lients. The acquisition of the NACC business adds clients in the healthcare industries, insurance, consumer finance, video/broadband, telecommunications, utilities, retail and other service industries. Corporate Issuer Solutions: The company is a major processor and provider of investor communication solutions to public companies through the performance of beneficial proxy services for its bank and broker-dealer clients. The company offers its corporate issuer clients many tools to facilitate their communications with investors, such as Internet and telephone proxy voting, electronic delivery of corporate filings, and householding of communications to stockholders at the same address. It also offers proxy services to non-North American corporate issuers in connection with their general and special meetings of stockholders. The company’s corporate issuer services include ShareLink, which provides project management for the beneficial and registered proxy process. The company also provides registrar, stock transfer and record-keeping services. In addition, the company offers issuers and their shareholders the ability to migrate their shareholders’ holdings from registered to beneficial ownership, thereby creating efficiencies for issuers and greater convenience for their shareholders. The company’s Virtual Shareholder Meeting service provides corporate issuers with the ability to host their annual meeting electronically on the Internet, either on a stand-alone basis, or in conjunction with their physical annual meeting where permitted by state corporate law. As the provider of beneficial shareholder proxy processing on behalf of many banks and brokerage firms, the company provides shareholder validation and voting services to companies that want to hold virtual meetings. Its Shareholder Forum solution is an online venue that offers public companies the ability to host structured, controlled communication with their shareholders. Validated shareholders could submit questions, answer surveys in preparation of the annual meeting and year-round, and communicate in various ways with a corporation. Advisor Solutions: The company delivers data, technology products and marketing services to financial advisors. The company has created a suite of solutions through the acquisition of four businesses - Forefield, Emerald, Investigo and Direxxis. These solutions enable firms, financial advisors, wealth managers, and insurance agents to engage with customers through cloud-based marketing and customer communication tools. Its marketing ecosystem integrates data, content and technology to drive new client acquisition and cross-sell opportunities through the creation of sales and educational content, including seminars and a library of financial planning topics, as well as customizable advisor Websites, search engine marketing and electronic and print newsletters. The company’s advisor solutions also help advisors optimize their practice management through customer and account data aggregation and reporting. The company’s advisor solutions provide financial planning knowledge that enables communications among financial institutions, advisors and their customers. Its data aggregation solution helps advisors manage and build client relationships by providing customer account data aggregation, performance reporting, household grouping, automated report creation, document storage, and integration with financial planning and productivity applications. In addition, the company’s advisor solutions enable financial institutions and their advisors to advise, educate and communicate with their customers and prospects through mobile-responsive, content-rich Websites, print and digital newsletters, comprehensive and topic-specific seminars, targeted email marketing, and direct mail services to invite clients to seminars and other events. The company also provides data-driven, cloud-based marketing solutions to broker-dealers, financial advisors, insurers and other firms with distributed salesforces. Its marketing operations and automation platform enables firms to manage marketing activities across field offices and branch location
broadridge financial solutio
5 Dakota Drive
Lake Success, NY 11042
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