EQ Views

5 Hidden Benefits to EQ's Onboarding Process

Monday, July 9, 2018

Michelle Medellin, Client Service Consultant and Conversion Team Lead at EQ, outlines what new clients can expect during the onboarding process, as well as a few benefits you might not expect.

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Technology

Our Proven Conversion Process Gives You a Fresh Start

Monday, June 25, 2018

Here is what you can expect with our five-step conversion process leading up to Day 1 with EQ.

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Governance

3 Best Practices in Relationship Management

Tuesday, June 19, 2018

EQ boils down relationship management to three basic ingredients: people, mindset, and processes. Without giving away too many trade secrets, here's the special sauce that EQ's client services teams bring to shareholder services.

Technology

Five Reasons Why It’s Time To Entertain Blockchain

Monday, June 4, 2018

EQ shares what European business leaders had to say about blockchain at Equiniti's 2017 Share Registration Conference.

Governance

Corporate Actions And The Role Of a Transfer Agent

Tuesday, May 22, 2018

Joe Conte, Head of Corporate Actions at EQ, says why it helps to have someone on your team who's been through it

Governance

Five Steps To Escheatment

Thursday, May 17, 2018

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?