In a recent Advisorpedia podcast, Stephen C. Daffron, BetaNXT Chairman and CEO, talks about the evolving wealth management landscape, the challenges faced by wealth advisors, and the company’s commitment to investing in firms that align with its mission of elevating the wealth management ecosystem. https://lnkd.in/es4cExU3 #connectedwealth #advisors #wealthmanagement
Mediant
Financial Services
New York, New York 1,759 followers
The smart choice for investor communications
About us
Mediant, a BetaNXT business, delivers investor communications solutions to brokers, corporate issuers and funds. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. We enable brokers to effectively manage all potential touchpoints within the investor communications lifecycle -- from proxy statements and prospectuses to voluntary corporate actions. We provide corporate issuers with turnkey proxy processing, and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution.
- Website
-
http://www.mediant.com
External link for Mediant
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2002
- Specialties
- investor communications, shareholder communications, proxy events, account reporting, digital shareholder meetings, client communications, corporate actions, digital transformation, annual general meetings, and custodian bank post-trade solutions
Locations
Employees at Mediant
Updates
-
Mediant reposted this
The number of corporate action (CA) events continues to climb, creating manual work that weighs on brokers. Mediant, a BetaNXT business, helps digitally transform the investor communications lifecycle and offers MIC ReOrg Manager, a solution that automates these processes. Let us help you take the friction out of your CA events. Visit https://hubs.la/Q020P4cw0 #connectwealth #corporateactions #brokers
-
-
Mediant reposted this
Mediant, a BetaNXT business, helps our clients effectively manage all potential touchpoints within the investor communications lifecycle — from proxy statements and prospectuses to voluntary actions. Our industry knowledge and expertise make us the right partner for strategic support in preparing and delivering vital investor and client communications. Let us help you address your investor communications challenges. Visit https://hubs.ly/Q01_PwHM0 #connectwealth #investorcommunications #brokers
-
-
Mediant reposted this
@[BetaNXT](urn:li:organization:82284796) CEO @[Stephen C. Daffron](urn:li:person:9Ls3gwrpcL) describes the role of data science in financial services, how to create more value for clients, and the importance of industry collaboration in this episode of our Heard at Ops series: https://lnkd.in/e-K5vGu8 "This is a very competitive business, as it should be. Yet even though we are competitors, we are also collaborators.” {hashtag|\#|SIFMAOps} {hashtag|\#|data} {hashtag|\#|capitalmarkets}
-
Mediant reposted this
We are thrilled to welcome Peter Horowitz to BetaNXT as Head of Corporate Development. Details on Peter's appointment can be found here: https://hubs.ly/Q01_2r5P0
-
-
Mediant reposted this
BetaNXT believes that a frictionless securities industry is within reach. We are building the next generation of connected wealth management solutions that will end the frustrations associated with today’s disjointed platforms. Learn more about BetaNXT's technology and expertise that will make a comprehensive, end-to-end advisor and investor experience possible. https://hubs.ly/Q01-JLqW0 #connectedwealth
-
-
Mediant reposted this
Do you have an opinion on Shareholder Stewardship and how it can be improved? #Proxymity are supporting a new industry #survey, working with the ISSA - Intl Securities Services Association, in co-operation with FIS and Goal Group of Companies. Together we're collecting valuable data and seeking your opinion to shape the future of shareholder stewardship. Take a moment to share your insights and contribute to this important initiative. Your feedback will help identify future areas for growth and collaboration. Together, we can drive positive change and enhance shareholder engagement. Click here to access the survey: https://lnkd.in/eF65CKfU #ShareholderStewardship #IndustryInsights #ESG #ShareholderEngagement
-
-
On Monday, July 24 at the Shareholder Services Association Annual Conference in Miami Beach, FL, join our own John Lopinto at 9:15am for the session: Engaging Retail Shareholders. And directly following at 10:15am, join our own Laura Sweitzer Franconi for the session on annual meetings. Looking forward to participating with our industry colleagues! #shareholderservices #annualmeeting #shareholderengagement https://lnkd.in/etCq_5uk