Registry Services
AI and beyond: Transforming the future and defining business strategy
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Streamlined access and support for your shareholders
We deliver high-quality service through shareholders’ channel of choice. Informed by shareholder behavior and insights, our digital experiences provide access to information, online transfers, and high-touch call center services.
Investor Center Investor Center mobile app Call center services Digital transfers Digital identity
Investor Center™ platform
Setting the standard for an excellent shareholder experience
Provide shareholders with instant data access, seamless transaction initiation and easy document retrieval – all through an intuitive dashboard and modern user interface.
Prominent quick links
Redesigned with shareholder insights, with most-used features prominently displayed for easy access.
Portfolio holdings and price history
Dashboard includes price history, recent activity, a portfolio overview, document access and more.
Easy on-boarding
Digital login experience to help first-time shareholders access Investor Center quickly and securely.
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Investor Center™ mobile app
Setting a new standard for convenience and engagement
The new Investor Center™ Mobile App isn’t just an upgrade – it’s a revolution. For the first time, shareholders can manage their investments with the same immediacy and personalization they expect from leading consumer apps. From portfolio details to secure, frictionless transactions, this app transforms how shareholders connect with the companies they own.
Transformative change
Accelerate the adoption of a modern shareholder experience – transforming how and how often shareholders engage, with fundamental changes that boost engagement and reduce client costs.
Easy account access
Instantly view holdings and summaries with a portfolio overview in addition to existing actions and document access
Intelligent design
The app dashboard is informed by shareholders' feedback on the features they use most
Robust security
Two-factor authentication with face ID helps protect sensitive shareholder data
In-app support
Access help right in the app and find answers to the most frequently asked questions
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Call center
High-touch shareholder services
Industry-leading call center services enhance the shareholder experience through the combination of technology and expert resources to drive first call resolution and complex transaction support.
Receive specialized support
Skill-based call routing connects callers with the specialized service agent best suited to manage their inquiry.
Improve first-call resolution
Agent desktop enhancements use keywords to deliver the information most relevant to the inquiry, saving search time and addressing the issue faster with the goal of first-call resolution.
Eliminate time on hold
Call back technology maintains a caller's place in the queue with option to select a call back time, eliminating the need to wait on hold during busy periods.
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Digital identity
Delivering a modern identification experience
Removes the need for a manual, paper-based application process for many transactions, and provides an alternative to Medallion Signature Guarantees, providing greater convenience for shareholders
Advanced technology
Utilizes new, more secure and advanced account set-up technology for rapid digital identify verification
Guided journey
The process take a shareholder through the stock transfer process with simple to follow, plain language prompts.
Reduce paper
Eliminates the need for a manual, paper-based application process for many transactions, and simplifies the process when items must be submitted via mail
Alternative to medallion signature guarantee
Provides an alternative to medallion signature guarantees for select transfers.
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Digital identity
Shareholder authentication with industry-first processes
Digital shareholder profiles and authentication that enables first-time shareholders to access their accounts quickly and securely.
New process across devices
Proof of identify for the Investor Center™mobile app, digital transfers and other channels
New data verification process
Robust new data verification process validates name and address details before allowing access to holdings
New authentication process
An alternate authentication process prompts shareholders to capture an image of a government issued photo ID (such as a driver’s license) and a selfie
Immediate access
Gain immediate access to digital channels without having to wait for an access code to be delivered via mail (US-based individuals)
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Our latest insights
View all insights
Registry Services
Reimagining shareholder experiences to deliver enhanced service and value
Registry Services
Fireside chat with Gordon Giffin, Former US Ambassador to Canada
Registry Services
Trends in the ever-evolving M&A environment
Registry Services
Retail voting program: What issuers need to know
Registry Services
Knowledge protection: Examining security, privacy and intellectual property
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Let’s talk
Contact us to discover how our innovative technology solutions can address your needs.