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Step by step instructions
to reimagine your proxy

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the financial proxy process and deliver a more effective shareholder communication.

Get the Guide for US or Canadian Proxies

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Yield superior results with value-driven, intelligently-designed shareholder materials

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

Elevating your shareholder communications design

Our design experts can help you amplify your company story and define what sets your company apart.




Annual Report


Sustainability Report


Investor Communications


IR Website Services

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Super-charge your proxy process with our award-winning tools

ActiveDisclosure by DFIN

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.

Venue by DFIN

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.

Get ahead of regulatory momentum

New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.

eBrevia by DFIN

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.

Celebrating 2022 IR Magazine award winning client partnerships

Moody's Logo
American Airlines Group Logo
Shwerin Williams Logo
Next ERA Energy Logo
Apollo Logo
EOG Resources Logo
Prudential Logo
Caesars Entertainment Logo
Waste Connections Logo
Merck Logo
Medtronic Logo

One in three North American filers are DFIN proxy clients

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Nerdwallet Logo
Verizon Logo
Keurig DrPepper Logo
General Motors Logo
Home Depot Logo
Victoria Secret Logo
Netflix Logo
Merck Logo
AT&T Logo
Wells Fargo Logo
BrightHouse Logo
20Th Callaway Golf Logo
Capital One Logo
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Microsoft Logo
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More findings, right this way

Case Study

Double-Digit Increases in Sales Metrics

Craig Clay
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Video Podcast

DFIN and Force Management Command Center

Craig Clay
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Video Podcast

DFIN's Digital Transformation and how Force Management Platform Assists with Sales

Craig Clay
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Executive Compensation Disclosure Handbook – Updated February 2023

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There Are No Shortcuts with SEC’s New Pay Versus Performance Rule

View blog


The Proxy Season Field Guide – 10th Edition

View guide


Corporate Governance Outlook 2023

Read article


Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong?

Read article


A challenging 2022 sets the stage for better days

View blog


Preparing for Proxy Season 2023

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What To Know About The New Universal Proxy Card Requirements

What To Know About The New Universal Proxy Card Requirements Card
View resource

Video Podcast

SEC Insider by DFIN | New SEC Rules for Universal Proxy Cards with Jean Luther and Ron Schneider

New SEC Rules for Universal Proxy Cards
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Video Podcast

Preparing for the 2023 Proxy & Disclosure Season with Ron Schneider

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Webinar Replay: Navigating DFIN’s Guide to Effective Proxies

Webinar Replay
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Video Podcast

Compliance Creative Design & Style in ESG & Proxy with Kelly Ball, Creative Manager for Corporate Governance and Compliance Services, DFIN

Kelly Ball
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DFIN releases 10th Edition Guide to Effective Proxies

View guide

Press Release

DFIN Publishes Annual U.S. and Canadian Guides to Effective Proxies, Showcasing Critical Disclosure Trends

Publishes Annual
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ESG Board Oversight Takes Center Stage - 2022 Proxy Season Recap: Preparing for 2023

2022 Proxy Season Recap
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Telling the Story: The Proliferating Use of ESG and Other Nonfinancial Performance Metrics

Read article


DFIN Celebrates 2022 IR Magazine Award Winners

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