It’s been a while since we last reviewed EZOnlineDocuments web and mobile-optimized proxy statements…but we were absolutely bowled-over by the quick demo we saw at the Society conference this year…  

EZOline’s reformatting of proxy statements specifically for web and mobile users - and for retail investors - makes it easier to read - and to search - and to absorb proxy statement better than anything else we have seen.

We were especially happy to learn that their “Meet the Board” feature is the most-visited content page - since it bears out our own long-held view that director bios, photos and overall “profiles” are among the most important influencers when it comes to deciding whether to vote one’s proxy -  and how - if at all.

ADVICE TO READERS: We urge you to visit www.ezonlinedocuments.com and to zero-in on the “Clients” tab for a quick and easy-to-absorb look at how it works for clients like Coca-Cola, Mastercard, Xcel Energy and others.

ON ANOTHER RELATED NOTE…Bank of America featured online interviews with all of its directors this year, which, we believe, also contributed to the enormous increase in retail investor voting noted above. Initially, the link was appended to all of the e-deliveries and employee-outreach materials, and was posted on the voting sites, but now, simply go to…

http://investor.bankofamerica.com/phoenix.zhtml?c=71595&p=irol-govboard#fbid=HCJ7-3MFYk3

Aside from revealing how diverse the directors are - not just in terms of gender, ethnicity, business-backgrounds, and in their personal “styles” - all of the directors repeated and expanded on the same guiding philosophy - of “putting customers first and foremost” in everything they do (now) - and it was really impressive. When your senior editor started in the banking industry, back in the 1960s, this mantra was drummed into our heads every day of the week…until what he now calls “the noughties…and the naughtys” of the Y2K decade. What a refreshing return to the most important values of all - and thus, to long-term thinking… and acting.

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