Shareholder Services - ShARP© (cont.)


When paired with Talon’s data processing services, ShARP/PMC provides additional flexibility:

  • Interface with one or multiple Transfer Agent source data feeds
  • Convert, cleanse and standardize ownership data from multiple formats/sources

The Need for Asset Reunification and Post Merger Clean Up
Asset reunification allows a company to be clear about the status of its shareholder base and all its assets. Equally, any program designed to resume contact with shareholders and constituents can act as indirect marketing, providing significant impact to the bottom line. Losing contact with shareholders can be a wasted opportunity, but it occurs quite often due to stale or outdated contact data.

Shareholder contact data becomes stale for a number of reasons.  People simply forget to update their addresses causing accounts to become dormant. Ongoing demographic trends, such as an aging population where assets are held for longer timeframe and traded less actively, also tend to cause breakdowns in communication.  Many corporate actions (i.e. merger, acquisition, de-merger, restructuring, share consolidation, de-listing, demutualization or bonus issues) contribute to unclear share ownership and dividend entitlement.  Therefore, the need for shareholder asset reunification exists.

ShARP/PMC's product features diminish the complexity associated with conversions in your campaign.  Simplified functionality allows the ability for you or your vendor to control the entire process for each campaign from start to finish.

ShARP/PMC Data Cleanse & Append
A cleansed data set from Talon is a cost-effective way to facilitate your company’s ability to contact shareholders, tender outdated securities and clean up your shareholder base.  ShARP/PMC provides data cleansing and update functionality far surpassing the accuracy of our competitors. 

Automated ShARP/PMC processing incorporates Talon's proprietary data normalization routines, matching algorithms and data append services allowing for improved accuracy and timeliness in converting records from multiple media/formats, standardizing data sets and merging shareholder positions and profiles.  These same proprietary processes allow shareholder profiles to be updated for changes of address, phone appends and email appends.  Rather than relying on outdated Telco information like many of our competitors, Talon utilizes multiple current sources of proprietary consumer information to provide the best data cleansing and append results available.

ShARP/PMC data results can be enhanced to provide US Postal Service address standardization, deceased notification and next of kin matching.  For hard-to-find individuals, ShARP/PMC can be integrated with a dedicated team of experienced researchers available through your vendor. By providing the essential tools to your contact center staff to inform shareholders of their entitlements and options via mail, e-mail, fax and phone call, ShARP/PMC allows for a seamless data integration process that puts the shareholder first, and allows your firm to service them with courtesy, respect and complete confidentiality.

Is your firm current on it's PMC efforts?
How much is your firm paying to administer outdated securities positions and small holdings?  The high internal costs of administering such assets may surprise you.  Starting with a normalized and cleansed set of data makes asset reunification and tender efforts more straightforward and less expensive.  Minimize the clean up and hidden costs to your organization by leveraging Talon's data processing experience, clean up tools and shareowner communications interfaces available through ShARP/PMC. Corporate clients and service providers alike can contact Talon about ShARP or ask us about our strategic partners who are industry leaders in this field.



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