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Managed Services for Network and Regulatory Solutions

Learn more about Managed Services for Network and Regulatory Solutions
Get in Touch
Get in Touch
Scale, seize opportunity, and accelerate growth.

For decades, financial market participants, including global and regional banks, sell sides, and corporates, have relied on Managed Services for Network and Regulatory Solutions to help them scale operations flexibly, enhance revenue enablement, and manage financial and reputational risk.

From on-demand capacity creation to robust managed process, Network and Regulatory Solutions are supported by ground-breaking workflow technologies, delivered by a global network of 500+ domain experts, enriched by one of the world's largest sources of transactional data, and informed by insights and best practices generated by the world's largest network of cross-asset-class market participants.

Build capacity and enhance expertise with trained experts, process improvements, and flexible service engagements for complex financial operations including client onboarding, tax, regulatory reporting, third-party risk management, and corporate actions.

Submit a Request For Proposal Please submit your RFP to find out how we can help you deliver what you need today and help you prepare for a successful tomorrow.
SUBMIT RFP
Empowering new possibilities Enhance your firm's efficiency, compliance and reputation with an end-to-end outsourced managed service, access to leading market data and a proven delivery model powered by a network of highly experienced operational and regulatory experts.
REQUEST INFORMATION
Speak to one of our Managed Services experts today Want to learn more about our Managed Services for Network and Regulatory Solutions? We invite you to register to speak to one of our experts!
MEET OUR EXPERTS

Flexible Service Models

Our flexible approach helps you from the early stages of implementation by enabling tailored engagements to the specific needs and all the way to delivering and preparing a successful path ahead.

Process Review

Enhance the speed, resilience, accuracy, and diligence of your regulatory processes. Our operational specialists review your workflows, measure your outcomes against global performance benchmarks, and identify opportunities for optimization and transformation.

Capacity Creation

Augment the capacity of your in-house team. Our highly trained and talented resources integrate seamlessly with your preferred processes and technologies to help you manage cyclical or fluctuating workload.

Managed Process

Streamline risk and regulatory workflows, transform the customer experience, and enhance revenue enablement. Supported by S&P Global Market Intelligence's world-leading technologies, processes, and data, your dedicated service team is fully accountable for outcomes and deliverables.

Managed Services for Network and Regulatory Solutions

WATCH THE VIDEO
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Service Domains

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Client/investor onboarding

Streamline client or investor onboarding to facilitate trading sooner and enhance the onboarding experience.

Counterparty outreach

Access a dedicated team of experts to manage and track counterparty or custodian outreach, documentation, and communication.

AML and KYC compliance

Enhance compliance with AML and KYC regulatory requirements while reducing the operational burden.

Tax regulatory compliance

Scale and streamline increasingly complex tax processes to maximize compliance and minimize costs.

Tax withholding and reporting

Streamline form validation, withholding rate calculations, and information return reporting.

Third-party risk management

Transform your TPRM program and manage third-party risks and relationships more efficiently.

Corporate actions management

Reduce costs and streamline the collection, validation, and dissemination of trusted corporate actions data.

Trade and transaction reporting

Meet post-trade, multi-jurisdictional regulatory reporting regimes with a web-based analytics platform.

Post-trade processing

Optimize efficiency and regulatory compliance in post-trade processes across asset classes.

Regulatory change management

Implement new compliance processes and controls with access to leading expertise, workflows, and technologies.

Accelerate loan closing

Streamline loan operations and workflows across the entire entity and trade lifecycle including tax, onboarding and KYC and create capacity to grow your business.

Technologies

Managed Services for Network and Regulatory Solutions managed services are enhanced by world-leading, proprietary data and workflow technologies.

Counterparty Manager
Manage the workflow for onboarding, KYC, credit, tax and legal review.
Learn more
KY3P
Onboard, evaluate, monitor, and manage third-party vendors transparently.
Learn more
Tax Solutions
Scale, streamline, and reduce the costs of global tax compliance processes.
Learn more
IMActions
Monitor and manage the risk and complexity of corporate actions operations.
Learn more
Loan Platforms

Automation and settlement tools for the complex syndicated loan asset class

Learn More

Managed Services case study: Leading inter-dealer broker manages industry outreach

LEARN MORE

Managed Services case study: Leading German institution manages international KYC through S&P Global Managed Services

LEARN MORE
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Thought Leadership

  • alt text

    Read the 'Demystifying Managed Services Whitepaper for Financial Institutions' to get up to date on the market conditions driving the growth of managed services, the evolution of service models, and top factors to consider when selecting a solution.

    DOWNLOAD WHITEPAPER

  • alt text

    Watch this on-demand webinar produced in association with SmartBrief to discover how enterprises can utilize outsourcing to achieve operational and business objectives. The webinar highlights the market trends driving the growth of outsourcing, how to select the right partner for your organization, and regulatory considerations for outsourcing.

    On-Demand Webinar

Global delivery

A global team of 500+ compliance professionals ensure continuous, dedicated support, strategy, and capacity via onsite, offsite, or hybrid support models.

S&P Global maintains resource pools in Andover, Dallas, New York, Dublin, London, Gurgaon, Bangalore, Noida and Buenos Aires enhanced by a comprehensive partnership network to support large-scale deployments.

Dallas, United States
New York, United States
Andover, United States
Buenos Aires, Argentina
Dublin, Ireland
London, United Kingdom
Noida, India
Gurugram, India
Bangalore, India
Research & Analysis
View All
Blog Oct 25, 2022

5 Myths About Managed Services

Blog Dec 15, 2022

Managed services: A simplified guide to the options

Blog Sep 05, 2022

The rise of managed services: Adoption accelerates among financial institutions

Speak to our experts

Kate Aziz

Global Head of Managed Services, KY3P, S&P Global Market Intelligence

Marjorie Chee

Global Head of Managed Services, Regulatory Compliance, S&P Global Market Intelligence

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