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CALL CAMPAIGNS

Engage investors directly to raise capital and secure decisive votes

Automic Group’s targeted call campaigns turn less engaged investors into active participants, increasing take up in capital raisings and support for important resolutions. 

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“The outcomes delivered by Automic in such a short timeframe were exceptional. Their ability to re-engage our shareholders at a critical moment significantly improved our fundraising results and delivered excellent ROI.”

Lincoln Liu
Managing Director
Red Mountain
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“Automic was a critical partner in our merger process. Their transparent reporting, daily communications, and ability to manage our third-party register enabled us to drive shareholder value effectively. Through their communications, planning, and execution, we successfully advanced our merger.”

Justin Walter
Managing Director
Capitol Health Limited

Unlock the power of shareholder call campaigns

Cost effective call campaigns engage retail investors in SPPs, AGMs and other corporate actions, boosting participation and outcomes. 

1
Key information
delivery
Investors receive crucial information about upcoming events, ensuring they understand the details and implications. 
2
Strategic
engagement
Drive higher participation through targeted retail and institutional investor outreach, supported by dedicated relationship management. 
3
Compliance and risk management
We adhere to strict call scripts, ensuring compliance while minimising any risks associated with financial advice.

Trusted by organisations in every field

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Integrated shareholder engagement and compliance solutions

Automic Group delivers structured call campaigns that give shareholders clear, compliant guidance on upcoming corporate actions, from voting to capital raisings. By combining tested scripts with real time analytics, we answer investor questions, reduce risk and drive measurable participation. 

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Investor outreach campaigns
Structured call programmes that deliver event specific information to retail shareholders, boosting awareness, participation and funding outcomes. 
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Shareholder communication and education
Clear, compliant messaging that explains how to apply for offers, lodge votes and submit board proposals, removing friction and increasing confidence. 
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Proxy Solicitation and Voting Support
Targeted engagement to secure favourable proxy votes for AGM and EGM resolutions, complemented by real time tracking of voting intentions. 
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Compliance-Led Script Development
Authoring of regulated call scripts and response guides that meet disclosure obligations while mitigating the risk of providing financial advice.
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Risk and Governance Advisory
Guidance on regulatory requirements and investor relations best practice, ensuring each campaign aligns with corporate governance standards. 
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Campaign Analytics and Reporting
Detailed performance dashboards and post campaign analyses that quantify participation rates, funds raised and return on investment, underpinning measurable success.
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Whitepaper

Automic partnership boosts Red Mountain Mining’s share purchase plan uptake

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As Australia’s leading professional services provider for listed and unlisted entities, we help businesses accelerate growth and consolidate success.

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Take the first step towards financial excellence. Our team is ready to discuss your unique needs and create a tailored solution that drives your business forward. Get in touch today and discover how Automic's CFO Advisory can empower your financial success.

Automic’s commitment to quality and security

Certified to deliver top-quality, secure, and well-governed services for our clients.

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ISO 9001:2015
ISO 9001:2015 is the international standard for quality management systems (QMS). The standard ensures Automic’s ability to consistently provide products and standards that meet client and regulatory requirements. 
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ISO 27001:2013
ISO27001:2013 is the international standard for information security management. This standard demonstrates Automic’s commitment and compliance to global best practice, having implemented a robust approach to managing information security. 
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ISO 37301:2021
ISO 37301:2021 is the international standard for compliance management. This standard demonstrates Automic’s dedication to setting and exceeding the highest standards of compliance and governance.

A huge thank you to the Automic Team (Jonathan, Lucky, Becky and Tobias) for all your professional assistance with the AGM. You were absolutely amazing and got us through another AGM so wonderfully. Thank you for all your patience to make this happen for us!

Financial Services
General Counsel

Ran smoothly and very well organised by Amy prior to the actual meeting. Staff is always great to deal with and software worked well

Medical Technology
CFO

We had our AGM today (Jonathan ran it like a dream!) That meant our CEO's share appreciation rights were approved by shareholders and we can now prepare to issue the share rights grant.

Communication Services
Group General Counsel & Company Secretary

Thank you so much for all your help in running today's AGM, everything went smoothly and our Board was very happy with the AGM.

Financial Services
General Counsel, Company Secretary
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Liability limited by a scheme approved under Professional Standards Legislation. Practitioners employed by Automic Finance Pty Ltd are members of the scheme.