SimplifyYour Equity Accounting

As someone new to this model, CompIntelligence has shown tremendous value to us through our partnership. It is great to have access to knowledge and expertise from someone who is vested in a positive outcome for our participants and for administrative simplicity. CompIntelligence has provided a sense of comfort and security in knowing that whatever new wrinkles come our way, they will help us execute them seamlessly. Everything we have brought forward they have had experience managing, and they offer up best practices for us to consider. It’s not just having extra hands on deck to help us execute critical tasks, those extra hands come with experience, ideas, and strategic planning to add value as we plan for the future.

I joined AXIS Capital last year knowing I was responsible for stock plan administration. I can’t tell you how thrilled I was after my first conversations with CompIntelligence. I knew immediately we were in good hands, and this was not going to be the pain point of my new job. The CompIntelligence staff is incredibly detailed, knowledgeable, responsive and organized, gets out in front of problems and is tenacious in their follow-up when things aren’t getting completed. CompIntelligence is truly a seamless part of the AXIS team and their partnership is invaluable to me.

We continue to use CompIntelligence because of Daria Cintron’s deep client-service mentality. She is consistently proactive, reliable, responsive and timely. She is knowledgeable of E*TRADE’s Equity Edge® Online system, but when she discovers a gap in her knowledge, she does not hesitate to admit it and quickly does adequate research or works with the appropriate resource to fill the gap. On top of her technical skills, she is both professional and personable, which ensures our relationship with CompIntelligence is both dynamic and productive.

CompIntelligence has been an excellent resource for Spirit AeroSystem, Inc. Spirit contracted with the CompIntelligence team to implement a new stock administration platform. The project included data reconciliation, process improvement, file implementation, and daily administration training on the new system. CompIntelligence listened to our needs and assigned the best representative based on those requirements. Allison Genovese, our assigned resource, was instrumental in moving Spirit forward. She answered questions quickly and thoroughly, was honest when she did not have answers, assisting us in tracking them down and guided us on how to maximize the system and our new vendor relationship. From day one, Allison has been fully invested in Spirit and I am grateful for her and the CompIntelligence team.

Animal Supply chose CompIntelligence to be our OneStream implementation partner because of their years of experience with OneStream, their responsiveness to our questions, and their deep understanding our situation. I was able to build a good rapport with CI quickly. Andrew Samonte was always willing to discuss options and offer honest feedback that we needed to hear on our decisions and timeline. Animal Supply made the correct decision selecting CompIntelligence. CI has been key for us to maintain focus on implementing the consolidation tool and not try to bring in items that were out of scope.