The overwhelming daily ‘to-do list’ faced by most IROs is often bottlenecked by resource limitations and the ever-escalating responsibilities and demands on their time. That administrative burden has only become heavier with the increase in market data and insights available at the click of a button – both to IROs and to their stakeholder audience. While management teams expect their IR function to understand market trends and investor profiles more thoroughly, team sizes haven’t increased to meet these demands.
This IR Magazine Playbook offers a deep dive into the ways in which IROs can harness cutting-edge technological solutions to offload repetitive administrative tasks, as well as put advanced analytics platforms to work to enhance limited individual capabilities.
By streamlining processes and leveraging new technologies, IROs can focus on the more human-centric skills that require empathy, critical thinking, creativity and nuanced decision-making to build investor relationships and spearhead strategic initiatives. The goal: to empower IR professionals to thrive in a rapidly evolving environment and deliver unparalleled value to their organization.
This playbook contains exclusive data that details where IROs are spending the most time engaging with investors, how they track changes in their investor base and how they adjust their targeting strategies on the fly.
It then details the ways in which emerging technologies – including AI – can easily help drive efficiency across your IR operations, including a step-by-step guide to ensuring you’re choosing the right provider for you. It also contains two case studies of leading IROs who discuss how they have used various techniques to streamline their IR efforts and drive efficiencies in their team.
The playbook includes:
- Exclusive data based on a survey of leading IROs that details how they are spending their time engaging with investors and how they manage their targeting strategies in the modern marketplace
- A detailed checklist of the tasks AI and automation can help to streamline, saving crucial time
- An analysis of how new data-management techniques are helping to shape investor targeting and tracking
- A step-by-step guide to picking the right technology partner for you
- Two interviews with leading IROs who detail how they have used AI and technology to drive efficiency and impact at their companies.
