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The operational backbone your proxy season demands

Surge-ready, SEC-compliant operations that deliver predictable vote completion when outcomes matter most.
Talk to Our CX Experts →

Global Scale

5K+ US-based Agents

Multilingual Delivery

Secure & Compliant

Rapid Ramp Ready

Built for the intensity of proxy season

Proxy season puts enormous pressure on solicitors and infrastructure providers — high volumes, compressed timelines, and zero margin for error.

ResultsCX addresses these challenges head-on.

We deliver fully scalable, SEC-compliant engagement teams that execute retail and institutional vote outreach across every channel.

Our operations are built for peak season intensity. We ramp rapidly, maintain regulatory rigor throughout, and stay focused on one objective: getting a predictable number of votes across the finish line.

Partner with us for the operational backbone, so your team can concentrate on strategy and stakeholder outcomes.

End-to-end Shareholder Engagement

  • Omnichannel shareholder support
  • Compliant outbound proxy voting campaigns

Elite Pod White-glove Service

  • Dedicated elite agent pods
  • Concierge support for high-value shareholders
  • Executive-level oversight & reporting

Data & Reach Optimization

  • Phone appends & contact enhancement
  • Advanced lead segmentation

AI Intelligence Layer

  • Sentiment analysis to gauge shareholder intent
  • Topic & trend analysis to refine messaging

Surge-ready

Dedicated campaign pods deployed in days with trained, script-ready agents.

Compliance-first

QA, call monitoring, and disclosure controls built into every engagement.

Omnichannel

Phone, email, SMS, chat — reaching shareholders where they respond.

Data-driven

Real-time reporting, contact analytics, and voting yield intelligence.

Two markets. One trusted partner.

Whether you are navigating the intensity of proxy season or managing year-round proxy infrastructure, ResultsCX delivers the execution rigor and accuracy required to eliminate volatility in your most critical operational windows.

 

For Proxy Solicitors

Surge-ready execution that secures quorum

The execution partner proxy solicitors rely on during peak voting moments — delivering compliant, surge-ready shareholder engagement that converts intent into counted votes.

  • Eliminate volume spikes with 1–2 week AGM and M&A ramp support
  • Prevent quorum shortfalls and momentum loss in contested situations
  • Resolve login failures and ballot issues at deadline
  • Mitigate non-compliant outreach risk with script adherence and call auditability

For Infrastructure & Operations Providers

Audit-ready operations that meet every deadline

Scalable, audit-ready execution for transfer agents and platform providers — handling shareholder support and reconciliation so every deadline is met with accuracy and confidence.

  • Reduce manual task burden and certification deadline pressure across thousands of meetings
  • Eradicate data mismatches and duplicate votes across brokers, custodians, and platforms
  • Overcome AGM season bottlenecks, cost overruns, and issuer SLA pressure
  • Maintain clean audit trails, post-meeting reporting, and regulatory compliance
Get a Proxy Readiness Review →

Measurable results. Real success.

Global stakeholder advisory firm transforms proxy outreach with a scalable, performance-driven support model

 

A premier global stakeholder advisory firm serving over 2,000 clients worldwide needed to scale compliant, high-quality shareholder engagement while managing low contact rates, short-notice staffing ramps, and heightened regulatory risk.

How ResultsCX helped:

  • Rapidly mobilized staff through cross-training, redeployment, and targeted hiring
  • Increased contact rates using advanced dialing technology and dialer stratification
  • Certified agents through structured proxy training and performance-based skilling
  • Deployed elite outreach pods to convert large institutional votes
  • Expanded engagement via SMS and chat with real-time vote progress reporting
Read the Full Case Study →
Increase in hours staffed
16 x+
Increase in contact voting percentage between 2023 and 2025
12.6 %
Increase in contact rate using dialer segmentation strategy
2 %

Purpose-built for high-volume, compliance-sensitive proxy execution — across both segments

  • For Proxy Solicitors
  • For Infrastructure & Operations Providers

Pre-campaign
Campaign launch
Meeting day
Post-meeting
Surge-ready campaign operations
  • 1–2 week ramp with trained agents
  • 24×7 coverage during peak voting windows
  • Dedicated teams for live contested situations
  • Overflow handling during AGM season
Retail shareholder outreach
  • Compliant outbound vote reminders
  • Inbound voting assistance
  • Multichannel CX: phone, email, chat, SMS
  • Educational calls
Voting support & issue resolution
  • Control number reissuance support
  • Access and login troubleshooting
  • Ballot clarifications

Meeting-day command centers

  • Last-mile quorum push
  • Exception handling during final hours
  • Live reporting to solicitor teams
Reporting & audit
  • Compliant outbound vote reminders
  • Comprehensive campaign audit trails
  • Vote outcome reporting to client teams

Pre-campaign

Surge-ready campaign operations

  • 1–2 week ramp with trained agents
  • 24×7 coverage during peak voting windows
  • Dedicated teams for live contested situations
  • Overflow handling during AGM season

Campaign launch

Retail shareholder outreach

  • Compliant outbound vote reminders
  • Inbound voting assistance
  • Multichannel CX: phone, email, chat, SMS
  • Educational calls

Meeting day

Voting support & issue resolution

  • Control number reissuance support
  • Access and login troubleshooting
  • Ballot clarifications
Meeting-day command centers
  • Last-mile quorum push
  • Exception handling during final hours
  • Live reporting to solicitor teams

Post-meeting

Reporting & audit

  • Compliant outbound vote reminders
  • Comprehensive campaign audit trails
  • Vote outcome reporting to client teams

