Data Management & Conversion Services
Numerous public companies may underestimate the critical need for comprehensive data management, data conversion, and consolidation services, especially emphasizing “data optimization.” These services play a pivotal role in enhancing the presentation and distribution of shareholder data to diverse audiences, particularly catering to overburdened and impatient readers.
We have consistently emphasized the urgency of improving the user-friendliness of electronically delivered documents, as many companies risk alienating readers with subpar content. Our concern lies in the potential negative impact on cost savings when recipients express dissatisfaction with the average e-delivered package.
An ongoing concern is the probable loss of individual investor votes due to the neglect or automatic deletion of e-deliveries by frustrated recipients or those lacking the necessary technological resources for document access.
Our recommendation is to invest careful consideration into enhancing the distribution of shareholder-oriented materials. It is imperative to ensure that these materials are not only easily readable and engaging but also compatible with various devices that shareholders may possess and prefer to use. This strategy is particularly crucial for optimizing retail votes, as shareholder satisfaction is instrumental in securing favorable outcomes.
While the technologies we cover are user-friendly with the right suppliers, it is essential to allocate sufficient “quality time” for a meticulous implementation, ensuring a seamless and effective process. Therefore, thoughtful planning is paramount to achieve a high-quality result that aligns with your company’s goals and maximizes positive responses from your shareholders.
Listings: Data Management & Conversion Services
Ron Schneider
Director, Corporate Governance Services
Let DFIN transform your proxy from a traditional, SEC compliance document into a visually inviting, compelling communications showpiece that effectively tells your story to your investors. We work with you to identify a style and format that matches your company’s unique corporate culture and proxy-related objectives. Financial writers and editors expertly craft narrative from scratch or work with you to edit your existing prose, enhancing readability and satisfying compliance obligations. This is an excellent way to ensure that your proxy statement clearly communicates your unique corporate culture, objectives, and goals to the investment community. Our state-of-the-art hosting platform is mobile ready and SEC-compliant—and unlike many IR sites, our hosted sites have no cookie tracking. We help you simplify communications with investors and tell a better story via images, text, video and graphics.
Our ActiveDisclosure solution helps you collaborate across teams and simplify your reporting process. Our web-based document management tools enable legal, investor relations, and finance teams to create and edit critical sections of the proxy statement, while fully utilizing Microsoft Word and Excel tools for formatting efficiency and version flexibility. With ActiveDisclosure, you can even create a more stylized proxy that delivers greater visual impact.
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