Accelerate shareholder engagement and value with strategic, world-class and compliant proxy communications.
Optimize efficiencies — experience seamless, turn-key, expert-supported proxy solutions from advisory services, strategy, design and print to annual meeting services and more.
Yield superior results with value-driven, intelligently-designed shareholder materials
Proxy Strategy, Design & Advisory Services
Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting.
Disclosure Management, EDGAR Filing & Expertise
Streamline financial reporting with our purpose-built software, new ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.
Design & Editing Services
Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services.
Annual Meeting Services
DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:
- Broker search capabilities
- Real-time online vote results
- Final tabulation
- Inspector-of-election services
- Virtual, in-person or hybrid shareholder meetings
- SEC (Form 8-K) filing tabulation results
Production & Distribution
Personalized, customized & branded shareholder documents in either a printed or digital format and handled by our experienced staff and globally distributed.
Product Spotlight
Did you know your proxy could help you do this?- Identify, understand and avoid risks
- Create communication strategies
- Put the spotlight on corporate strengths
- Make data-driven decisions about content
- Create custom designs for compelling storytelling
- Tap into industry trends and best practices
- Identify, understand and avoid risks
- Create communication strategies
- Put the spotlight on corporate strengths
- Make data-driven decisions about content
- Create custom designs for compelling storytelling
- Tap into industry trends and best practices
Elevating your shareholder communications design
Our design experts can help you amplify your company story and define what sets your company apart.
Super-charge your proxy process with our award-winning tools
A fast, affordable SEC filing platform
The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.
Accelerate your deal process with our award-winning virtual data room
Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.
Business Intelligence at your fingertips
Whether conducting research to support stakeholder communications, building your annual proxy, or analyzing ever evolving ESG disclosures, EDGAR® Online helps you efficiently extract the meaningful data from real-time SEC Filings.
Get the key information you need to prepare strategic analysis and recommendations or to help evaluate new business initiatives.
Accelerate the review process with AI by your side
Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.
Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.
See why more than 1/3 of North American public companies choose DFIN as their proxy partner
Product Spotlight
Demands on ESG reporting are intensifyingCapital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.
Capital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.
Over 60% of the award recipients were DFIN clients at the 2020 IR Magazine Awards held virtually - with DFIN sponsoring Best ESG Reporting Award!
Get the latest insights on proxy solutions
Moving Forward -- Acceleration in reporting is driving the proxy outlook for 2021
Let’s talk about your next proxy statement.
call +1 800 823 5304