Investor communications insights for banks, brokers, issuers and funds

Digitally Transform the Mandatory and Voluntary Corporate Action Election Process

The volume of mandatory and voluntary corporate actions (CA) events has been steadily growing in recent years, resulting in an overwhelming influx of manual processes.
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Changes in Shareholder Structure: The Rise of the Retail Investor

Over the last two years, most companies have seen a paradigm shift in investing, with more and more organizations witnessing an increase in retail shareholdings. According to BNY Mellon, retail investors...
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The Cloud Also Rains: Essential Strategies to Keep Your Cloud Data and Systems Secure

By Will Pulsifier, Mediant Director of Security Operations Cloud computing has transformed the way organizations store, access and share information; collaborate; and manage computing resources. Cloud...
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How Retail Investors Can Be a Company’s Best Ally

A record number of proxy fights and shareholder proposals have been launched in the first five months of 2022, as per the Harvard Law School Forum on Corporate Governance. Shareholder activists submitted...
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Reimagining the Customer Experience Amidst Newly Empowered Investors

Most brokers face more work and more competition. In just 10 years, the Dow Jones volume nearly tripled, stressing broker’s systems and the people that support shareholders. Meanwhile, the number of...
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Digital and Print: A Flexible Approach to Shareholder Communications

“Gradually, then suddenly.” With just three words, Ernest Hemingway, in his novel The Sun Also Rises, pithily describes the nature of fundamental change.
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