Internal Branding

To the extent this would be from just us as a single agent:

• separating investor/issuer whitepapers (completed)

  • update whitepaper page on website to be tailored for executives
  • simplify whitepaper page to focus on core mission
  • link investors to the yellowpaper
  • new page for investors with original investor report image
  • streamline diction, potentially reframe from yellowpaper to 'investor whitepaper' or something
  • update page header tags, remove duplicate menu items
  • potentially remove icons from menu
  • Click "Learn" do something

• Client Meeting Email Foot Link (partially completed but not open-source since in email client)

  • make an HTML page with a single input field
  • connect input field/submit button to AWS function
  • lambda checks current CIKs against WellKnown Live assets
  • lambda - if valid, get the current list of insiders from issuers.info
  • style input page
  • brand input page
  • make drop-down list show using result from lambda
  • select who you are (or Other: "Full Name")
  • Zoho Bookings
  • URL in email: clients.blocktransfer.com/meet?with=john.wooten
  • Zoho knows who via smart routing
  • Zoho Bookings can autofill name but not email
  • any prompting you want for other guests