Marco Morsella
Head of Issuer Product
Confidently Challenging Convention
Delivering the industry's best digital experiences is a top priority at Computershare. With our expertise and experience in technology and financial services, we are advancing the industry by introducing modern, secure digital solutions that empower you and your shareholders. Here are some of the enhancements, coming soon to you and your shareholders.
Powerful shareholder and capital management
Your company's need for data intelligence and advanced analytics has evolved significantly. To meet those needs, we have designed and built a new client portal, the next-generation Issuer Online. Stay tuned for launch details.
- Simple Navigation with important data and insights only one click away, including fast response times and searching for holder details
- Customizable Data and Dashboard to allow for a unique working experience to obtain shareholder details from one central location
- Multi-Factor Authentication as an additional layer of protection at login
- Configurable Reporting and Analytics with class and date range filtering for the most accessed reports, real-time data and trend analysis
- Tailored Events Calendar to make it easy to see dividends, proxy and other upcoming key events — coming soon
Sneak peek – Investor Center refresh and mobile app for shareholders
The new Investor Center website will offer a streamlined design with simplified and secure sign-in using the latest technology to validate user identity. Your shareholders will have quick and easy access to the information they need most such as holding information, documents and statements, and recent activity, all from a single page.
The industry's first shareholder app simplifies shareholder account access, enables digital transfers and provides advanced security features such as digital identification verification and multi-factor authentication.
The app allows users to:
- Track and view holdings instantaneously
- Update personal details and contact information
- Access statements anytime, anywhere
- Transfer shares at their convenience
You can also deliver important shareholder communications in the app, including videos from your CEO ahead of a proxy, reminders of key dates such as dividend payments, or make contact to prevent escheatment.
A modern shareholder service experience
Today’s shareholders have diverse needs and engagement preferences. We are currently using advanced technology to transform every service touchpoint to elevate the experience for your shareholders.
- Skill based call routing connects callers with specialized service agents to ensure a high quality of service and first-call resolution.
- Call back technology keeps the caller's place in queue with the convenience of a call back rather than waiting on hold during periods of high volume.
Computershare has always set the standard, and we continue to innovate across the industry on behalf of organizations like yours. We continue to confidently challenge convention to ensure our clients and their shareholders receive the optimal service and digital experience.
If you would like to know more, please contact your Relationship Manager.
Computershare is not providing, and does not intend to provide, any legal, tax or investment advice.