Fidelity Corporate Actions Solutions

We provide a comprehensive suite of enriched data, workflow tools, and support from analysts and technology experts to efficiently manage the lifecycle of a corporate action.

Choose a Solution that Best Meets Your Needs

  • Announcement Capture & Validation

    Edits, synthesizes, and reformats corporate actions announcements into a composite record. Access to multiple commercial data sources, highly skilled analysts, and leading-edge technology.

  • Event Management

    Combines validated, market-level information with a client's custodian or proprietary data. This configurable solution produces a composite corporate actions summary record and provides a dashboard to monitor key event dates and manage exceptions.

  • Election & Instruction Management

    Comprehensive end-to-end notification and response workflow tool that increases efficiency and controls risk by automating portfolio manager notifications and custodian instructions. The risk management dashboard provides greater transparency and enhances operational controls.

  • Entitlements & Reconciliation

    Calculate entitlements based on configurable templates by event type and country and interfaces with downstream systems to automate entitlements processing and the blocking and unblocking of share entitlements. Payments from custodians, agents, or depositories are  reconciled against calculated amount and discrepancies are identified for resolution.

Highlights

Analysts and in-house technology staff are available for research and support, 24/7.
  • Empower Client Growth

    Scalable modular technology which enables growth in both volume and complexity of corporate actions events.

  • Optimize Data

    Service-based subscription offering that delivers enriched, customized, and highly usable content to support investment decision making, identify operational priorities, and manage workflow.

  • Automates Workflow

    Workflow management tools that deliver automation to facilitate straight-through processing that keep pace with the latest industry standards and protocols.

About Us

Simplifying the Complex World of Global Corporate Actions

Fidelity Corporate Actions Solutions is a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of an event and give clients the confidence they need to effectively process this time-sensitive information. We are a Fidelity Investments company and focus on quality, service excellence, and continual investment to meet the evolving needs of the clients we serve around the globe. We are also a service provider to many business units within Fidelity.

Meet Our Leaders

  • Sean Cain Product Management and Operations Sean Cain is the Director of Product Management and Operations for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He is responsible for leading the product strategy and new product development for multiple product lines including a corporate action data validation service and an end-to-end workflow platform.
  • Bill Chave Client Services Bill Chave is the Senior Director of Client Services for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He manages the FCAS Client Service Team which is responsible for ensuring the overall satisfaction of our clients across our data and software products.
  • Will Dolan Head of Fidelity Corporate Actions Solutions Will Dolan is Head of Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He is responsible for leading the company's strategy and day to day operations, managing the growth and scalability of the business, as well as leading the executive team.
  • Quinnie Luong Product Quinnie Luong is a Director for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. She is responsible for helping with development and execution of the product strategy and roadmap and set priority for product initiatives to deliver value to clients and prospects.
  • John MacCune Client Experience John MacCune is Vice President of Client Experience for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. He also has responsibility for the overall client experience leading the client support functions which include relationship management and the day to day support provided to clients by the Client Service Team.
  • Michael Schrader Finance Michael Schrader is Vice President of Finance for Fidelity Corporate Actions Solutions, a Fidelity Investments company. He is responsible for all financial operations, strategic planning, pricing strategy, client & vendor billing and contract management.
  • Evelyn Tan Technology Evelyn is responsible for the direction, strategy and delivery of the technology platform supporting the wide spectrum of our product and service offerings. She also has responsibility for the Corporate Actions Technology supporting Fidelity's Brokerage Operations.
  • Kelley Warner Sales and Marketing

    Kelley Warner is a Product and Services Consultant in the Sales and Marketing Team for Fidelity Corporate Actions Solutions, a Fidelity Investments Company. She is responsible for new client acquisition for multiple product lines and executes on marketplace brand awareness. She proactively consults with prospects, gaining a deep understanding of the business, explains technical and application features, articulates benefits and recommends solutions that will add value to organizational objectives and is a key contributor to the business development strategy of the FCAS organization.