The new end-to-end solution maps the multiple data inputs needed to evaluate reporting obligations, and simplifies workflow interactions via an intuitive interface
CDI combines AI and fund reporting experts to interpret, organise and transform documents into discoverable information for fund managers, fund types and asset owners
HSBC Australia’s clients will experience near real-time ballots, improved market deadlines and instant delivery of votes in relation to shareholder meetings
Issuers can use built-in Artificial Intelligence on Broadridge Investor Insights to help identify opportunities for increased investor engagement in the voting process
21 March 2024UK, US, Germany Reporter: Sophie Downes
Broadridge’s platform will support the bank to meet the evolving requirements across multiple regulations, including MiFID, FinfraG, EMIR Refit and SFTR
The first phase of the pilot, completed in December 2023, tested new inbound automated messages for processing corporate actions. Phase 2 is scheduled to start in Q3 2024, where participating firms will test a modernised corporate actions portal
