Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the wealth management industry, the processing of mandatory and voluntary corporate actions has remained stubbornly manual. This manual approach leads to inefficiencies, increased business risks, and poor user experiences.

The white paper examines the problems with today’s corporate actions lifecycle, who is most affected, and the challenges they experience. It explores the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing.

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BetaNXT Modernizes Corporate Actions Experience

BetaNXT has unveiled a suite of capabilities designed to address the complexities and demands of today’s corporate actions landscape. Leveraging the DataXChange platform and BetaNXT’s investor communications, securities processing, and tax and cost basis accounting services, the comprehensive approach automates and streamlines the complex processes associated with corporate actions, providing modular functionality tailored to the unique needs of retail and advisor-based financial institutions.