Your transfer agent has an important role to play in helping you control costs while still keeping shareholders informed and engaged.
The following tips highlight why it’s important to work with a transfer agent that can help you uncover cost savings while still delivering exceptional shareholder services:
- Encourage shareholder adoption of digital tools
- Reduce dividend mailing costs
- Reduce regulatory mailings
- Leverage odd lot programs
- Determine whether to use stratification or full notice and access vs. traditional mailing