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On The Dot Episode 10 - Simplifying the annual proxy planning process

Podcast: Simplifying the annual proxy planning process [12:59]

On The Dot (episode 10) - A conversation with Proxy expert Mike Spelman discussing how issuers can simplify annual meeting...

August 20, 2025 Mike Spelman - Director, Proxy Solutions

Become the maestro of your capital markets transactions

Smart Share in Quinn addresses the chaos of document collaboration by offering paragraph-level control and centralized permissioning authority, transforming the...

August 14, 2025 Mike Schlanger - Vice President, Solution Sales

RILA Lessons Learned: Closing the Books on the Initial N-4 Conversion Cycle

After the conclusion of the initial Form N-4 RILA conversion cycle, topics have emerged from issuers converted prior the May...

August 8, 2025 Guy Stanzione - Director, SEC Compliance Services

What if document edit tracking was effortless? Meet Smart Track.

Facing a scramble to find a single change in a prospectus? Manually comparing versions is a major drain on time...

August 7, 2025 Mike Schlanger - Vice President, Solution Sales

Tired of document formatting fights? Say hello to effortless document creation.

Legal professionals in capital markets often spend countless hours addressing document formatting issues, such as stubborn page breaks and inconsistent...

July 31, 2025 Mike Schlanger - Vice President, Solution Sales

Best Practices for Modern Health Plan Marketing

Health plan marketing is rapidly becoming a strategic priority as plans face rising member expectations, shifting CMS regulations, and increased...

July 30, 2025 Meagan Strandberg - Field Marketing Manager

We’ve changed the game. Meet Quinn.

Powerful and flexible, Quinn radically simplifies the process of creating complex documents by eliminating arduous, low-value formatting tasks, endless review...