IntelliActions' CROS is an enterprise AI platform that replaces manual document review and spreadsheet-driven processes with continuous monitoring of convertible bond terms and lifecycle events.
What CROS Does
CROS ingests convertible bond prospectuses and indentures and converts complex legal language into structured, actionable data. Key contractual terms are monitored throughout the life of each instrument to prevent missed events, incorrect processing, and operational losses.
Core Capabilities
- AI-Driven Term Extraction
Automatically extracts and normalizes conversion terms, resets, calls, puts, and notice requirements directly from source documentation.
- Automated Lifecycle Monitoring
Continuously tracks contractual events and changes, reducing reliance on manual checks and improving consistency across portfolios.
- Exposure-Aware Prioritization
Combines contractual terms with pricing and underlying equity context to highlight the highest-risk and highest-impact positions.
- Portfolio-Level Dashboards
Provides a consolidated, real-time view of convertible bond exposure for operations, risk, and compliance teams.
Built for Institutional Environments
CROS is designed for financial institutions, with a focus on transparency, auditability, and integration readiness. The platform scales across large portfolios without bespoke development, enabling reliable oversight in complex markets.
Institutional Deployment Inquiries
IntelliActions works with regulated financial institutions to improve oversight, reduce operational risk, and support compliance in complex convertible bond portfolios. Contact us to learn more about CROS and our approach.