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

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