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Governance

What Is A Transfer Agent?

Friday, October 8, 2021

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

Governance

Five Steps to Escheatment

Friday, September 24, 2021

Escheatment is the process of identifying "abandoned property” and, in accordance with state laws, turning any eligible assets over to the state. What's so complicated about that?

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EQ

Five Hidden Benefits To EQ's Onboarding Process

Friday, September 24, 2021

Whether 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.

Technology

Early Tech Adopters Secure Competitive Advantage

Tuesday, August 3, 2021

While the digital transformation was underway prior to the pandemic, the last 18 months have accelerated the need for technology-enabled processes across all industries.

Technology

Front Foot Fraud Prevention In The U.S.

Tuesday, August 3, 2021

In an EQ Riskfactor survey across the US and Europe in late 2020, we asked receivables finance professionals a few questions. Did they feel that fraud had increased, decreased or levelled out in 2020, compared to 2019?

OK YC EQ Riskfactor Global Outlook Report

Technology

OK-YC: Moving Europe’s KYC From Adequate, To Great

Tuesday, August 3, 2021

The swift rollout of government stimulus packages in the early days of the pandemic, quelled these fears. Now, as the economy unlocks, and the government withdraws its support, the question is whether there will be an increased risk for lenders to bear.