Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Webinar | Data in IR – From customer journey to investor journey.

Webinar (replay) | 50 minutes |
Key topics include: Utilize internal and external data, machine learning in IR, investor journey, investor engagement.
Investor Journey

Webinar (replay) | Data in IR – From Customer Journey to Investor Journey

Online | Wednesday January 26, 2022 | Webinar (replay)

In cooperation with

ir22 - Virtual Week

Wednesday, January 26, 2022

(Replay | German language only, no subtitles)

Duration: 50 minutes

During this year’s IR22 – Virtual Week organised by IR Club, we had the pleasure to host a webinar on how to integrate data into investor facing IR processes to manage the investor journey.

In this webinar, we discussed:

  • The B2B customer journey in the context of investor relations
  • Reach
    • Identification
    • Prioritizing
    • Segmenting
    • Personalization
    • Approach
  • Act
    • Feedback
    • Frequency
    • Touch points
  • Convert
    • Updates
    • Expansion
    • Monitoring
    • Churn prevention
  • Engage
    • Care
    • Development

Speakers include:

  • Moderator: Claudius Krause, cometis AG
  • Maria Töpfer, Managing Partner, ACCNITE
  • Dr. Volker StĂĽmpflen, Partner, ACCNITE
  • Christian Bacherl, Managing Partner, ACCNITE

Participant poll results

Direct engagement on the rise

We asked participants three questions. The first question was, which percentage of investor meetings are organised directly without the use of intermediaries. Two thirds of the respondents arrange more than a quarter of their meetings bilaterally and one quarter of the respondents organise more than fifty percent of their meetings with investors directly.

This makes the advantage of having data at hand to understand what’s driving the decision maker on the other side of the table, or camera, obvious. During the webinar, we discussed the role of data and machine learning/AI during key steps of the investor journey from setting your high-level goals to targeting, prioritising, segmenting, and meeting preparation.

Investor feedback is important but has room for improvement

The second and third question referred to feedback. None of the respondents said they don’t care about investor feedback but more than 50% stated the feedback received very often isn’t actionable.

Only one in four IROs stated the feedback process was bilateral whereas almost three quarter of the respondents expect their brokers to collect investor feedback for them. Yet, as part of panel discussions during the IR22 – Virtual Week, we took note that several investors present on the panels actually invited IROs to reach out directly and ask for their views on specific topics.

Actionable feedback may well be the most important data point to focus on and improve your IR work. Our webinar gives some practical tips on how to improve the quantity and quality of investor feedback with the help of today’s technology.

Christian Bacherl

Christian Bacherl

Christian is one of the founders of ACCNITE. Prior to founding ACCNITE, he spent more than 20 years in investment banking where was responsible for various equity capital markets, equity research and corporate brokerage teams.

Connect with us:

More Posts

BFSZ R&D Seal

ACCNITE Earns R&D Seal for AI-Powered Investor Relations Solutions.

We are excited to announce that ACCNITE has been honored with the R&D seal by Germany’s certification body for research allowance, “BSFZ”. This seal stands as a testament to ACCNITE’s exceptional capabilities in research and development within the realm of AI-assisted investor relations solutions.

ACCNITE informed119 Adopt a strategy to win.

Adopting technology to win

Learn more about adopting technology to win in this article authored by ACCNITE and published in IR Society’s informed issue 119. Volker StĂĽmpflen and Maria Töpfer argue that a blend of artificial and human intelligence is the key to navigating the evolving investment landscape.

Shareholder Disclosure with ACCNITE onDemand

ACCNITE onDemand will integrate Proxymity’s SRD II compliant shareholder disclosure reports into our comprehensive investor relations application. This collaboration will allow our users to include Share ID reports, sourced through Proxymity, directly into their workflows.

Roundtable with GPT-4

Cross-shareholder analysis versus investor targeting with AI.

ACCNITE onDemand and OpenAI’s GPT-4 had an insightful roundtable discussion exploring the pros and cons of investor targeting using cross-shareholder analysis compared to AI-driven approaches. Learn how AI can overcome the shortcomings of traditional methods, streamline the targeting process, and enhance personalization in investor outreach efforts.

Find out more

2023 ACCNITE onDemand

Subscribe to our newsletter.

Yes, I want to learn more about
ACCNITE onDemand

Request your webcast link now