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...
Virtual Shareholder Meeting
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...
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...
Industry Collaboration on VSM Access Bodes Well for Achieving End-to-End Vote Confirmation
The COVID-19 pandemic has caused no end of disruption, but it instigated a few positive developments. For the proxy voting industry, one such outcome...
What the New Digital Legal Proxy for Virtual Shareholder Meetings Means for Brokers
Imagine you've bought tickets for a concert and you've paid extra to go backstage and meet the performers. The big night arrives, but when you turn...
| January 3, 2024
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
