AI Agents Dashboard
13 intelligent agents covering custody and asset servicing end-to-end
Total Processed
287,262
Pending Items
188
Active Alerts
20
Automation Rate
97.3%
Safekeeping & Positions
Maintains the custody ledger and holdings record across every market and sub-custodian
Corporate Actions
Captures mandatory and voluntary events, calculates entitlements, and processes elections
Income & Tax Reclaim
Collects dividends and interest, and files withholding tax reclaims across jurisdictions
Proxy Voting & Class Actions
Executes proxy voting instructions and tracks eligibility for securities class actions
Securities Reference Data
Maintains the golden-source security master, validated across multiple vendor feeds
Sub-Custodian Network
Monitors the global sub-custodian network for SLA adherence and settlement performance
Settlement Support
Matches and confirms custody-side settlement instructions against trade and custodian records
Fund Services & NAV
Supports fund administrators with position and pricing feeds for NAV calculation
Regulatory & Tax Reporting
Prepares FATCA/CRS, tax pooling and cross-border regulatory disclosures
Data Exception Management
Automates unstructured data capture and resolves exceptions across every servicing workflow
Client Reporting
Generates holdings statements, transaction reports and custom client reporting packs
Cash & FX Management
Tracks custody cash balances, sweep thresholds and FX needs for settlement and income
Client Onboarding
Sets up new custody accounts, static data and market-entry documentation
Live Activity
Real-time agent actions
Flagged unclaimed dividend entitlement on Nordvik Shipping AS — election closes in 2 days
Escalated French withholding tax reclaim for Fund XI — statute-of-limitations in 11 days
Detected SLA breach at Singapore sub-custodian — settlement confirmation delayed 3 hours
Cross-checked 218,430 instruments overnight, flagged 1 coupon-rate mismatch
Generated Q3 holdings statements for 3,204 accounts, zero manual touches
Submitted votes for Nestle SA AGM per house policy, 5 days ahead of deadline