Agentic Corporate Actions Processing

This professional services engagement helps financial institutions get started with or extend their use of Microsoft Power Apps by modernizing and automating corporate actions operations through low-code applications, workflow automation, and AI-enabled decision support. Zensar provides the expertise, implementation capabilities, and industry know-how required to build Power Apps solutions that streamline notice processing, entitlement calculations, election management, exception handling, and operational oversight while integrating seamlessly with existing corporate actions platforms.

The engagement enables customers to leverage Power Apps as a unified operational workspace for corporate actions teams, providing a centralized experience for reviewing notices, managing exceptions, approving recommendations, tracking election responses, monitoring processing status, and resolving breaks. By combining Power Apps with Microsoft Power Platform and Azure AI services, organizations can improve operational efficiency while ensuring human oversight remains embedded throughout critical decision-making processes.

Whether organizations are beginning their Power Apps adoption journey or expanding existing Power Platform investments into capital markets operations, this service provides architecture design, solution implementation, governance guidance, workflow automation expertise, and user enablement to accelerate value realization.

Power Apps-Enabled Corporate Actions Framework

The solution delivers a Power Apps-based operational layer that supports the corporate actions lifecycle from notice ingestion through event closure. Users can review interpreted notices, validate extracted information, manage elections, investigate exceptions, approve entitlement calculations, and track operational KPIs through intuitive Power Apps interfaces.

Power Apps workflows support analyst review, approvals, escalation management, exception routing, deadline tracking, and auditability, ensuring that operational teams retain full control over event processing while benefiting from intelligent recommendations and automation.

Core Capabilities Use Power Apps to provide a centralized workspace for corporate actions operations Consolidate notice processing, election management, entitlement review, and exception handling into a unified experience Automate workflows for analyst reviews, approvals, escalations, and event tracking Enable operational teams to review extracted notice information and manage confidence-based exceptions Support entitlement calculation review with transparent processing and audit trails Manage election lifecycles, response tracking, notifications, and deadline monitoring Facilitate break investigation and exception resolution workflows through guided operational processes Maintain complete auditability, governance, and operational reporting across the corporate actions lifecycle Professional Services Scope Corporate actions process assessment and modernization strategy Power Apps solution architecture and design Integration with existing corporate actions, custody, and back-office systems Workflow automation using Power Platform capabilities User experience design for operations, compliance, and supervisory teams Governance, security, and access-control configuration Reporting and operational dashboard implementation User training, knowledge transfer, and adoption enablement Key Customer Outcomes Get started with Microsoft Power Apps for corporate actions process modernization Extend existing Power Apps deployments into capital markets and operations workflows Improve analyst productivity through centralized operational experiences Accelerate notice processing, election management, and exception handling Enhance visibility into event status, deadlines, and operational risks Reduce manual operational effort through workflow automation and guided processes Establish scalable governance and audit-ready operational controls Maximize the value of Microsoft Power Platform investments across middle- and back-office operations

This engagement provides financial institutions with a practical and scalable approach to adopting or expanding Microsoft Power Apps, enabling corporate actions teams to streamline operations, improve transparency, and increase operational efficiency while maintaining the human oversight required for critical financial processes.