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AI-driven investor relations: From static targeting to agentic workflows
The philosophy of investor relations is shifting under our feet. For years, IR teams have relied on static attributes – assets under management, geography, investment style – to decide whom to target. That era is ending. A new, AI-driven approach is emerging that focuses not on who investors are, but on what they are likely to do next.
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‘It’s fascinating to hear how people are using it’: Getech’s Irina Logutenkova at the IR Impact Forum – AI & Technology Europe
Understanding how the buy and sell side are using AI to improve their investment decisions is something that is key for IROs to grapple with, else they face missing their main audience’s key expectations.
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‘There is a ton of opportunity to remove really repetitive, manual tasks for IR teams’: S&P Global’s Chris Blake at the IR Impact Forum – AI & Technology Europe
One of the key benefits for IR teams hoping to use AI alongside their daily workflows is the removal of labor-intensive, repititive tasks, many proponents of the technology say.
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‘I think of ChatGPT as the very keen intern’ – Five key takeaways from the IR Impact Forum – AI and Technology in London
AI is rapidly changing how investor relations teams gather data, communicate with investors and measure engagement. However, as AI usage continues to climb, new challenges emerge beyond mere implementation.
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Negative growth, reaching out and stakeholders: Curbing jargon in investor relations
Most investor relations officers I know are expert communicators. They tend not to rely on jargon or buzzwords to tell their stories – in fact, most of their stakeholders can see through any obfuscation, or will pick up on any woolly language as a negative indicator.
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‘Start with the objective, not the technology’: Infineon’s Daniel Györy on ensuring AI drives value for his IR program
For Daniel Györy, senior director, investor relations at German semiconductor firm Infineon Technologies, AI is only worth using if it can ‘meaningfully’ improve an IRO’s day-to-day work.
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How can IROs increase annual report visibility in generative AI?
Generative AI (genAI) has become a central gatekeeper between companies and stakeholders. A growing number of investors use large language models (LLMs) such as ChatGPT to research companies, challenge investment ideas and analyze financial and market information. But how visible are annual reports as sources in these systems? And how can IROs improve the visibility of verified financial disclosures? The shift in information usage creates new risks for IROs. LLMs can hallucinate or generate plausible but incorrect answers, especially when relying on third-party sources such as Reddit or Wikipedia, which are quite prominent in genAI. User-generated content often mixes facts…
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‘IR must retool to nudge machines instead of humans’: Vodafone’s Matthew Johnson on how the profession will need to adapt to a new era
Matthew Johnson, Vodafone group communications director, is a former skeptic when it comes to AI. But, a quick demo from an AI-minded 25-year-old turned him into a convert and soon, IROs can hear first hand about Johnson’s approach to this rapidly evolving tech. As he prepares to talk about the investor and analyst approach to AI at the upcoming IR Impact Forum – AI and Technology Europe, which takes place on Thursday, March 12 in London, we caught up with Johnson to hear more about why the topic – and the tech – resonates with him. You can also hear…
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Why capital allocation is the new equity story in the AI era
A familiar pattern is dominating the current earnings season: companies deliver clean beats on revenue and earnings – then see their shares wobble or sell off as management outlines higher-than-expected capex and a longer-dated investment phase. Alphabet and Amazon are prominent examples, but the takeaway for CFOs and IROs is broader: capital allocation has become the equity story. In an AI-driven market, the debate is no longer simply about growth. It’s about how that growth is funded, how long elevated investment will persist and what returns the capex is expected to generate. Investors aren’t punishing ambition; they’re repricing capital intensity,…
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‘The next major challenge will be integrating AI in a scalable and value‑adding way’: Finnair’s Emilia Rannanniemi on approaching AI for IR
Emilia Rannanniemi, senior investor relations manager at Finnair, will be speaking about how she uses AI-driven market analysis to help benchmark her team’s IR performance and to free them up to concentrate on more strategic activities.
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Why IR websites are moving from ‘platform-first’ to ‘flexibility-first’ in 2026
Most corporate investor websites were built for a simpler digital era. What used to be a dedicated IR microsite – hosted separately, updated through a vendor portal and managed via templated pages – no longer meets the demands of today’s digital environment.
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Forum – AI & Technology
About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind. At this fast-moving stage of adoption, IR teams are asking important questions regarding…
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IR in the age of AI: How answer engine optimization will transform content visibility
Content visibility and engagement are always key priorities for IR professionals. As AI and large language models (LLMs) become a primary source of information for buy-side and sell-side analysts, content visibility and narrative control are constantly shifting, creating new challenges in how audiences discover and engage with IR corporate content.
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Responsible AI adoption in IR: from intimidation to impact
AI is everywhere in investor relations today. Yet for many IR teams, the journey from curiosity to confidence is anything but straightforward. The ’empty prompt window’ syndrome and uncertainty around where to start and how to trust the technology remain real.
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‘Investors will leave money on the table if you don’t use AI’: four lessons we learned at the AI & Technology Forum – 2025
Unsurprisingly for those who read IR Impact regularly, AI is still considered one of the most transformative forces, not just for the IR profession, but for the capital markets in general. That may explain why more than 150 IR professionals gathered in New York in November to gain exclusive access to real-world case studies and insights from leading IROs, tech innovators and companies already using AI in their IR programs.
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AI bubble or a soft landing? Looking at the data behind technology company valuations
The sheer numbers are overwhelming. Analysts estimate that 15 to 25 percent of the S&P 500’s value can be attributed to expectations of AI delivering substantial financial benefits for companies, which translates into 800 to 1,300 index points.
