Industry

Banking & Financial Services

The client faced challenges scaling compliant, high-quality stakeholder engagement while managing low contact rates, temporary staffing ramps, and regulatory risk. ResultsCX deployed a scalable, compliance-focused solution, stabilizing proxy outreach and improving outcomes. The solution enables the client to scale confidently, engage shareholders efficiently, and meet their goal of securing predictable votes per hour, allowing for accurate forecasting of quorum attainment timelines.

The Results:

0 x +

Increase in hours staffed

0 %

Increase in contact voting percentage between 2023 and 2025

0 %

Increase in contact rate using dialer segmentation strategy

The Challenge

The global stakeholder advisory firm proactively engaged shareholders ahead of proxy meetings, addressing inquiries and securing votes while safeguarding the shareholder experience. It aimed to maximize lead penetration through daily productivity targets and optimized dialer management. However, inability to ramp staff at short notice, low contact rates, and heightened risk of calls being labeled as spam—along with Do Not Call (DNC) requests and complaints—posed significant challenges.

The Solution

Since 2019, ResultsCX has partnered closely with the client, collaborating in real time to align strategy and performance.

Rapidly mobilized staff through cross-training tenured employees, seasonal redeployment, and temporary hiring.
Increased contact rates using advanced dialing technology and dialer stratification to optimize lead lists and maximize vote capture.
Certified agents through structured proxy training, campaign-specific modules, and performance-based skilling.
Leveraged elite outreach pods to convert large shareholder votes.
Expanded engagement through SMS and chat, and enabled near real-time reporting to track voting progress.

The Customer

Premier global stakeholder advisory firm headquartered in New York and London, providing specialized services in corporate governance, proxy solicitation, capital markets, and strategic communications. The company assists corporate boards and executives in managing shareholder meetings, mergers and acquisitions, and activism defense, serving over 2,000 clients worldwide.