Private Investor Management

OzFinancial provide a fully integrated Sales, Marketing and Customer Service solution for engaging with current shareholders and private investors.

We help develop a company's vision and communicate it to the investor community, building meaningful relationships along the way.

Our service includes:

  • Management - End-to-end strategy, communication planning, call team management and reporting
  • Digital Assets - Fully integrated email communications, web pages, and social media, all unique to your company
  • Data Management - Building and management of company share registry and web registrations, including segmentation of 708 investors
  • Advisor Call Team - Onboard new investors and qualify wholesale investors for future placements. Dedicated investment Advisor to answer questions
  • Public/Investor Relations - Authoring of thematic articles with access to OzFinancial's mass distribution network. Plus direct shareholder communications and building corporate social media footprint

Call our office on (03) 8080 5795 or register in the form provided to find out how our Private Investor Management service can benefit your company or offering.

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