This document discusses modern ways for companies to interact with shareholders through online forums and dialogue platforms. It outlines Sherpany's investor service, which offers three levels of digital shareholder relations: 1) Pushing existing company information to maximize traffic, 2) Structured inclusion of shareholders through surveys to increase appreciation, and 3) Moderated dialogue between the company and shareholders to guide opinion formation. Sherpany combines the benefits of enterprise-wide and company-specific forums by providing increased attention through its platform approach while allowing high influence and access to reports through company moderation.
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Aktionärsforen 2014 08-27 en
1. 1
SHERPANY
INVESTOR
SERVICE
Shareholder
forums
and
modern
interac3on
with
shareholders
a
compila3on
for
Novar3s
Tobias
Häckermann,
CEO
Sherpany
2. 2
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
3. 3
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?
8. 8
3.
Sherpany
Users:
60%
of
Sherpany
users
are
over
50
years
old!
9. 9
3.
Sherpany
Users:
1,700
ins3tu3onal
investors
on
Sherpany
10. 10
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
11. 11
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
12. 12
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?
13. 13
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