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You Told Us We Listened

Over the past two years we’ve implemented a Customer Insight programme to measure your satisfaction with our performance and hear your feedback so we ensure we maintain the high standards of excellence you expect.

In the coming weeks we’ll be showcasing how your feedback directly affects the improvements we’ve made at Equiniti over the past 12 months. Read on to find out about the Selector relaunch, our regular communication ‘EQ Boardroom Bulletin’ and the Discussion Forums which have all come about from your feedback.

You told us: “Make Selector more user friendly” 

We listened: Selector is due to relaunch as EQ View later this year

Since 2016 we’ve been working to make significant improvements to Selector that will exceed your expectations and we’re pleased to announce that Selector is due to relaunch as EQ View at the end of this year.

Our vision is that EQ View will become your key portal into the EQ team, being the first stop to communicate and collaborate with our teams.

Working in partnership

We asked you what you’d like to see from a newly designed Selector and you said:

  • A single portal;
  • Intuitive navigation;
  • Improved reporting.

Our project team has brought this feedback together with the requirements of the EQ business to create a modern looking, easy to use portal including key concepts such as:

  • a dashboard where frequently used pages, reports and tasks that require action will be highlighted;
  • a document repository where clients will be able to share documents;
  • version management thereby improving the speed, sign off and control of shareholder and other documents;
  • a flexible and responsive reporting solution that can be customised at an individual level.

See what’s new and what’s improved:

Key reports

Many of our clients prefer to contact the relationship team for reports about their shareholders. This route will still be open, however the current reporting package will be reviewed over the coming months to identify key reports for clients to provide you with further options.  These will be redeveloped to use simple functionality that will enable some customisation of the reports if required.

Client testing 

Our team is currently working through the process to create initial screen layouts to test with a selection of clients. Please get in touch with your Relationship Manager if you would like further information.

 

You told us: “Engage more directly and more frequently on strategic and industry developments” 

We listened: EQ Boardroom Bulletin

We are working with industry experts to bring you the most up-to-date industry news via our monthly Bulletin which is now issued at the beginning of each month.

If you are not receiving the EQ Boardroom Bulletin and you would like to, please get in touch with your Relationship Manager.

You told us: “More sharing of best practices” 

We listened: Discussion Forums

On 1 February we hosted the first of this year’s Discussion Forums.

The purpose of this session was to share information about the changes to the current Data Protection Act, look forward at the implementation of General Data Protection Regulation (GDPR) and its impact on share registers, nominees and employee share plans as well as provide an opportunity to discuss some of the practical implications.

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Key topics covered:

- A clear overview of the GDPR timeline;

- The Information Commissioners Office route to GDPR compliance;

- Equiniti’s approach and continual development of data protection, specifically at EQ Boardroom products of registration services and employee services;

- Introduction to our new solution EQ Synergy and the importance of working together.

The session concluded with question time with our GDPR expert Adam Green, Chief Risk Officer, Steve Banfield, Industry Director and Jennifer Rudman, Strategic Development Manager.

The event was well received by our clients who provided excellent feedback.

Get In Touch

To discuss any of these improvements or your ideas for further improvements, please get in touch with your Relationship Manager.

If you have any feedback about our communications, please email marketing@equiniti.com

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