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Onboarding Guide: Streamlining Your Onboarding Process
Thursday, April 10, 2025This comprehensive guide provides a step-by-step overview of EQ’s transfer agent transition process, highlighting the roles of our dedicated experts and the key tasks involved, so you can understand and navigate the entire process.
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Five Hidden Benefits To EQ's Onboarding Process
Thursday, April 10, 2025Whether outsourcing your shareholder services for the first time or switching to a different transfer agent, here are your need-to-know steps for a smooth transfer.
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EQ’s Transfer Agent Services
Tuesday, April 1, 2025For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services. We deliver expert guidance with a collaborative, consultative and high-touch approach that drives your business and our reputation as the #1 transfer agent in client satisfaction.
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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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Tip Sheet: Top 5 Call Center Best Practices to Look for in a Transfer Agent
Thursday, December 19, 2024A 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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