engage
Why Brokers Choose Engage
Corporate Actions are high-risk, time-sensitive, and operationally complex—especially when clients need to respond across multiple event types and deadlines.
Engage helps brokers and investment teams
De-risk elections and instructions with a structured, auditable workflow
Improve participation and client engagement through digital communications and self-service
Ensure consistency across value events, meetings, and electives
Reduce manual intervention while maintaining full transparency and control
Deliver a better client experience under your own brand
End-to-End Corporate Actions Coverage
Engage supports the full range of Corporate Action types, including:
Meetings (AGM, SGM, GM)
Value Events (IPOs, Rights Offers, Offers, Electives and more)
Mandatory Events (ensuring clients have a single source of truth, even when no election is required)
Institutional
& CIB Coverage
Trusted by Corporate and Investment Banking (CIB) teams to support low-volume, high-value, high-risk Corporate Actions for institutional investors such as pension funds, asset managers, and other large beneficial owners.
Institutional Corporate Actions require stricter governance, stronger auditability, and consistent controls across complex elections and tight deadlines. Engage provides a structured, end-to-end workflow designed to support these requirements which helps teams reduce operational risk, improve instruction compliance, and maintain a complete audit trail from event publication through to final results submission.
Where required, engage can be deployed as a focused institutional capability for complex elections, and when paired with Marble Asset Accounting, it can support additional complexity such as prime broking and lending impacts on Corporate Actions processing and elections.
Key capabilities
Corporate Event Discovery
A combination of automation and operational oversight ensures your clients never miss a Corporate Action.
Proxy Voting & Cash Elections
Digitise participation across meetings and elective events—removing the risk and inefficiency of paper-based workflows while maintaining auditability.
Data Upstream & Integration
Daily holdings and CRM data feeds keep eligibility accurate and up to date. Results can be integrated into upstream providers and systems.
Integrated Results Reporting
Results reporting can be delivered End-of-Day (EoD) or End-of-Event (EoE) based on your preference we support downstream integration and reducing operational risk.
Research Recommendations (Optional)
Engage supports internal research teams by enabling recommendation uploads, which can be applied to eligible beneficial owners as part of the default election process.
