Shareholder engagement


Streamlined Service

Say processes, distributes, and collects proxy shareholder materials in an on-brand and native format.

Flexible Infrastructure

Seamless integration into the full spectrum of brokerage infrastructure, from legacy systems to APIs.

Actionable Analytics

View upcoming distributions to customize content and marketing strategy.

End-to-End Compliance

View job statuses from reception of broker search to distribution of tabulation report.

Superior Customer Experience

Users can interact with their investments and each other in an easy, streamlined way.

New Customer Acquisition

Say’s Earnings Call participants are the perfect audience for your brokerage—allowing for reduced cost of acquisition.

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SAY © 2019

Investing in stocks involves risk of loss and is not suitable for every investor. Say is not a broker-dealer, investment adviser, tax adviser, or legal adviser.