Case Study: Largest Financial Institution achieves automated shareholding disclosure with FundApps

Largest Financial Institution - Customer Case Study

Largest Financial Institution, a Nordic asset manager with banking, asset management, and wealth management operations, needed a better way to manage shareholding disclosure. Their process was highly manual and time-consuming, and they relied on local legal counsel across multiple jurisdictions to determine when and how to disclose.

FundApps provided its Shareholding Disclosure platform to automate global disclosure monitoring and workflows. The solution, backed by a comprehensive rules package, in-house regulatory expertise, and a cloud-based interface, is being implemented to help Largest Financial Institution disclose on time, more efficiently, and with fewer mistakes, while reducing reliance on local legal support.