provider of cloud-based marketing solutions to broker-dealers, financial advisors, insurers and other entities with large distributed salesforces. Direxxis’ marketing management and automation platform enables wealth and asset management companies and insurers to manage marketing activities across field offices and branch locations using consistent standards. The platform provides analytical capabilities designed to increase marketing and sales effectiveness. Institutional Investor Offerings The company provides a suite of services to manage the entire proxy voting process of institutional investors, including fulfilling their fiduciary obligations and meeting their reporting needs, such as ProxyEdge, its workflow solution that integrates ballots for positions held across multiple custodians and presents them under a single proxy. Voting could be instructed for the entire position, by account vote group or on an individual account basis either manually or automatically based on the recommendations of participating governance research providers. ProxyEdge also provides for client reporting and regulatory reporting. ProxyEdge could be utilized for meetings of the U.S. and the Canadian companies and for meetings in various non-North American countries based on the holdings of its global custodian clients. ProxyEdge is offered in various languages and there are approximately 5,900 ProxyEdge users worldwide. Corporate Issuer Offerings The company is a 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 various 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. The company 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 complete project management for the beneficial and registered proxy process. The company also provides registrar, stock transfer and record-keeping services. The company’s strategy in the transfer agency business is to address the needs public companies have expressed for stockholder record maintenance and communication services. In addition, the company offers issuers and their shareholders the ability to migrate their shareholders’ holdings from registered to beneficial ownership. 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 various banks and brokerage firms, the company provides shareholder validation and voting services to companies that want to hold virtual meetings. The company’s 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. In 2014, the company introduced Shareholder Data Services, a platform integrating three new capabilities for corporate issuers, such as an analytics engine for obtaining a view of a company’s shareholder base - both registered and beneficial shareholders; custom targeted communications for reaching discrete shareholder segments based on specific criteria; and response reporting for evaluating results of targeted reminder mailings to shareholders. Shareholder Data Services enables companies to plan and prepare for the proxy process by leveraging information about historical patterns of shareholder participation and behavior in the design of communication strategies with targeted segments of shareholders.
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