Mediant, a provider of investor communications solutions, closed out a record year in 2017. The fintech company achieved multiple milestones in the areas of customer acquisition, product development, industry leadership, office expansion, and year-over-year sales growth. Off the back of a record year, Mediant also announced the release of its 2018 Annual Proxy Guide to help corporate issuers prepare with the planning and execution of annual meeting events.
For Mediant’s growing portfolio of broker-dealer clients, it will deliver solutions for proxy, prospectus services, corporate action notifications, e-consent, e-delivery, and more. In 2017, Mediant’s Broker Services division signed four new broker-dealer clients, while maintaining an exceptional renewal rate, with multi-year agreements to enhance investor communications and safeguard regulatory compliance.
“In this complex regulatory environment, we are proud to exceed our clients’ expectations for complete transparency, increased operational efficiency, and sophisticated technology,” said Lisa Warren, Chief Customer Officer.
Following the initial launch, Mediant’s Fund Services division gained momentum this year by expanding its sales team and leadership team, developing new call center facilities in two states, and successfully completing the first proxy season delivering its new solution portfolio to clients. Looking ahead to 2018, Mediant will continue to serve as the preferred proxy provider for industry leading funds, REITs, insurance companies, and alternative investments.
Mediant continued to invest in its technology, piloting a new solution for financial advisors, investment managers, retail investors, and back office operations professionals. Additionally, Mediant’s physical presence grew as well, with office space growth in Cary, NC and Boston, MA.
“As we release this year’s Annual Proxy Guide, we are celebrating our accomplishments from the past year by continuing to commit to our main focus: empowering our clients through exceptional service, intelligent technology, and customized solutions,” said Sherry Moreland, President and COO of Mediant. “We look forward to a strong year ahead.”