Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...
BetaNXT takes on the data challenge with Snowflake-powered platform
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
6 Reasons to Choose BetaNXT’s New Self-Service Client Letters Solution
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
5 Key Facts about the New Tailored Shareholder Reports
Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...
Navigating the SEC Name Change Ruling
In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...
Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
Integrated Online Platform Optimizes the Investor Experience for Annual Meetings
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing
Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...
How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
Updates to SRD II: Recommendations from the ESMA and EBA Review
Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...
7 Common Myths About Virtual Annual Meetings Debunked
Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...
Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) is continuing to increase the price of First-Class Mail, with an increase in January 2024 following the...
| July 9, 2024
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
