E7 - Workshop: The Participant Experience - for Private Companies - Solium

E7 – Workshop: The Participant Experience - for Private Companies
                                                            May 23, 2019            11:00 a.m. – 12:15 p.m.

                  Monika Endrizzi, Relationship Manager                                        Miguel Chavez, Relationship Manager

                                                                     Katy Manch, Client Service Manager
Solium Capital Inc. is a wholly owned subsidiary of Morgan Stanley

Getting Logged In

URL: https://synergy.shareworks.com/solium/servlet/userLogin.do

                   Username: Private1

                   Password: Desert2019

CPE Credits

Continuing Professional Education (CPE)
   • Credits are available!
   • You will receive one (1) CPE credit after attending this session.
   • You must attend the entire session to be eligible.
   • In order to earn the available credit(s) for this session, you must see the room
     monitor before and after the session to get checked-in and out of the session.
   • Electronic certificates will be emailed to you a few weeks after the conference
     with the cumulative number of credits earned

                          Shareworks by Morgan Stanley is registered with the National Association of
                          State Boards of Accountancy (NASBA) as a sponsor of continuing
                          professional education on the National Registry of CPE Sponsors. Web site:
                          www.nasba.org

Agenda

• Introductions
• Why is Customization Offered?
• What Can I Customize?
• How Can I Do That?
• Next Steps
• Questions

Why is Customization Offered?

• Overall importance of participant engagement:
  •   Make Shareworks look and feel like YOUR company
  •   Relate your equity awards to your company’s mission
  •   Use your company vocabulary
  •   Provide content that is relevant
  •   Happy participants = higher productivity

                         “I love equity at my company!
                                          I feel valued!”

Where Can I Customize?

EVERYWHERE!
• Account activation and login
• New grant emails
• Within the participant account
• In the Documents tab

Activation
Employees can log onto your HR portal and in a few clicks find their way to the
single sign on page. Accounts can be created automatically upon clicking the tile!

Activation

Custom Activation Email   Custom company landing page
                            with a custom background
                                      image

New Grant Email

• Emails can be customized and sent upon grant approval

• Emails have tags related to the award!

• Two templates can be assigned: activated accounts and
  unactivated accounts
  • Unactivated accounts can include extra language like “Go to
    solium.com/activate to enter your company email and get an activation
    link.”
  • User requested activation template applies here!

Dashboard – Logo/Color Scheme/Footnote

Custom Terminology
– Participant Experience Configuration

Personalized Statements
Statement Header
• Insert a custom image at the top of the
  statement

Custom Participant Statements
• Create a participant extract

Documents Tab

  FAQ

  Exercise
  instructions

  Create new
  folders

  Historical
  agreements

More! More! More!

• Private company symbol

• Exercise completion language

• Footnotes on the award table

• Digital Shares (Private)

How Do I Do This?

• Let’s see how the magic happens!

• Templates:
   •   Activation Email
   •   User Requested Activation Email
   •   New Grant Email
   •   Statement Header
   •   Portfolio Summary Value Footnote

• Tools:
   • Participant Experience Configuration
   • Participant Extracts
   • Document Categories Definition

Next Steps

• How do YOU make any of this happen?
  • Speak to your Relationship Manager or Client Service Manager.
  • Some items are completed by Solium staff so just ask!
     •   Custom URL and background image
     •   Company logo
     •   Base color scheme
     •   Digital shares
     •   Participant extract enabling
     •   Private company symbol update
     •   Exercise completion language
     •   Award table footnotes

Questions?

Additional Resources

 Need more?

      Online Learning                Shareworks Certification           Hands-on Learning

  Convenient and completely          Shareworks Certification is a    Looking for workshops, live
self-directed, our online lessons     great way to quantify your        webinars, or immersion
    provide you with industry          knowledge, develop key         courses? Ask your service
    context and the how-to in         technical skills and prove     team what’s available in your
           Shareworks.                yourself invaluable to your                area.
                                    company’s administration team.

                               Visit solium.com/academy.

Contact Us

Monika Endrizzi                Miguel Chavez
Relationship Manager           Relationship Manager
Shareworks by Morgan Stanley   Shareworks by Morgan Stanley
Monika.Endrizzi@solium.com     Miguel.Chavez@solium.com

Katy Manch
Client Services Manager
Shareworks by Morgan Stanley
Katy.Manch@solium.com