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1	
  
SHERPANY	
  INVESTOR	
  SERVICE	
  
	
  
	
  
	
  
Shareholder	
  forums	
  and	
  modern	
  interac3on	
  with	
  shareholders	
  	
  
a	
  compila3on	
  for	
  Novar3s	
  	
  
Tobias	
  Häckermann,	
  CEO	
  Sherpany	
  
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	
  
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?	
  	
  
4	
  
2.	
  Facts	
  &	
  Figures	
  on	
  PlaJorms	
  	
  
5	
  
2.	
  Facts	
  &	
  Figures	
  on	
  PlaJorms	
  	
  
6	
  
2.	
  Facts	
  &	
  Figures	
  on	
  PlaJorms	
  	
  
7	
  
3.	
  Sherpany	
  Users:	
  Access	
  from	
  Around	
  the	
  World	
  
8	
  
3.	
  Sherpany	
  Users:	
  60%	
  of	
  Sherpany	
  users	
  are	
  over	
  50	
  years	
  old!	
  
9	
  
3.	
  Sherpany	
  Users:	
  1,700	
  ins3tu3onal	
  investors	
  on	
  Sherpany	
  
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	
  
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	
  
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	
  
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	
  
14	
  
Thank	
  you!	
  
Tobias	
  Häckermann,	
  CEO	
  
Phone:	
  +41	
  44	
  515	
  89	
  59,	
  tobias.haeckermann@sherpany.com	
  
Agilen3a	
  AG,	
  Josefstrasse	
  225,	
  CH-­‐8005	
  Zürich	
  	
  
15	
  
Company	
  Profile:	
  Web	
  and	
  Mobile	
  
16	
  
Web	
  and	
  Mobile	
  Vo3ng	
  

More Related Content

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?    
  • 4. 4   2.  Facts  &  Figures  on  PlaJorms    
  • 5. 5   2.  Facts  &  Figures  on  PlaJorms    
  • 6. 6   2.  Facts  &  Figures  on  PlaJorms    
  • 7. 7   3.  Sherpany  Users:  Access  from  Around  the  World  
  • 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  
  • 14. 14   Thank  you!   Tobias  Häckermann,  CEO   Phone:  +41  44  515  89  59,  tobias.haeckermann@sherpany.com   Agilen3a  AG,  Josefstrasse  225,  CH-­‐8005  Zürich    
  • 15. 15   Company  Profile:  Web  and  Mobile  
  • 16. 16   Web  and  Mobile  Vo3ng