The FIS Asset Servicing Management Suite has been launched by the global fintech company FIS, addressing the fragmented and complex workflows that financial institutions face in asset-servicing operations. The new suite brings together corporate actions processing, proxy voting, class-action claims management, operational claims and tax reclaims under one integrated platform.

Global financial technology leader FIS has announced the launch of its comprehensive Asset Servicing Management Suite, a cutting-edge solution designed to simplify, automate, and unify the complex workflows that financial institutions face across the asset-servicing lifecycle. The platform addresses one of the most pressing challenges in the capital markets—fragmented systems and manual processes that increase operational risk and slow down efficiency.

This strategic launch reinforces FIS’s commitment to digital transformation in post-trade operations and marks a significant advancement in how banks, custodians, and asset managers handle critical servicing functions such as corporate actions, proxy voting, class-action claims, tax reclaims, and operational claims.

By bringing all these workflows into one powerful, integrated ecosystem, the FIS Asset Servicing Management Suite sets a new standard for automation, transparency, and control in back-office operations.

Bridging the Gaps in Modern Asset Servicing

In today’s capital markets, asset servicing is one of the most intricate and risk-prone functions. Financial institutions manage massive volumes of data, thousands of corporate actions, and countless client entitlements across global markets every day. Traditionally, these workflows are handled by multiple standalone systems—each performing one piece of the process.

This fragmented setup creates operational silos, data inconsistencies, and manual bottlenecks that can lead to missed deadlines, inaccurate reporting, and even financial losses. Moreover, compliance and client expectations are rising, placing immense pressure on back-office teams to deliver faster, more accurate, and more transparent servicing.

FIS recognized that the solution lies in unification and automation—integrating all asset-servicing functions under one consistent data layer and process model. The Asset Servicing Management Suite achieves exactly that. It replaces patchwork operations with a centralized, intelligent platform that gives institutions complete visibility into their servicing obligations, event status, and performance metrics in real time.

Core Capabilities and Features of the Suite

The FIS Asset Servicing Management Suite is not just an upgrade—it’s a comprehensive transformation tool. It consolidates five core areas of asset servicing into a seamless ecosystem designed to eliminate redundancy and reduce error-prone manual interventions.

1. Corporate Actions Processing

The platform introduces advanced automation in managing corporate actions such as dividends, mergers, rights issues, and spin-offs. By reducing manual touchpoints, it ensures accurate event capture, entitlement calculation, and timely execution. FIS’s algorithms automate data validation and reconciliation, giving institutions real-time visibility into their entire event pipeline.

2. Proxy Voting and Shareholder Engagement

Proxy voting is a critical yet time-sensitive process that often involves coordination across multiple intermediaries. FIS’s proxy module simplifies and accelerates this process, providing a secure, auditable workflow for managing shareholder meetings and vote execution. Institutions can now manage multiple jurisdictions and regulatory requirements while maintaining full transparency and compliance.

3. Class-Action and Operational Claims Management

Missed or mishandled claims represent lost revenue opportunities for investors. The suite automates claims identification, submission, and tracking—whether related to class-action settlements or operational disputes. Automated alerts, audit trails, and integrated documentation ensure recoveries are maximized and accurately processed.

4. Tax Reclaims Management

Cross-border taxation is one of the most complex aspects of asset servicing. The tax module within the suite simplifies this process by embedding tax-reclaim automation and workflow tracking. Institutions gain the ability to manage withholding tax reclaims globally, reduce errors, and ensure timely submissions—all while remaining compliant with changing regulations.

5. Unified Platform Design and Data Integration

Perhaps the most transformative element is the unified data architecture. All modules—corporate actions, proxy voting, claims, and tax—operate on a single data layer. This eliminates silos and provides a consistent, real-time view of servicing activities across markets and asset classes. Integration APIs enable easy connectivity with existing systems, ensuring institutions can adopt the suite without complete system overhauls.

The Strategic Rationale: Why FIS Built This Suite

The asset-servicing landscape is under significant pressure. Market volumes are increasing, client demands are intensifying, and regulatory expectations for transparency are growing stricter. Yet, many institutions still rely on outdated, disconnected legacy systems and manual processes.

FIS designed its Asset Servicing Management Suite to help financial institutions transition from reactive operations to proactive intelligence-driven servicing.

The suite delivers:

• Operational resilience by automating and standardizing critical workflows.

• Regulatory readiness through auditability, data lineage, and compliance tracking.

• Client service improvement via faster event handling and real-time reporting.

• Cost efficiency by consolidating multiple systems and reducing vendor dependencies.

