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GLOBAL - RFI for Corporate Action Solution Platform

New YorkNew YorkDue Friday, June 19, 2026
Client
New York
RFP Number
SW-114143
Posted
5/19/2026
Category
Software, System and Application
Budget
Looking for Proposals
NAICS
Set-aside
Contact

Description

AI Generated

The issuing agency is seeking a corporate action solution platform to support the automation and end-to-end management of corporate actions processing. The agency needs to integrate this platform with its existing OIM systems, including transactional databases and custody, to enhance data accuracy and streamline entitlement processing. This integration must also enable SWIFT-based communication with custodians and ensure timely availability of information for election decision-making. The project covers corporate actions event management and data processing to provide accurate, validated data with centralized event management and notifications. The scope also includes automated entitlements processing and support for voluntary and mandatory events, featuring election workflows and decision support. Additionally, the platform must deliver workflow automation, operational reporting with KPI dashboards, secure system access, configurable notifications, and scalability to support future growth. Bidders from any worldwide location are eligible to participate in this procurement. The selected vendor will perform all work offsite. The agency is looking for budget proposals and requires bidders to submit their responses digitally via email or online.

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