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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.

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.

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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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.

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?