By addressing these pain points, FIS is empowering back-office teams to focus on strategic analysis, client engagement, and innovation—rather than routine administrative tasks.

Key Benefits for Financial Institutions

The benefits of FIS’s integrated platform extend across operational, financial, and strategic dimensions.

1. Risk Mitigation and Control

Centralizing data and workflows reduces the chance of missed events, incorrect payments, or failed reporting. Built-in validation and exception management tools enhance accuracy and compliance monitoring.

2. Enhanced Efficiency and Automation

Automation replaces manual steps in event processing, voting, and tax reclaims—reducing operational workloads and turnaround times. Teams can process higher volumes without proportional increases in staff or costs.

3. Improved Transparency and Oversight

Institutions gain a holistic, 360-degree view of their servicing operations across geographies, asset types, and clients. Managers can track performance metrics, generate real-time dashboards, and proactively identify risk areas.

4. Scalability and Future-Readiness

The modular, API-driven design supports easy expansion as business volumes grow or new regulations emerge. FIS’s architecture enables scalability without disruptive reimplementation.

5. Cost Optimization

By unifying functions that were previously handled by separate systems or third-party providers, financial institutions can significantly reduce technology maintenance costs and vendor management overhead.

Market Context: Asset Servicing in a Time of Transformation

The timing of this launch could not be more relevant. Across global financial markets, asset servicing is evolving from a traditional back-office function into a strategic differentiator. As data volumes soar and investors demand more transparency, institutions that can deliver efficient, error-free, and timely servicing gain a competitive advantage.

Regulators worldwide are also increasing scrutiny around reporting accuracy, auditability, and client communication. In this context, manual workflows and fragmented data are no longer sustainable.

Industry analysts suggest that the next decade will see a major shift toward integrated servicing ecosystems—cloud-enabled, AI-assisted platforms that can process corporate events, voting, and claims at scale. FIS’s suite positions it at the forefront of this transformation, aligning its offerings with future regulatory and client demands.

Competitive Implications and Industry Impact

With the introduction of the Asset Servicing Management Suite, FIS is signaling a bold move into territory traditionally dominated by a mix of niche providers and in-house legacy systems. Its approach—comprehensive integration, automation, and data unification—sets a new industry benchmark.

Competitors may now need to enhance their interoperability, streamline user interfaces, and offer stronger data integration capabilities to match FIS’s end-to-end proposition. For financial institutions, the availability of a single-provider platform could simplify vendor landscapes, accelerate digital transformation, and enhance return on technology investment.

The suite also strengthens FIS’s broader capital markets portfolio, complementing its trading, risk management, and settlement solutions. This end-to-end coverage—from trade execution to post-trade servicing—positions FIS as a one-stop partner for financial institutions seeking modernization.

Implementation Insights for Institutions

For institutions considering adopting the suite, careful planning and phased implementation are key. Key steps may include:

1. Assessment of Current Systems: Map existing asset-servicing tools, data sources, and workflows to identify overlaps and inefficiencies.

2. Integration Planning: Evaluate how the FIS suite can connect with current systems such as custody platforms, accounting engines, and client reporting tools.

3. Data Migration and Validation: Establish governance around data accuracy and completeness during migration to the unified platform.

4. Training and Change Management: Equip teams with new skills and ensure operational alignment across departments.

5. Continuous Optimization: Use real-time analytics and performance dashboards to identify ongoing improvements post-deployment.

The result is a smoother, faster, and more transparent servicing model aligned with global best practices.

The Broader Vision: FIS and the Future of Asset Servicing

Beyond the immediate functionality, FIS’s vision extends to intelligent automation and data-driven servicing. Future enhancements are expected to leverage artificial intelligence, predictive analytics, and machine learning to further optimize event handling and risk detection.

As the line between front-, middle-, and back-office operations continues to blur, the need for end-to-end data consistency becomes paramount. FIS’s unified approach lays the groundwork for this next stage of operational evolution, where every servicing decision—from entitlement calculation to tax recovery—is informed by integrated intelligence.

Conclusion: Redefining Operational Excellence in Asset Servicing

The launch of the FIS Asset Servicing Management Suite represents more than a product release—it’s a transformational step toward redefining operational excellence in financial services.

By consolidating core asset-servicing functions, automating complex workflows, and enabling seamless data integration, FIS empowers institutions to operate with greater agility, transparency, and control.

In an era where efficiency, compliance, and client experience are equally critical, this platform positions FIS and its clients at the forefront of financial innovation. As the asset-servicing landscape continues to evolve, unified solutions like this will be central to shaping the industry’s next generation of operational success.

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