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Issuer Comms Migration to Quadient - Coggle Diagram
Issuer Comms Migration to Quadient
Issuer Meetings
Proxy Tool [:star:]
Integration
Proxy Tool Migration
What is most appropriate way to sunset Proxy Tool? Inspire? RADAR? Combo?
Broadcast
Change Management
Migrate/Create Graphics
Migrate to ICM
Migrate to GV CC
Color logo creation and sampling
Intake Form Rollout to all RM's
Training for Interactive Users
Systems/Applications Impacted
File Release :star:
RADAR :star:
Proxy Tool :star:
Sampling :star:
Definition of Templates :fountain_pen:
Proxy card: could have 4 different versions
Notice: could have 1 version
Email: TBD
Periodic Contracts
Dividends
Due Diligence
Statements
Escheatment
Tax
Systems/Applications Impacted
DSS :star:
Encompass
:star:
File Release :star:
Once off Jobs
Daily Contracts
Gen Comm :
Dealing & Fullfillment
Systems/Applications Impacted
Encompass :star:
DSS :star:
New Shareholder Packs
Transfer Packages