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Strategic Campaign Management

Drive shareholder engagement with data and expertise

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An effective retail engagement strategy requires a fresh, informed perspective. Analyze your shareholders, understand voting behaviors and execute a more strategic plan aligned with your business needs. We help you identify risks, seize opportunities and respond to the market.

Your data-driven solicitation roadmap

We help you to target messages, customize packaging and identify characteristics that drive results from your engagement strategy. As your partner, we plan, perform and measure effectiveness year over year, ensuring accountability at every step.

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Share Ownership
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Historical Voting Patterns
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Vote Projections
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Targeting Data
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Campaign Effectiveness
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Give your next vote the social media advantage

Break through and reach your shareholders where they are – on social media. We’ll match your shareholder lists against the top social media platforms and target your messaging in ways that get noticed.

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Single-Source Efficiency

Simplify shareholder management while navigating changes in regulation and compliance with an end-to-end solution from a trusted partner.

“Increased retail shareholder participation can boost long-term loyalty, provide valuable feedback and help advance management proposals.”

Brandon Van Manen Social icon Linkedin
Director, Engagement and Data Strategy
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Next-Generation Proxy Voting
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Enhanced shareholder engagement for alternatives

Broadridge offers a wide range of relationship management tools that can be used to create positive impact on shareholder engagement and loyalty.
Full-Service Tender Processing
Document Composition and SEC Filing
Enhanced Packaging
ProxyVoteTM
Registered Proxy Services
Strategic Campaign Management
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