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    Our Capabilities

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

    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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    Client Access

    Current clients can access support systems and request assistance with enhancements and upgrades.

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    Our Resources

    Solutions Overviews, Press Package, Process Guides...you will find them all here.

    The 2025 Shareholder Meeting Guide
    Other Resources

    Issuer Solutions

    Mediant helps corporate issuers, mutual funds, insurance, and alternative investment (REIT) firms advance the digital transformation of proxy management, investor communications and shareholder meetings.

    Capabilities / Investor Communications / Issuer Solutions

    Issuer Solutions

    Innovative Proxy, Investor Communications, and Shareholder Meeting Solutions

    BetaNXT helps corporate issuers, mutual funds, insurance and alternative investment (REIT) firms advance the digital transformation of proxy management, investor communications and shareholder meetings.

    Technology and data play an instrumental role in increasing shareholder engagement and the accurate administration of proxy processes. BetaNXT provides a true end-to-end proxy solution that simplifies proxy management, maximizes voter participation, and provides real-time data with in-depth analysis.

    How We Do It

    Increased Shareholder Engagement

    BetaNXT increases shareholder engagement and proxy participation by providing an unparalleled user experience. Our comprehensive solution is tailored to your brand and streamlines production, distribution, voting, tabulation and post-event analysis.

    Robust Digital Experience

    Issuers and investors are frustrated by one-size-fits-all communications programs. BetaNXT's intuitive technology adapts to your needs, shareholders’ preferences, and changing regulations. Our digital innovations maximize control and convenience.

    Transparency and Accuracy

    Inaccurate voting records and a lack of trackability damage investor confidence and produce unrecoverable costs. BetaNXT’s tabulation services deliver real-time voting data with complete transparency, for assured accuracy and regulatory compliance.

    End-to-End Proxy Management

    BetaNXT increases voter participation and year-round engagement by focusing on investor satisfaction. Our dedicated team manages your entire proxy process, saving time and resources, assuring compliance, and keeping you informed with real-time data.

     

    End-to-End Proxy Solution

    BetaNXT provides a true end-to-end shareholder communications and meeting solution powered by cutting-edge technology, real-time data insights, and a team of proxy specialists. We make it simple for issuers to deliver customized campaigns that maximize voter participation.

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    Print and Distribution Management

    • A scalable and integrated print and distribution network
    • Enhanced mail and e-delivery capabilities across the globe
    • Custom-branded shareholder materials
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    Integrated Proxy Voting System

    • Multi-channel voting that meets shareholders where they are
    • Real-time voting results from paper and electronic sources
    • Shareholders can literally “voice” proxy via Amazon Alexa
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    Tabulation and Reporting

    • In-depth data analytics and proxy vote modelling
    • Multi-level QA process to ensure maximum accuracy
    • Fully reconciled and audited vote reports
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    Online Document Hosting

    • Intuitive and engaging interactive documents
    • Robust web hosting with custom branding
    • Fully compliant and enhances the investor experience
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    Digital Shareholder Meeting

    • Virtual and hybrid shareholder meetings, accessible on any device
    • A suite of features that maximize shareholder engagement
    • Video, presentation, real-time voting, live Q&A, and more
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    Solicitation Services

    • Comprehensive solicitation services for funds, insurance, and REITs
    • BetaNXT Engage™, a suite of omni-channel tools for corporate issuers
    • Multi-channel vote promotion plus expert agent solicitation

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    Our Shareholder Meeting Solution

    Our Digital Shareholder Meeting solution provides equal access for all shareholders, enabling seamless registration and effortless participation.

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    EVENTS
    | May 5 – 8, 2025

    BetaNXT at SIFMA Ops

    BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando. 

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    BetaNXT’s 2025 Proxy Guide

    Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2025 Proxy Guide provides essential information, forms, and more.

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    BetaNXT’s 2025 Proxy Guide

    Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2025 Proxy Guide provides essential information, forms, and more.

    Learn More
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    Resources

    Check our resources section for solutions overviews, expert guides, our NOBO list request form, and a handy proxy glossary.

    OPEN RESOURCES

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    Connect With Us

    Here to Help 

    Proxy season is upon us. BetaNXT has the technology and expertise to reduce stress, streamline processes, and enhance the shareholder experience.

    Fill out the form and we’ll respond to your proxy season inquiry right away.