EQ Views
Transfer Agent Excellence: Elevating Shareholder Value
Friday, May 2, 2025In today’s competitive investment environment, companies must deliver shareholder communication that is transparent and consistent in order to further build trust and maintain investor confidence. Stakeholders who feel informed and invested in the company’s strategy and performance are more likely to support company proposals in proxy voting, pay, directors and management.
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Tip Sheet: Top 5 Call Center Best Practices to Look for in a Transfer Agent
Friday, May 2, 2025A transfer agent’s call center has a critical role to play in ensuring shareholders get the service and response they need.
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EQ Insights Podcast Series: Episode #3, Does Your Transfer Agent Enhance Issuer and Shareholder Satisfaction?
Thursday, May 1, 2025When a company is looking to choose a transfer agent, they should consider several factors. Key among these factors is the provider’s operational expertise, and the collaborative nature of the operations and relationship management teams, to provide a seamless issuer and shareholder experience. Listen to episode three of the EQ Insights Podcast Series!
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Choosing a Transfer Agent That Provides Proactive Support
Thursday, May 1, 2025Taking a proactive approach to managing your shareholder support services requirements can lead to an enhanced shareholder experience. The right transfer agent can keep you ahead of regulatory expectations and deliver transfer agent services with best practices.
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Tip Sheet: Top 5 Operations Best Practices to Look for in a Transfer Agent
Thursday, May 1, 2025A transfer agent’s operations team is an invaluable resource for helping public companies manage recordkeeping, reporting and communication so they’re confident their shareholders’ transactions are handled efficiently and securely.
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Do You Have the Right Transfer Agent?
Thursday, May 1, 2025A transfer agent plays a crucial role in maximizing shareholder value by delivering efficient, effective and seamless shareholder services. In fact, your transfer agent, also known as a stock transfer agent, is the face of your company to your shareholders. The value of selecting the right provider — one that can grow and evolve with your company — cannot be overstated.
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