Your shareholder loyalty strategy - powered by Roundtable

5 steps for digitizing your investor relations program

Step 1: Scope Your Shareholder Base

Initiate your shareholder strategy by requesting a NOBO list. This initial step provides a basic understanding of your current individual shareholders

Step 2: Explore Basic Demographic Insights

Dive into your shareholder demographics for insights and cohort segmentation. While limited, this basic data establishes a baseline for tailoring subsequent strategies to different shareholder groups

Step 3: Implement Digital Verification (Hello, Roundtable!)

Roundtable streamlines verification, integrating seamlessly with your CRM. Elevate the shareholder experience, make strategic decisions with accurate data, and scale effortlessly. Welcome to a modern, secure, and streamlined shareholder verification process

Step 4: Measure Shareholder Loyalty

Surveil changes in portfolio activity and leverage a verified shareholder database to better understand what motivates your most loyal shareholders

Step 5: Automate Communication & Foster Community

Increase shareholder loyalty by implementing personalized and automated communication strategies

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Learn how Selina Hospitality uses Roundtable to build shareholder loyalty

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