Proxy Solicitation
For over 20 years, Broadridge (formerly MIS, the oldest independent proxy tabulator in the United States) has expertly managed and processed proxies and shareholder mailings for the country’s leading investment companies. Your organization may already be using one or both of these services. Broadridge, the same company that has managed these critical functions, also offers a sophisticated solicitation operation, completing the toolset that will support every aspect of your proxy process through one integrated system.
- A call center with over 400 seats is backed by a combined total of over 300 years of proxy experience.
- Keeping with our value proposition, our staff can reduce your solicitation costs by targeting high value accounts first, thereby making quality calls, not quantity, in order to increase your percentage of voted shares, saving you money.
- The call center is fully dedicated to making calls for mutual fund and annuity proxies. No telemarketing is conducted to fill in the "down" time. This means our resources are always available and prepared for your campaign.
- Our expert staff has the experience needed to determine, in advance of the mailing, which of your funds will most likely need solicitation. This experience level enables you, the client, to make informed and sound decisions early in the campaign rather than under the pressure of an impending meeting date.
If your proxy plans call for outbound solicitation to stimulate voter response, we would suggest an approach that has proven to be effective in getting the vote in early. We call it ProxyLiteSM because there’s no heavy lifting and it targets answer machines.
The features of ProxyLiteSM are:
- A fully automated, client-authorized, client recorded or professionally-recorded messaging service. As a way to personalize and further increase response, Broadridge can customize recordings to feature fund company executives.
- Stimulates voting through a carefully controlled program of high-volume, short-duration calls.
- Statistics indicate initial voter response is 4 to 5 times greater when ProxyLiteSM is utilized.
- The system recognizes and will leave a message on an answering machine.
Extremely flexible, ProxyLite can be incorporated into the overall campaign from the outset, linked to the mailing of a targeted second solicitation or quickly launched at any time to a selected segment of accounts in lagging funds.
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