Corporate Actions

Automate processes to improve productivity.

The enormous volume and variety of corporate actions poses significant challenges in matching multiple, disparate data formats and content, making it difficult to efficiently keep track of corporate actions events that may affect decision-making. Asset managers face significant regulatory and legal risks as well as costs to beneficial owners for suboptimal decisions in corporate actions.
Appian enables asset managers to gain visibility into complex processes and interactions across the lifecycle of corporate action transactions.

Features at a glance:
  • Gain visibility with a single, unified view of all corporate events that affect client portfolios
  • Unify and extend systems with Intelligent Automation
  • Reduce exposure to losses or missed events by eliminating reliance on email or similar manual tools
  • Ensure consistency with the power of Appian Records for comprehensive data management