An innovative online tool that makes planning and executing your meetings and mailings much, much simpler
Within Issuer Online, there is a section called Meeting Management that has three key tools to assist you with the planning, set-up and execution of all the required tasks leading up to meeting.
Online Meeting Simulation lets you test different meeting date scenarios based on industry best practices.
Meeting Request has you work through a series of questions to determine your required meeting activities, then allows you to submit your request directly to your Relationship Manager electronically.
Finally, Meeting Activities is your project plan list to help you, together with your Relationship Manager, track the deliverables and milestones within your meeting plan.