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Prepare your firm for compliance with T+1 or even T+0 with corporate actions, onboarding, and tax solutions that transform the speed, flexibility, and accuracy of your legacy and recently deployed systems as you prepare for May 28, 2024.
For U.S and non-U.S firms, the shift to T+1 can mean streamlining processes, risk reduction, enhanced liquidity etc., however it also brings challenges, including operational risks, additional cost, reputational risk, potential non-compliance, and funding implications.
To achieve maximum efficiency in a T+1 environment, buy & sell-side firms need to quickly on-board clients, streamline their post-trade legacy systems/processes that drive settlement and corporate actions, and automate their tax operating model.
S&P Global Market Intelligence can help you meet the fast-approaching deadlines for T+1 with solutions that can streamline client onboarding, integrate with legacy systems, transform efficiency in post trade processing and achieve full automation in tax management.
Key benefits
World-leading technology
Trusted solutions deliver robust automation, customized workflows, and enhanced visibility.
Rapid implementation
Proven processes and flexible low-code and no-code solutions accelerate the implementation process.
Expert Managed Services
Outsourced and managed service options support the accuracy, speed, and scalability of your processes.
Read our T+1 industry report
Explore our solutions
Enhance visibility, accuracy, speed, and capacity within your legacy environment. Using smart integration and onboarding accelerators, we can help your firm streamline existing processes and achieve T+1 settlement in weeks, not months.
Corporate Actions Solutions for T+1
Enhance legacy systems with low-code automation, data validation, and direct connectivity with the U.S. market infrastructure.
Client On-boarding Solutions for T+1
Automate and centralize the storage and distribution of account data and documentation, including SSIs, to provide customers with transparency into accounts’ ready to transact status.
Tax Solutions for T+1
Scale and streamline tax compliance align it with T+1 requirements across all jurisdictions and regulatory obligations.
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Watch our recent T+1 webinar on-demand
Experts
Marjorie Chee
Marjorie is responsible for overseeing the Managed Services business within Regulatory & Compliance, which services includes conducting regulatory outreach to providing full KYC support on behalf of our clients. Previous to this role, Marjorie ran the KYC Services business that was designed in partnership with leading global financial institutions to create an industry approach for streamlining Know Your Client requirements. From 2002-2015, Marjorie worked at Goldman Sachs holding multiple senior positions in both AML Compliance and Client Onboarding in New York and London; she has developed global CIP and EDD policies across various entity types, implemented a QA and training programs for Institutional On-boarding, and was central point of contact for internal and external regulatory audits.Marjorie studied economic history and earned a Bachelor of Arts from the University of Pennsylvania, United States.
Thought Leadership / News
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