3 Key Factors Of Choosing An Investor Relations Service


It’s almost impossible to get a leg-up on the competition without an Investor Relations (IR) service provider on your side. These service providers help position your brand’s unique story to attract the best investors despite a volatile market.

In this day and age, the first step in most search strategies involve Google. Typing something like “IR tools” or “IR services” into your search bar will generate millions of results — and not all of them will be relevant to your needs.

To help narrow down your options, you’ll need to conduct a background check, ensuring a provider meets your high expectations. Remember these factors below — they’ll help you find the right IR service provider for your business.

1) Data Centralization

Centralization is one of the biggest benefits of using a cloud-based IR tool. It moves your company’s IR data away from outdated, siloed departments by collating it in one easy-to-access desktop program. Because this program is connected to the cloud, it’s an investor platform clients can access anywhere in the world.

Centralizing relevant financial data makes it easier for companies on many levels, but perhaps the biggest perk is how it simplifies your workflow.

You’ll find it easier to track and analyze insights into your company’s strategy, stock price, and shareholder composition. You’ll also spend less time reporting because an IR tool aggregates all these insights and activities into a single platform.

2) Consolidated CRM

You wouldn’t have investor relations without investors. The people who make up your shareholders form the backbone of your company, so it’s essential you choose an IR program that helps you nurture a strong relationship with your investors.

You should expect IR tools to have a Customer Relationship Management (CRM) bent. This streamlines your interaction with customers and potential investors, making it easier to stay connected, foster trust, track communication, and predict shareholder behavior.

CRM tools should centralize all the different ways you interact with your shareholders by integrating the following:

  • Emails
  • Documents
  • Account statements
  • Contracts
  • Event information

3) Real-Time Surveillance

You can’t expect to switch gears in your approach while using data collected from half a year ago. This information could be irrelevant by then. The only way you can stay on top of an ever-changing market is by monitoring these changes in real-time.

Your IR tool should give you invaluable insight into your markets and shareholder base throughout the quarter. This way, you’ll gain a deeper understanding of your shareholder base, giving you the means to curate your value proposition to a greater number of people.

An IR tool that monitors your data in real-time also helps you make data-driven decisions in the moment. You’ll be able to identify and analyze patterns as they form, so you’re always ahead of the curve, even when it comes to activist campaigns.

The Takeaway

Whether you’re simply upgrading outdated software or you’re spearheading a transition from a traditional siloed approach, remember these three factors when you start to compare your options. When shopping around for an IR provider, they’re as important as the company’s professional reputation and price.


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