Solutions
X-trategy offers comprehensive IR, PR and Communication solutions:
Business Identity
1. Business Identity:
A successful business goes much further than just a clever idea, or a good product or service; it requires the creation of a powerful and effective Business Concept, perfectly structured, with the ability to develop based on all the processes, strategies, and objectives of the company.
Identifying the backbone of the company/project is the key step toward having a successful business.
Services:
-
Definition of Business DNA
-
Purpose & Key Values
-
Brand Alignment
-
Market and Competition Analysis
-
Marketing and Communication Plans
Investor
Relations
2. Investor Relations:
X-trategy is dedicated to driving transformative change and delivering value to its clients across various industries. Our approach emphasizes the significance of building strong investor and shareholder relationships.
We provide a comprehensive suite of investor relations services using technology, innovative strategies, and deep industry expertise.
To achieve this, we harness technology, ensuring efficient and effective investor communication management.
Investor Relations Solutions:
-
Strategic Messaging and Positioning
-
Shareholder and investor engagement management platforms
-
Powerful and interactive shareholder sites and management dashboards.
-
Investors Events
-
Video Earnings Events
-
Virtual Investor Days
-
Town Hall and shareholder meetings
-
Social media and direct communications tools
-
Investor desktop and document management
-
Direct stakeholder email and messaging management
Corporate
Communication
3. Corporate Communication:
Unifying the company’s communication strategy and positioning creates a unique and essential compelling value.
X-trategy’s team will create a customized company business and investment narrative, trusted by investors and proven to grow impact.
The core priority is getting the message out, assuring faster engagement and notable results.
Services:
Development and Implementation of external communications campaigns:
-
Strategic messaging and positioning
-
Conference calls and presentation scripting
-
Investor deck writing, layout, and design
-
Press and earnings release creation and distribution
-
Fact sheet writing, design, and regular updating
Impactful online digital presence:
-
Development and Implementation of online campaigns
-
Social media, including network builds, content development, monitoring, and reporting
Consulting and implementation of special events:
-
Stress-free earnings reports process
-
Shareholder meetings
-
Media Interviews
-
Investor presentations
Public relations:
-
Improve engagement with investors
-
Lead-generation campaigns
-
Engagement campaigns
Shareholders
Services
4. Shareholders Services:
Built on the right insights on shareholder stock investment behavior by aggregating every interaction, translating data and market actions, X-trategy provides a powerful information dashboard.
The available output allows:
Shareholder Management and Retention
-
Track buyers and sellers
-
Interpret insights and interactions
-
Retain Shareholders
-
Identify supporters and detractors
-
Trading analytics
Powerful Investor Relations CRM Platform
-
Dynamically add contacts
-
Deal pipeline management
-
Board report builder
-
Advanced investor search
Enhanced Targeting Workflow
-
Communications and events analytics
-
AI prospecting and targeting
-
AUM (Assets Under Management) and purchasing power analysis
-
Sector and peer insights
-
Sentiment and volatility
Real Time
Proxy Management
5. Real-Time Proxy Management:
Improve corporate governance with global and local proxy distribution management. Our comprehensive and fully automated online proxy voting portal and document distribution efficiently navigate regulatory and compliance communication requirements.
X-trategy solutions cover a broad range of issuer and non-issuer companies and organizations:
For the Corporate Issuer:
-
Enhance proxy results impact: Maximize shareholder response and interaction
-
Simplify annual meetings: Streamline proxy communications efficiently
-
Ensure proxy distribution success: Leverage data-driven insights for impactful shareholder communications.
-
Effortless Transfer Agent services: Support your operations with ease.
-
Engage shareholders: Strengthen your brand and boost participation.
-
Unlock valuable insights: Make informed decisions for good governance.
-
Cost-Effective solutions: Drive down printing and distribution expenses
-
Stay compliant: Navigate regulations seamlessly
For Law Firms
Embrace innovation for speed and efficiency:
-
Streamline proxy and annual meetings, ensuring compliance and effective shareholder engagement.
-
Simplify public company proxy and prospectus distribution management, with our end-to-end solution, from planning to long-term investor engagement.
-
Simplify capital markets and annual compliance disclosure.
-
Navigate compliance quickly and accurately with our streamlined, innovative approach.
Our services include:
-
Proxy material design and printing
-
Ballot Distribution/Vote collection
-
Online vote execution and management portal
-
Vote tabulation and collation
-
Auditing and 3rd party verification
-
Meeting management and translation
-
Shareholder follow-up and participation encouragement
-
Legal and compliance counseling
A comprehensive diagnosis that allows us to develop a personalized strategic
plan for each client.
Every consulting program begins with a comprehensive diagnosis that allows us to perfectly identify and understand the current situation of our client's business or company.
Based on the results we are able to structure a personalized strategic plan that allows us to solve the challenges your business might encounter so you can successfully accomplish your goals.