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Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

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Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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Who is BetaNXT?

We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Insights

Shareholder Engagement

Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications

November 16, 2023 / 2 Min Read

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

November 15, 2023 / 1 Min Read

Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...

7 Common Myths About Virtual Annual Meetings Debunked

October 19, 2023 / 3 Min Read

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

October 19, 2023 / 2 Min Read

The United States Postal Service (USPS) is continuing to increase the price of First-Class Mail, with an increase in January 2024 following the...

How Retail Investors Can Be a Company’s Best Ally

October 19, 2023 / 2 Min Read

The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...

4 Steps to Keep Your Shareholders Engaged Year-Round

October 19, 2023 / 1 Min Read

One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?

The Best Ways for Issuers to Reach and Engage Retail Shareholders

October 19, 2023 / 2 Min Read

Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...

SEC Insider: New SEC Rules for Universal Proxy Cards

October 21, 2022 / 11 Min Read

In SEC Insider by DFIN, Jean Luther, Mediant Director of Compliance, and Ron Schneider, DFIN Director of Corporate Governance Services, discuss...

| 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.

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