Acuity

Problem Statement

The management of an increasingly complex corporate actions process, particularly when dealing with high volumes and limited experienced resources, poses a significant challenge for asset managers. As the financial landscape evolves and becomes more intricate, the need to effectively systematize and streamline operations becomes crucial for maintaining efficiency and accuracy within the corporate actions domain.

Additionally, adopting robust risk management strategies, enhancing staff training and development, and implementing scalable technologies can contribute to establishing a more resilient and adaptable framework for managing the growing complexities within the corporate actions landscape.

By recognizing the challenges and proactively addressing them through a combination of strategic planning, technological advancements, and specialized expertise, asset managers can navigate the complexities of the corporate actions process more efficiently and ensure the continued success of their operations.

Solution

Digitized Workflow
The dashboards provide managers and staff with a clear and up-to-date view of the status of each event, approaching deadlines, and resource capacity. This real-time insight can aid in decision-making and resource allocation. It allows for the automation and streamlining of workflow processes, making it more efficient and reduces manual tasks.

Communication via SWIFT

The ability to communicate via the SWIFT network for both inbound and outbound messaging with third-party custodians is critical for effective and secure communication in the financial industry. It ensures that information is exchanged in a standardized and secure manner.

Intuitive Election Panels

These panels provide a user-friendly interface for making choices and decisions related to corporate actions. Having both detailed and condensed data options ensures that users can access the level of information they need.

Customizable platform

A platform that can be customized to meet the unique requirements of each asset manager is invaluable. Financial institutions often have specific needs, and a flexible platform can adapt to these needs without significant modifications.

Why Acuity

SWIFT Accreditation and Communication Protocol: SWIFT is an industry-standard messaging network in the financial sector. Acuity's SWIFT accreditation and communication protocol mean that it can seamlessly integrate with the SWIFT network for secure and standardized communication with other financial institutions and custodians.
Data Normalization and Gold Copy Designation: Data normalization is crucial for ensuring consistency and accuracy in financial data. The "Gold Copy" designation implies that Acuity can maintain a trusted and authoritative version of financial data, reducing errors and discrepancies.
Interactive Dashboard: The interactive dashboard provides real-time visibility into corporate actions, which is essential for making timely decisions and optimizing resource allocation. Both managers and staff can benefit from this feature.
Integrated Election Panel: The integrated election panel with full event details offers a user-friendly interface for making election choices and decisions related to corporate actions. Having detailed information readily available can help users make informed choices.
Dedicated Access and Interface: Providing dedicated access and interfaces for front and middle office users indicates that Acuity caters to the specific needs of different roles within an organization, ensuring that each user has access to the information and tools they require.
Proxy Voting: The ability to process and track proxy voting is essential for asset managers and financial institutions to fulfill their responsibilities as shareholders and investors in various companies.
Standard Suite of Reports: Offering a standard suite of reports can save time and effort in generating necessary documentation and reporting for regulatory or internal purposes.
Customizability: The ability to customize the platform for each client is a significant advantage. Financial institutions often have unique requirements and workflows, and a customizable platform can adapt to these specific needs without major modifications.
Bank Loan Amendment: This feature is essential for asset managers involved in lending or investing in bank loans. It streamlines the process of managing loan amendments and ensures that changes are accurately recorded and executed.

Acuity offers a comprehensive suite of features that are crucial for asset managers and financial professionals. Its SWIFT accreditation, data management capabilities, interactive dashboards, and customization options make it a robust choice for optimizing corporate actions and related processes in the financial industry.