Reducing Risk in Corporate Actions with Automated Workflows

For banks and wealth managers, managing corporate action communications is often one of the most resource-heavy and stressful processes. Every notice must be accurate, timely, and delivered in the client’s preferred language, while also adapting to different types of corporate events. Manual processes, paperwork, and repeated checks make this task both complex and costly.

MozaIK’s corporate actions module has been designed to eliminate these challenges and turn a traditionally painful process into a streamlined, automated workflow.

Turning Complexity into Simplicity

Corporate action events, whether voluntary or mandatory, require banks to communicate clearly and consistently with clients. With traditional methods, generating multiple notice letters, coordinating reviews, and managing manual updates are required. Errors or delays can quickly damage trust.

MozaIK changes this dynamic by automating the creation and distribution of corporate action notices. The system ensures that each notice is generated based on event triggers and instantly delivered in the client’s chosen language. This reduces manual workload while ensuring consistency and compliance.

Key Benefits of the Corporate Actions Modules

• Automated notice generation: Letters are created automatically based on corporate action events.
  
• Multilingual support: Notices are delivered in each client’s preferred language.
  
• Review & edit flexibility: Institutions can validate or enrich notices before publishing.
  
• Supports all event types: From mandatory to voluntary, the module adapts seamlessly.
  
• Operational efficiency: Frees teams from time-consuming manual processes.
  
• Enhanced client trust: Every communication reflects accuracy, transparency, and reliability.
  

Beyond Time Savings

While automation saves significant time, MozaIK delivers more than efficiency. The module enables banks to enhance communications with additional insights, offering clients a true value-added service. This turns what was once an operational burden into an opportunity to strengthen relationships.

In an environment where regulations and client expectations evolve quickly, MozaIK also provides the flexibility to adapt. From managing coupon responses to ensuring compliance with developing standards, banks can remain agile without compromising quality.

A Smarter Way to Handle Corporate Actions

What was once seen as an “operational nightmare” for banks can now become a strategic advantage. By integrating MozaIK’s corporate actions modules, institutions reduce risk, cut costs, and elevate the client experience, all while ensuring compliance with industry standards.

With MozaIK, corporate action communications are no longer a source of stress but a driver of efficiency and trust.