In this webinar, our EQ Insight Product Owner Charlotte Shore alongside Anthony Hall, MD, Corporate Services will demonstrate how EQ Insight is helping to strengthen engagement, support compliance, and make informed decisions throughout the shareholder lifecycle.
What we’ll cover:
- How organisations use EQ Insight to view key shareholder information, including transaction history, dividend elections, and payment methods.
- Self‑serve reporting tools that provide deeper analysis of shareholder behaviour, activity and trends.
- A look at existing functionality across Share Registration, Executive & Discretionary plans, SAYE, and SIP reporting features.
- What's next in our delivery pipeline
Date: Tuesday, April 21, 2026
Time: 10:15 AM - 11:00 AM