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SHERPANY INVESTOR SERVICE
Shareholder forums and modern interac3on with shareholders a compila3on for Novar3s
Tobias Häckermann, CEO Sherpany
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1. What could be the goal?
2. Facts & Figures on PlaJorms
3. The Sherpany User
4. Types of Forums
5. Possible Dialogue on Sherpany
6. Summary
Agenda
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For the investor
Efficient retrieval of informa3on and opinions
Exchange with other shareholders / forming of opinion
Room for cri3cal voices
For the company
Apprecia3on of the shareholder / increase of loyalty
Early detec3on of trends and moods
Affect the forming of opinion of the shareholders
1. What could be the goal?
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2. Facts & Figures on PlaJorms
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2. Facts & Figures on PlaJorms
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2. Facts & Figures on PlaJorms
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3. Sherpany Users: Access from Around the World
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3. Sherpany Users: 60% of Sherpany users are over 50 years old!
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3. Sherpany Users: 1,700 ins3tu3onal investors on Sherpany
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4. Independent Shareholder Forums
Main Focus: • Anyone can post a message / start a
discussion • Discussions on topics or companies • Company par3cipates as a ”regular"
user Advantages: • Discussion of company-‐wide topics • Increased aben3on due to plaJorm
approach Risks:
• Limited influence • No insight into evalua3ons/sta3s3cs
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4. Company-‐Specific Dialogue PlaJorm
Main Focus: • Exclusively for shareholders • Company-‐specific topics / discussions • Company acts as a moderator Advantages:
• High influence as a moderator • Access to reports and sta3s3cs Risks: • Lower acceptance because limited to
one company
• Lower credibility, since owned by the company
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InformaEon
Distribu3on of exis3ng informa3on on modern channels
Goal: Increase the traffic on the company's IR page
Effort: small / Image gain: high / Risk: small
AppreciaEon
Simple and targeted queries for investors
Goal: apprecia3on by inclusion and trackable results
Effort: medium / Image gain: high / Risk: small
Dialogue
Possibility of moderated expression of the shareholder
Goal: To early iden3fy trends and guide opinion forming of the shareholders
Effort: high/ Image profit: medium / Risk: medium
5. What does Sherpany offer?
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Sherpany offers three levels of Digital Shareholder RelaEons
Push exis3ng informa3on -‐> maximize traffic
Structured inclusion through surveys -‐> raise the apprecia3on
Moderated dialogue with shareholders -‐> accompaniment of opinion forming
Sherpany combined benefits of enterprise-‐wide and –specific forums
Increased aben3on due to plaJorm approach
High influence due to modera3on by company
Full access to reports and sta3s3cs
6. Summary
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Thank you!
Tobias Häckermann, CEO
Phone: +41 44 515 89 59, [email protected]
Agilen3a AG, Josefstrasse 225, CH-‐8005 Zürich
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Company Profile: Web and Mobile
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Web and Mobile Vo3ng