We aggregate and link data to combine data sets, create clear links between corporate actions, securities and legal entities. This allows for easier navigation and discovery of related information.

Managing evolving standards

Prevent issues by adopting the ISO 20022 standard, widely used in the industry, for both announcing corporate actions and managing related communications. Our solutions aggregate and transform data provided by custodians holding customer funds to help mitigate risks and integrate new standards.

Data Management, made simple

Related products and services

Explore our the other product applications to find the right solution for your business

Connect Cloud Message Services
Connect Cloud STP
Pulse Data
Prime EDM
Connect Cloud Payments

our solutions

Explore our other
data management use cases

Free up time to focus on more important tasks
library-books

Gresham’s Control is easy for our business users to adopt and use. The application’s controls around signoffs, designating reconciliations to different staff, and data collection have made our process more efficient and seamless, and our team more self-sufficient.

Vice President of Operations  |  Investment Management Firm

Resolve matching problems and manage data exceptions
library-books

Our recent success and go-live with Gresham’s Control Cloud and the prompt yet comprehensive Proof-of-Concept (PoC) meant the decision to expand our use to include Connect Cloud was easy.

Head of Operations Payments  |  Cash and Securities Provider

Leverage richer data whilst staying compliant
library-books

Why should any payments firm build this in-house when there is a specialist like Gresham that focuses on it exclusively? Connect Cloud really takes the pain out of message formatting and simplifies the message transformation space.

Product Manager  |  Global FinTech Company

Unmatched efficiency across the entire operations function
library-books

The solution allows us to focus on more strategic work. We are now able to manage the exceptions rather than all the manual heavy lifting we were having to do before the switch. It meant that we were able to manage a broader estate of recs ourselves without involving IT and tech experts from the previous vendor.

Operations Lead  |  Global Asset Manager

Delivering transformation and return on investment
library-books
We have significantly improved transparency and governance around reconciliation design principles leveraging some of the state-of-the-art functionalities of Control Cloud. Given the complex nature of our architecture am proud that this is one of the very few project that was steered to the finish line achieving the return on investment made.

Project Lead  |  Global Investment Bank

Explore our customer success stories

Insights, made simple

Deep dive into an array of topics and opinions shared by our domain experts. Learn more from articles online or subscribe to our monthly newsletter on LinkedIn.

30 October 2024

Transform Financial Operations with Data Modernization ...

29 October 2024

What is Reference Data Anyway?

29 October 2024

Towards a Data Bill of Rights

29 October 2024

Total Cost of Ownership for Data Management

29 October 2024

TopicalTimeSeries: A Closer Look at Some of the Key Tim...

29 October 2024

The Case for SBOR – Does the Buy-Side Need (Yet) Anothe...

29 October 2024

Tackling Growing Pains: ESG Data Management is Coming o...

28 October 2024

Open-Source and Cloud: A Power Couple in Financial Serv...
Frequently asked questions

How can machine learning improve corporate actions data processing?

Machine learning can enhance corporate actions processing by automating pattern recognition in complex narratives, predicting outcomes for similar events and reducing manual intervention. This leads to faster, more accurate processing and better adaptation to new event types.

What are the implications of missed or mishandled corporate actions?

Mismanaged corporate actions can result in financial losses, reputational damage, regulatory fines and increased operational costs. These issues can significantly impact a firm's profitability and market position.

How does global market diversity affect corporate actions management?

Global markets introduce challenges like varying regulations, different market practices, time zone issues and language barriers. Effective management requires a flexible system capable of handling diverse inputs and outputs across multiple jurisdictions.

What role does blockchain technology play in corporate actions management?

Blockchain can provide a single source of truth for all stakeholders, enabling real-time updates and reducing reconciliation efforts. It enhances transparency and auditability, potentially streamlining compliance and improving trust in the corporate actions process.

How can firms measure the effectiveness of their corporate actions data management?

Firms can use key performance indicators such as straight-through processing rates, time to market for new event types, error rates, correction times and client satisfaction scores. These metrics help assess efficiency, accuracy and overall system effectiveness.