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article EQ

Us Vs Them: Why A Transfer Agent Is Your Best Choice for Equity Compensation Services

Wednesday, February 2, 2022

What does a transfer agent have to offer that other equity plan administrators don't? Plenty! Here's a look at some of the key differences between plan providers.

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article EQ

Client And Shareholder Service

Friday, December 17, 2021

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guidance as you need it. They should have a reputation for accuracy and reliability and have disciplined processes in place that protect your company from risk.

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article Governance

What to Know Before You IPO

Wednesday, November 24, 2021

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

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article Governance

Corporate Actions And The Role Of A Transfer Agent

Thursday, November 18, 2021

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

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article EQ

Get On Board – The Importance Of Senior Stakeholder Buy-In For Implementing New Technology

Wednesday, November 17, 2021

Follow these 5 key steps to engage with senior stakeholders and get the green light for your digital transformation project.

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article EQ

Standing Out With Technology

Wednesday, November 17, 2021

Implementing new and transformative technology helps lenders to stay ahead of competitors and deliver faster decisions for customers.

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