EQ Views
Seamless Transition: How EQ’s Expertise and Technology-Driven Solution Helped Successfully Acquire A New Transfer Agent Client
Monday, March 24, 2025A software company switched to EQ as their transfer agent due to EQ's responsiveness, efficient DWAC Online technology, and seamless onboarding process, which resolved prior service issues and exceeded their expectations.
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Tip Sheet: Top 5 Operations Best Practices to Look for in a Transfer Agent
Thursday, December 19, 2024A 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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Maximizing Value: Best Practices to Look for in a Transfer Agent
Thursday, December 19, 2024Your transfer agent has an important role to play in helping you control costs while still keeping shareholders informed and engaged.
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EQ Insights Podcast Series: Episode #3, Does Your Transfer Agent Enhance Issuer and Shareholder Satisfaction?
Wednesday, September 18, 2024When 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
Friday, September 13, 2024Taking 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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How A Transfer Agent Can Enhance Issuer & Shareholder Satisfaction
Thursday, August 22, 2024A transfer agent that delivers efficient and seamless shareholder operations support plays a crucial role in the maximization of shareholder value. When relationship management and shareholder services support teams have a high-touch, collaborative approach, this can enhance issuer and shareholder satisfaction.
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