Shareholder Intelligence Platform

Engage your shareholders effectively with cutting-edge investor information services tailored for public companies.

Shareholder Intelligence Services

ERIK REWRITE - DUPLICATE on another Page > We believe that it is vitally important for public companies to maintain contact with their shareholders. All too often, we have seen companies spend large amounts on investor relations programs to bring in new shareholders and then promptly ignore them. Investor information services are a key component of keeping your shareholders informed.

It is our belief that when a company ignores its shareholders, they lose interest in the company and ultimately become sellers.

Clearly, it is in a company’s best interest to keep its shareholders engaged, interested, and excited about their share ownership. In order to help companies build and maintain active shareholder engagement and interest, Sterling Issuer Services has a suite of tools for public companies.

Fully Featured Dashboard

  1. Participants List
  2. Shareholders List
  3. Analytics
  4. Scheduling & Alerts
  5. Documents/Library
  6. Filings
  7. And Many more Admin Features

Issuer Benefits

  1. Cuts Down on Low-Value Interactions.
  2. An inbound solution to a major operational problem.
  3. Makes it easy and convenient to follow a stock by providing actionable material information in real-time. Your shareholders and potential investors get important information in a timely manner.
  4. Provides a calendar of upcoming events and conference participation.
  5. Provides an archive of previous events, webcasts, presentations, etc.
  6. Searchable press release and filing archive.

Download a copy of our Investor Relations Website Solutions

Analyze, Manage & Pinpoint Your Target Audience

With the rich insights the data interpretation in the portal provides companies with valuable insights into share intelligence. It features a comprehensive dashboard that displays trends in buying and selling, along with key metrics such as total outstanding shares, the number of new shareholders, and the distribution of shareholders within the top 10%, 20%, and 50%.

Users can search for and identify significant shareholders, allowing them to uncover patterns in buying and selling behavior. Additionally, the tab allows for the analysis of market makers' activities, highlighting the largest gains and losses over specific periods. For a more detailed understanding, users can examine the contributions of institutional investors, including the number of shares they own and their total value.

The portal equips companies with essential tools for effective shareholder management. Users can create detailed shareholder profiles that include contact information such as phone numbers, email addresses, and social media accounts. The shelf registration feature allows for comprehensive tracking of registration status and availability, enabling users to explore various scenarios to identify the best times for engaging with the capital markets.

Additionally, the platform offers functionality for overseeing financial documents and warrants, allowing for the calculation of potential proceeds under different pricing scenarios in an interactive setting. Lastly, users can efficiently manage and evaluate the return on investment from their investor relations initiatives and communications with corporate firms.

The key to investor relations is shareholder engage to target audiences. Since most people want to use their own direct response tools, we offer export tools to allow importing into other Email and SMS platforms.

Additionally, users can gather valuable feedback from shareholders by creating customized surveys, which can be distributed to all shareholders or targeted groups for insightful responses.

Elevate Your Shareholder Engagement

Please feel free to contact our offices to obtain a quote for your firm’s needs and discuss your specific requirements.