Pre-campaign
Campaign launch
Meeting day
Post-meeting
Data operations & QA
  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification
Shareholder helpdesk operations
  • Tier 1 & Tier 2 shareholder support
  • Voting process guidance
  • Platform access troubleshooting at scale
Reconciliation & exception management
  • Break/fix workflows and escalation queues
  • Duplicate vote investigation
  • Case handling for reconciliation gaps
Document processing & post-meeting support
  • Physical and digital document handling
  • Post-meeting reporting support
  • Multilingual shareholder support

Pre-campaign

Data operations & QA

  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification

Campaign launch

Shareholder helpdesk operations

  • Tier 1 & Tier 2 shareholder support
  • Voting process guidance
  • Platform access troubleshooting at scale

Meeting day

Reconciliation & exception management

  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification

Post-meeting

Document processing & post-meeting support

  • Physical and digital document handling
  • Post-meeting reporting support
  • Multilingual shareholder support

For Proxy Solicitors

Pre-campaign
Campaign launch
Meeting day
Post-meeting
Surge-ready campaign operations
  • 1–2 week ramp with trained agents
  • 24×7 coverage during peak voting windows
  • Dedicated teams for live contested situations
  • Overflow handling during AGM season
Retail shareholder outreach
  • Compliant outbound vote reminders
  • Inbound voting assistance
  • Multichannel CX: phone, email, chat, SMS
  • Educational calls
Voting support & issue resolution
  • Control number reissuance support
  • Access and login troubleshooting
  • Ballot clarifications

Meeting-day command centers

  • Last-mile quorum push
  • Exception handling during final hours
  • Live reporting to solicitor teams
Reporting & audit
  • Compliant outbound vote reminders
  • Comprehensive campaign audit trails
  • Vote outcome reporting to client teams

Pre-campaign

Surge-ready campaign operations

  • 1–2 week ramp with trained agents
  • 24×7 coverage during peak voting windows
  • Dedicated teams for live contested situations
  • Overflow handling during AGM season

Campaign launch

Retail shareholder outreach

  • Compliant outbound vote reminders
  • Inbound voting assistance
  • Multichannel CX: phone, email, chat, SMS
  • Educational calls

Meeting day

Voting support & issue resolution

  • Control number reissuance support
  • Access and login troubleshooting
  • Ballot clarifications
Meeting-day command centers
  • Last-mile quorum push
  • Exception handling during final hours
  • Live reporting to solicitor teams

Post-meeting

Reporting & audit

  • Compliant outbound vote reminders
  • Comprehensive campaign audit trails
  • Vote outcome reporting to client teams

For Infrastructure & Operations Providers

Pre-campaign
Campaign launch
Meeting day
Post-meeting
Data operations & QA
  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification
Shareholder helpdesk operations
  • Tier 1 & Tier 2 shareholder support
  • Voting process guidance
  • Platform access troubleshooting at scale
Reconciliation & exception management
  • Break/fix workflows and escalation queues
  • Duplicate vote investigation
  • Case handling for reconciliation gaps
Document processing & post-meeting support
  • Physical and digital document handling
  • Post-meeting reporting support
  • Multilingual shareholder support

Pre-campaign

Data operations & QA

  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification

Campaign launch

Shareholder helpdesk operations

  • Tier 1 & Tier 2 shareholder support
  • Voting process guidance
  • Platform access troubleshooting at scale

Meeting day

Reconciliation & exception management

  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification

Post-meeting

Document processing & post-meeting support

  • Physical and digital document handling
  • Post-meeting reporting support
  • Multilingual shareholder support

Proxy voting operations:

Where execution risk is rising and what firms can do about it

For Proxy Solicitors

Pre- campaign
Surge-Ready Campaign Operations
  • 1–2 week ramp with trained agents
  • 24×7 coverage during peak voting windows
  • Dedicated teams for live contested situations
  • Overflow handling during AGM season
Pre- campaign
Campaign launch
Retail Shareholder Outreach
  • Compliant outbound vote reminders
  • Inbound voting assistance
  • Multichannel CX: phone, email, chat, SMS
  • Educational calls
Campaign launch
Meeting day
Voting Support & Issue Resolution
  • Control number reissuance support
  • Access and login troubleshooting
  • Ballot clarifications

MEETING-DAY COMMAND CENTERS

  • Last-mile quorum push
  • Exception handling during final hours
  • Live reporting to solicitor teams
Meeting day
Post- meeting
Reporting & Audit
    • Comprehensive campaign audit trails
    • Vote outcome reporting to client teams
Post- meeting

For Infrastructure & Operations Providers

Pre- campaign
Data Operations & QA
  • Phone appends & contact enhancement
  • Data ingestion, validation, and cleansing
  • Meeting data standardization
  • Accuracy checks before certification
Pre- campaign
Campaign launch
Shareholder Helpdesk Operations
    • Tier 1 & Tier 2 shareholder support
    • Voting process guidance
    • Platform access troubleshooting at scale
Campaign launch
Meeting day
Reconciliation & Exception Management
    • Break/fix workflows and escalation queues
    • Duplicate vote investigation
    • Case handling for reconciliation gaps
Meeting day
Post- meeting
Document Processing & Post-Meeting Support
  • Physical and digital document handling
  • Post-meeting reporting support
  • Multilingual shareholder support
Post- meeting
Read the Blog →

Ready to take the pressure off your next proxy season?

From first contact to final vote count, ResultsCX delivers the speed, compliance, and scale your campaigns demand. No ramp anxiety. No quorum risk. Just execution that gets results.

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