Virtual Shareholder Meeting

Hold virtual-only or hybrid shareholder meetings online

Engagement begins and ends with convenience — for both companies and their shareholders. Conducting annual meetings online reduces effort and costs. As the innovator of the virtual shareholder meeting, we are uniquely positioned to help your clients easily and securely conduct their annual meetings online.

Increase engagement, add convenience, and ensure security

A virtual shareholder meeting is similar to an earnings call, but it also authenticates shareholders upon log in and enables them to vote and ask questions during the meeting.

Convenience, Ease and Security

Customizable Meeting Pages

Online Validation and Voting

Fully Virtual Meetings

Dashboard and Meeting Controls

Pre- and Post-Meeting Reports

Use technology to facilitate shareholder engagement

Virtual shareholder meetings offer your company more meeting options and access to critical data, while eliminating the need to travel or organize costly physical meetings.

Product Specifications

Flexible Meeting Options

Video-Only or Hybrid Meetings

Online meetings use streaming audio or video capabilities
Hybrid meetings allow shareholders to attend online or in-person

Enhanced Shareholder Experience

View Meeting Information—At a Glance

Dedicated, secure Broadridge-hosted URL for online meetings, with customized websites
Broadridge representative stays on dedicated phone line for the entire meeting
Company representative can view shareholder attendance, number of votes cast, and questions posed
Playback recordings are available within 24 hours and accessible for 12 months

Versatile User-Friendly Interface

Real-Time Meeting Views

Invitations and instructions are provided, using control numbers and dedicated URLs in regular proxy communications
Easy online connection with an internet connection and media player (Windows, Flash, etc.)
Offers virtual meeting “door: to listen to and/or watch meetings in real-time, cast votes, submit questions, and view messages

Safe and Secure Voting Process

Reliable Infrastructure

Systems meet all security standards, including IOS 27001 and 9001 certifications, and SAS70 Type II and SSAE-16 audits
Supported by dedicated personnel, a redundant infrastructure, and multiple failsafe measures to ensure success

See Product Specifications

Video

How Can Virtual Meetings Benefit Your Company?

Conducting security-holder meetings virtually enables more effective management while demonstrating transparency and strengthening security-holder relationships.

How We Can Help

Position your company for the future

~200

Virtual shareholder meetings held in the past year; 20 for the Fortune 500.

90%

Of virtual shareholder meetings were audio-only events.

88%

Of companies are holding virtual-only meetings, increased from 25% in 7 years.

Report

Virtual Shareholder Meetings: Facts and Figures

Broadridge Acquires Summit Financial Disclosure LLC

Press Release

Broadridge Enhances Document Composition and Compliance Reporting Capabilities, Acquires Summit Financial Disclosure, LLC

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION

22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Control SolutionsPost Trade Control Solutions

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

The right insights, right now

How can we help?

Become a Broadridge partner

Thank You

Talk to us

Thank You