You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the invitations to log in to your new investor portal.
You’ve poured time, money, and resources into it. The new portal will streamline investor communications, drive investor engagement, and make life easier for your investor relations team. What’s not to like. Your investor relations and investor admin teams are excited. And then…
OOPS! the audience isn’t showing up. They still call and email you for reports and account information. They ask you to email documents. And you want to be nice, so you comply. With this headwind, how will you increase portal adoption and achieve the anticipated return on your investment?
Here are five things that you can do to help drive success.
