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CACEIS further digitises the client experience - Invoice Validation via OLIS CACEIS further digitises the client experience - Invoice Validation via OLIS 2023-04-19 – OLIS is the central access point for monitoring all information and reporting on the services provided by CACEIS. CACEIS teams are constantly working to improve the user experience and a new invoice management feature will be available soon.  
CACEIS further digitises the client experience - Online account opening CACEIS further digitises the client experience - Online account opening 2023-04-19 – As part of its asset servicing activities, CACEIS opens more than 20,000 bank accounts each year for its clients. In order to improve efficiency and processing time, CACEIS is digitising the Account Management process.  
CACEIS handles Clearing and Settlement for SideCaps’ SME secondary-line stocks matching platform CACEIS handles Clearing and Settlement for SideCaps’ SME secondary-line stocks matching platform 2023-02-09 – In January 2023, Germany-based fintech SideCaps launched a block trade platform for listed SME secondary-line stocks. The platform is designed to create an essential liquidity pool for German SME block trades. With secure and transparent trading access to listed secondary-line stocks and unique vertical integration with XETRA and Eurex CCP, SideCaps provides optimum counterparty risk management…  
CACEIS handles Kepler Cheuvreux’s Clearing & Settlement activities CACEIS handles Kepler Cheuvreux’s Clearing & Settlement activities 2023-06-15 – CACEIS successfully completed a comprehensive migration of the operations of Kepler Cheuvreux in March 2023, onboarding their cash equity clearing & settlement activities while ensuring uninterrupted services for the clients.   
CACEIS has completed the integration of CACEIS IS (ex RBC IS) European entities CACEIS has completed the integration of CACEIS IS (ex RBC IS) European entities 2024-06-03 – Since 1st June 2024, less than a year after the acquisition of Royal Bank of Canada’s (RBC) European asset servicing activities, all staff in each location are now regrouped under common legal structures. On the client side, the migration project is also underway and is scheduled for completion by the end of 2024.  
CACEIS has created a Digital Assets business line with a dedicated service offering CACEIS has created a Digital Assets business line with a dedicated service offering 2024-05-21 – CACEIS is a major player in asset servicing in Europe, and is taking steps to strengthen its digital strategy by establishing a Digital Assets business line to meet growing demand from investment management companies and institutional investors. The launch of this new business line demonstrates CACEIS’ support for clients interested in digital assets.  
CACEIS holds SDR roundtable in the UK CACEIS holds SDR roundtable in the UK 2023-04-14 – CACEIS recently held a roundtable with asset managers and host ACDs, hosted by Pat Sharman, to discuss the UK’s Sustainability Disclosure Requirements. You can read our summary here.  
CACEIS integrates Nephelai’s AI with its Middle-office offer CACEIS integrates Nephelai’s AI with its Middle-office offer 2024-10-01 – In line with the group’s client and staff-centric digitalisation strategy, CACEIS now integrates a machine learning solution from French fintech Nephelai that facilitates Middle-office Trade Management.  
CACEIS is enhancing its digital asset services with reception & transmission of orders (RTO) for its clients on exchanges CACEIS is enhancing its digital asset services with reception & transmission of orders (RTO) for its clients on exchanges 2024-10-15 – One of the major challenges for early 2025 will be helping EU investors trade the main crypto-assets in compliance with MiCA’s (Markets in Crypto-Assets) regulatory principles. Here, the key challenge is interfacing with a centralised exchange (CEX) or digital asset exchange platform managed by a company or other organisation.  
CACEIS is supporting sustainable finance with a special initiative for sustainability-focussed funds CACEIS is supporting sustainable finance with a special initiative for sustainability-focussed funds 2025-01-23 – Faced with the slowdown in the growth of Article 9 funds classified under the Sustainable Finance Disclosure Regulation (SFDR), CACEIS is positioning itself as a strategic ally for the sustainable manager/investor community. Since January 2025, the Group has waived all CACEIS fees for the creation of a fund or sub-fund classified under Article 9 of SFDR or any equivalent category in other…