​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Loan applications, customer onboarding, claims processing and payments have traditionally been manual and paper-based business processes. Today, you can increase efficiency, lower costs and increase customer conversion rates by simplifying and digitizing your business processes.

We help you transform your business digitally, whether you are just beginning to take some customer communications online or are nearing the end of your digital journey. We standardize, automate and apply intelligent business processes during customer engagement through our secure platforms. Our processes can reduce costs, increase customer engagement and drive new revenue – without large infrastructure investments.​​

Increase your effici​ency and improve the customer experience​

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    Simplify Administration

    Reduce your risk and errors, cost and processing time through our expertise in straight through processing and exceptions management

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    Efficiently manage your data exchange and payments

    Save time and improve accuracy by managing your contributions and rollovers digitally

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    Enhance the customer experience

    Deliver a personalized experience and faster decisions by automating workflow and eliminating paper-based processes

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    Increase customer satisfaction

    Improve conversion rates and customer engagement with seamless digital onboarding and process management

Organizations trust Computershare to manage their business-critical processes


Banking and Finance

The secure management of business-critical payment data and documents is one of our core capabilities. We help our clients become more efficient and accelerate processing and response times by digitizing their inbound document processes. They trust us to manage their data transfer, helping to ensure that their data and customer communications are secure.

If you are just starting your transformation to digital, we can help you along your journey, bringing new aspects of your customer lifecycle online, including real-time communications and automated trigger notifications by email or SMS.

Mortgages and Lending

The loan origination process is complex for both sides of the application. By mapping the customer journey, replacing inefficient paper-based procedures with dynamic e-forms and document verification automation, and integrating with 3rd party data validation APIs, our clients reduce duplication and processing time. To complete the customer lifecycle, our clients deliver greater transparency to their customers by sending status updates and notifications by email or SMS.


Our clients in the insurance industry are delivering their customers a personalized experience, greater transparency and faster approval time. By using our real-time applications, our clients have 360-degree visibility of client interactions and account history, enabling faster decision making and a compliant audit trail. A digital solution enables their customers to view past claim applications, track the review process and submit supplementary documents using dynamic e-forms and web portals. By integrating with our communications platform, our clients deliver on-demand and batch communications via print or electronic channels throughout the customer lifecycle to meet their customer and compliance requirements.

If your company is upgrading your legacy system for personal insurance or changing your current rating method and need to obtain credit consent from your customers, we can help. Our solution not only compiles responses from various channels, but also updates this information directly in your system. Learn more.

Investor Services

Computershare Investor Services Inc., is a leading transfer agent and registrar, providing comprehensive transfer agent services for more than 3,000 corporate clients and more than 2 million active securityholder accounts in Canada, driving efficiency, increasing accuracy and reducing costs for our clients.​

Through our partnerships, we’ve created an integrated digital solution

We work with leading technology providers, such as The Reach Agency, Intelledox, MessageXchange, and Kofax, so you can leverage industry-leading digital solutions and market expertise.

To learn more about our services

Contact us