{"id":43584,"date":"2024-02-19T03:56:58","date_gmt":"2024-02-19T08:56:58","guid":{"rendered":"https:\/\/allianceadvisors.com\/transforming-shareholder-engagement\/"},"modified":"2025-03-17T17:39:12","modified_gmt":"2025-03-17T21:39:12","slug":"transforming-shareholder-engagement","status":"publish","type":"post","link":"https:\/\/allianceadvisors.com\/fr\/transforming-shareholder-engagement\/","title":{"rendered":"Transforming Shareholder Engagement An Interview With Joseph Caruso<\/span>"},"content":{"rendered":"
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JOE, IT’S BEEN A FEW YEARS SINCE OUR LAST INTERVIEW WITH YOU. CAN YOU GIVE US AN UPDATE ON HOW THINGS ARE GOING AT ALLIANCE ADVISORS?<\/p><\/blockquote>\n

Best-in-class customer service and product innovation have always been the hallmark of the 成人视频’ customer experience since we started as a business in 2010.<\/p>\n

The company is doing especially well as we focus on new and better products and a commitment to improve our services to our new and existing clients. Our new company slogan – “Going Beyond To Achieve Your Goals” – encapsulates our focus on bringing meticulous customer service to clients and the unwavering pursuit of product innovation 成人视频<\/a> now offers clients the most comprehensive and user-friendly 360-degree approach to shareholder engagement<\/a> of any company in the market…. and our recent client growth reflects this.<\/p>\n

TALK ABOUT ALLIANCE ADVISOR’S CUSTOMER GROWTH AND EXPANSION OVER THE PAST SEVERAL YEARS.<\/p><\/blockquote>\n

In 2022, we served nearly 900 US and multi-national companies and in 2023 we worked with over 1,200 companies. We are predicting to have over 1,400 clients in 2024, so you can see that our growth trajectory is among the best in the industry.<\/p>\n

Our client growth reflects our focus on our geographical expansion. We now have offices and ‘boots on the ground’ in six markets including the United States, Canada, London, Hong Kong, Taipei, and Korea, with plans to open an office in Tel Aviv in the near future. We completed 120 international assignments across 14 countries in 2023.<\/p>\n

We also have a state-of-the art virtual call center that allows for limitless expansion and shareholder contact.<\/p>\n

Because of our focus on expansion, we engaged with over 4 million retail investors in the past 12 months through various communication methods including phone calls, text messaging, social media engagement and a unique direct mail operation.<\/p>\n

One of the things I am most proud of is that nearly 50% of our new customers come to 成人视频 through referrals. That, coupled with our 99.9% customer retention rate, illustrates our clients’ belief in our service – which is second to none.<\/p>\n

What differentiates 成人视频 from others in the industry is the quality and reliability of the data we provide to our clients, our 24\/7 customer service model and our proactive customer communication<\/a> approach.<\/p>\n

WHAT ARE THE CORE SERVICES THAT ALLIANCE ADVISORS PROVIDES TO CLIENTS?<\/p><\/blockquote>\n

成人视频 continues to be a leader in offering Shareholder Meeting Advisory, off season Shareholder Engagement<\/a>, Compensation, Governance & ESG advisory<\/a>, Stock ID and Proxy Logistics<\/a>.<\/p>\n

成人视频 has a leading compensation consultancy team that works closely with outside compensation consultants, company CFOs and management, which underscores our comprehensive approach to meeting each client’s unique needs. Compensation plans are now heavily influenced by ESG scores and we provide gap analysis between company actions and investor expectations, while focusing on execution of the plan to get the vote.<\/p>\n

On the ESG front, our experts are fully up-to-date on the ever-changing disclosure requirements and we work with each of our customers on a very granular level to identify the policies that apply to their business – and those that don’t – and how best to disclose them in the proxy statement<\/a>.<\/p>\n

TELL US ABOUT ALLIANCE ADVISORS’ RECENT ACQUISITION<\/a> OF LHA ADVISORS AND WHAT THIS MEANS TO CLIENTS.<\/p><\/blockquote>\n

成人视频 entered the investor relations<\/a> business in a major way with the acquisition of New York-based LHA Advisors in Q3 of 2023. This important addition complements our existing services and provides a 360-degree view of shareholder engagement, particularly when engaging with portfolio managers and the buy side… versus folks on the stewardship<\/a> side. There has always been a major gap for most companies trying to engage with their unique shareholder bases; the acquisition of LHA makes Alliance the only company offering this fully integrated service to close that gap.<\/p>\n

WHAT ARE THE BENEFITS OF THIS IR COMPONENT FOR CLIENTS AND HOW ARE YOU DELIVERING THIS SERVICE?<\/p><\/blockquote>\n

Our proprietary Invictus platform was developed in-house at 成人视频 to allow clients to access a single platform to see the full results of their investor relations engagement efforts in real-time.<\/p>\n

No other firm except 成人视频 can provide clients with data to measure if IR shareholder engagement is actually working. This is where the “rubber meets the road.” The Invictus platform provides companies with a real-time scorecard on the efficacy of their IR effort. You will know within two weeks if the IR campaign is working – or not – and we work with our clients to re-adjust their campaigns accordingly.<\/p>\n

Invictus was introduced as the only comprehensive system that interconnects the shareholder ecosystem, providing clients with access to data on roadshow results, stock buying and selling, and voting information. This is a real game-changer.<\/p>\n

HOW DOES THIS PLATFORM WORK?<\/p><\/blockquote>\n

Invictus was developed in-house by 成人视频 to “Smash the Black Box” around proxy solicitation<\/a> management and shareholder ownership insights. Through a customized digital portal, Invictus brings our clients inside the action by providing on-demand access to:<\/p>\n