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How advanced data and analytical tools are elevating IROs to be strategic leaders
The IR role is entering a new era, one defined by data, speed and strategic influence. In a world where financial markets are driven by real-time insights and rapidly shifting narratives, IR professionals are no longer just corporate messengers. They are increasingly expected to be analytical thinkers, competitive strategists and trusted advisors to the C-suite and board.
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The AI-empowered IRO: the three personas that can help you understand how best to approach AI
Investor relations is entering a period of rapid transformation. Investors are already using AI to screen disclosures, detect sentiment and benchmark performance across their portfolios. This growing analytical power on the buy side is changing expectations for speed, accuracy and insight. For IROs, the question is no longer whether to use AI, but how to harness it to match the sophistication of the investors they serve.
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Why IROs need to understand generative engine optimization, or GEO: a beginner’s guide to the AI best practice
I probably shouldn’t admit this, but while I was gardening the other day – pruning a rather unruly hydrangea – I found myself mentally reviewing my IR program for the year. Yes, I do have a life outside of investor relations, but sometimes the brain wanders where it pleases. There I was, shears in hand, quietly checking off the usual suspects: upcoming press releases and investor campaigns, roadshows, the media strategy, stakeholder engagement, ESG reporting, etc. It all felt satisfyingly under control – until I realised there was one thing I didn’t know much about: generative engine optimization (GEO).
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Introducing Quartr’s AI chat on mobile – purpose-built for public market research
Numbers are everywhere. But numbers alone don’t tell the full story. That’s why we launched Quartr’s AI chat on mobile, purpose-built for IR and public market research.
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Ten ways IROs can benefit from trend following
By now you’ll know that institutional investors and their decision-making processes have evolved to become more data-driven and systematic, using strict mathematical rules for portfolio construction. Discretionary stock and bond picking is increasingly an investment style of past, being rapidly replaced by quants, big-data sets and algorithms that can better select stocks and bonds compared to humans.
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The long view: how to unlock strategic value with scenario planning
Next time you meet with a top-tier investor, how much would it improve your interaction if you could confidently present a long-term view of how supply chain disruptions, interest rate shifts or geopolitical tensions could shape your company’s future? Picture equipping your analysts with data-driven insights that help your board navigate uncertainty with clarity and control. This is the power of modern scenario planning: a dynamic framework that enables IR teams to model multiple strategic themes across five, 10 or even 15-year horizons – and pivot quickly when the landscape changes.
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Playbook: How to conduct impactful scenario plans
Scenario planning allows IR teams to give investors and analysts and indication of how various events (e.g. interest rate changes, a global conflict, a change in political regime) will affect it in the future. It also takes into account how peers and competitors are communicating around these scenarios, too. In making sure you can give your shareholder community a long view on various outcomes, it means they have more confidence in you and your interactions with them. In addition, it allows IROs to have a seat at the strategic table and help their companies plan for the future. S&P’s platform…
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AI for IR: How creating your own LLM could help you think and act like your investors
Recently Blackstone announced its plans to invest $500 bn in Europe over the next years. Did you see this coming and will some this capital flow into your company? Imagine if your IR department could predict with some certainty what your investors are going to think, say and do with respect to your company.
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‘It’s a layup’: How agentic AI can power up your targeting process
Where can AI help IROs make better targeting decisions? It may be best served by adding an additional helping hand to your IR team. This was the focus of an IR Impact briefing, held this week in partnership with Q4, that examined the impact of agentic AI on investor targeting strategies.
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How AI and technology are modernizing the earnings call
For a long time, the quarterly earnings call has been a highly orchestrated affair. Production companies have been brought in to handle webcasts, teleconferencing and Q&A sessions, resulting in a presentation that serves its purpose, but that is expensive, time-consuming and inflexible.
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‘A chatbot can’t capture the CEO’s voice’: The real role of AI in earnings prep
The technology can streamline the earnings process, experts agreed on a recent IR Impact briefing How can AI best be employed in your earnings preparation? According to leading IR experts, it’s best not to make a facsimile of your CEO, but the technology can certainly help save time and leave you to concentrate on more […]
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Muted mics, loud protests: how the rise of AGM protests is forcing companies to rethink shareholder meetings
Are we witnessing a rise in AGM protests? While often a forum for disagreements with shareholders, this year’s AGM season was characterized by a marked rise in public campaigns targeting annual meetings – particularly in the UK – each of which gained significant press attention.
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From tools to teammates: Getting started with agentic AI in IR
Investor relations is at the heart of corporate strategy, yet many IROs feel trapped in operational quicksand. The role demands sophisticated market insight, nimble decision-making and executive influence, but too often, the day gets consumed by mountains of admin tasks. Between managing earnings prep, tracking sentiment across fragmented channels and crafting compelling stories from complex financial data, the strategic work gets squeezed out. Agentic AI can flip that balance, clearing space for the work that actually moves the needle. By automating routine tasks and providing real-time intelligence, agentic AI liberates IROs from administrative burden and transforms them into strategic architects.…
Notified
Playbook: Artificial intelligence and investor relations
Artificial intelligence – and generative AI in particular – has become a huge element of the business conversation but where does it fit into the world of investor relations? Notified and IR Magazine held a series of active workshops in Toronto, New York and London to hear from the world’s leading IROs about how they…
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