Talon equips proxy solicitors, transfer agents, custodians, and issuers with the data, outreach, and voting infrastructure they need to run a clean campaign. Cleansed lists. Householded notices. Multi-channel voting. Certified close. One operations center, every season.
Each service runs on the same Talon operating platform — same data engine, same observability, same audit posture. Pick the services you need; we'll fill in the rest.
Pre-proxy notice and access enrollment via web and IVR. Configurable enrollment paths, multi-language voice prompts, real-time response capture. Compliant with SEC e-proxy rules, audited per enrollee.
Group records belonging to the same household, account, or beneficial owner across multiple registers. Reduce duplicate mail and message volume by 20–40%, preserve relationship context, and keep custodial nuances intact.
End-to-end proxy voting across web, IVR, SMS, and live agent. Real-time tabulation, weighted-share tallies, tamper-evident audit. Vote prediction based on historical behavior available for high-stakes contests.
Powered by ACE — our Artificial Intelligence Cleansing Engine. Standardize names, addresses, casing, and fields. Handle ADP and DTC feeds, custodial files, and whatever your transfer agent emits. International formats supported, Canada included.
Locate missing shareholders. Append addresses, phone numbers, emails to thin records. Reconcile records across multiple transfer agents and registers. Match rates audited and reported per pass.
Voting pattern history, retention, and behavior-based vote prediction. Useful for contested votes, hostile bids, and any campaign where knowing your "for" floor before the polls open matters.
Every proxy campaign runs through the same pipeline. Same data engine feeding the same notice infrastructure feeding the same ballot system. Observable end-to-end, audited at every step.
ADP, DTC, custodial, and TA feeds go in. ACE normalizes, dedupes, householdes, and appends. Out comes a clean, reachable electorate.
E-proxy notice via email, SMS, MMS, and IVR. Web and phone enrollment paths. Real-time enrollment counts flow back into PASSPort as they arrive.
Multi-channel vote capture with token validation. Real-time weighted-share tally. Tamper-evident audit log. Certified close-of-poll report at the gavel.
Talon is a strategic extension — not a replacement — for your existing investor relations stack. We deploy under your brand, we don't compete for the shareholder relationship.
Every shareholder interaction — enrollment, notice receipt, vote cast — surfaces in PASSPort the moment it happens. Run a campaign with confidence; reconcile it with proof.