Shareholder Survey Services
Trusted Insight from the Industry’s Most Experienced Shareholder Research Team
For more than 30 years, Group Five has helped issuers understand and elevate their registered shareholders’ experience. Our shareholder survey services provide clear, actionable insights into how registered shareholders feel about the transfer agents who service their accounts. Our industry experience and expertise uniquely position us to deliver the objective data companies need to strengthen relationships, enhance service performance, and maintain confidence in their transfer agent partners.
Why Measure Shareholder Satisfaction?
Registered shareholders rely on transfer agents for critical account services - from dividend payments to online access and transaction support. Their satisfaction directly influences:
Perceived quality of your shareholder services
Confidence in your corporate administration
Loyalty and long-term engagement
Reputation and compliance posture
Our surveys give issuers a reliable, unbiased view of the shareholder experience so they can make informed decisions with clarity and confidence.
Comprehensive Survey Solutions: Paper + Online
Every issuer’s shareholder base is unique, which is why we offer flexible survey methods that meet shareholders where they are.
Paper Surveys
Ideal for shareholders who prefer traditional communication. Our paper surveys are professionally formatted, easy to complete, and designed for high response rates.
Online Surveys
Fast, secure, and accessible on any device. Digital surveys provide timely feedback and efficient data collection while maintaining strict confidentiality standards.
By offering both response channels, we capture a more representative sample that ensures your insights reflect your full shareholder base.
Deep Industry Expertise. Unmatched Continuity
Our longevity in the shareholder services industry sets us apart. For decades, issuers have relied on us to deliver:
Consistent methodology that enables year-over-year comparison
Benchmarking against industry norms and historical trends
Expert interpretation from professionals who understand the nuances of transfer agent operations
Trusted stewardship of sensitive shareholder information
When you work with Group Five, you benefit from a partner who has seen the industry evolve and knows how to interpret results within that context.
What You Receive
Our end-to-end service includes everything you need to understand and act on shareholder satisfaction:
Survey design and customization
Distribution and response management (paper, online, or hybrid)
Secure data collection and processing
Detailed analytical reporting
Trend analysis and multi-year comparisons
Actionable recommendations for transfer agent oversight and improvement
We transform raw data into insights that drive better governance and stronger shareholder relationships.
A Clearer View of your Transfer Agent’s Performance
Your shareholders’ experiences matter. Our surveys shine a spotlight on what’s working, what isn’t, and where improvements will have the greatest impact. Issuers rely on our reporting to:
Validate transfer agent performance
Identify service gaps
Strengthen communication strategies
Make data-backed oversight decisions
We help you see the full picture, because what gets measured gets done.
Let’s Elevate Your Shareholder Experience
If you’re ready to gain a deeper understanding of your shareholders’ satisfaction, we’re here to help.
Contact us today to learn how our shareholder satisfaction surveys can support your governance and service-quality goals.