Something interesting happened here recently

Something interesting happened here recently. Our Director of Sales, Thomas Schneiders, came in to my office and said that when he was talking to a prospect (now a client), he explained that one of the differences between StockTrans and other transfer agents was our StockTrans Concierge Services. I asked Tom what he meant by that, because I had never heard that term in relation to stock transfer agents before.

Tom said “All the extra things and services that we offer to our clients that other stock transfer agents don’t, because of the length of time we have been in the stock transfer business, and because of the special market niche we fill. Like pointing our clients to who we think is the best vendor for them, based on our years of experience of being able to view the clients’ satisfaction through their eyes.” I said, “What kind of vendors are you talking about?” Tom said, “Good captive brokers for their stock benefit plans, investor relations firms, expert legal counsel, financial printers, PR agencies, and the like. You know, because we have been around so long, we know who is good for small to mid-cap companies, and who isn’t.”

That made me think: and here comes the interesting part (at least as far as we, as a stock transfer agent, are concerned). For years and years, I have been trying to figure out a way to describe the special care and personal involvement we provide all our clients, but I couldn’t put my finger on the right phrase.

I think Tom has done it; from our holding your hand through your annual meeting, to our real, live, experienced professionals who answer the phone, to assisting your shareholders when they want to sell their DRIP shares, to helping you set up an Employee Stock Purchase Plan, to offering the world’s greatest stock benefit plan full administration services and self-administration software, to answering all you shareholders’ questions with personal attention, to monitoring the time constraints of your SPAC, to helping you in your acquisition of another company, to easing the way for non-U.S. shareholders to transfer their shares, to explaining to you what the advantages and disadvantages are of participating in the DRS system vs. just being eligible for DRS, …well, you get the point.

StockTrans Concierge Services! That is who we are and what we do, and we’ve been doing it for almost 40 years! So, to Tom, for coming up with the perfect description of how StockTrans is different from all the other stock transfer agents-thanks, young man- I owe you one.