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New Technology for an Evolving Workflow
In the midst of the current global pandemic, companies are gearing up for an earnings season like never before. Turning to digital means to stay connected, and more importantly, help navigate this...
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Streamlining Your Workflows: From Collecting Data to Creating Board Reports
At the heart of any great investor relations program sits the data and analytics that help to both build a data-driven strategy, as well as analyze the success and performance of key business drivers....
View ArticleManaging Quarter-End Chaos
Preparing for the end of the quarter is always a busy time for Investor Relations professionals. Public companies are required to provide a quarterly update on their business performance no later than...
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How Technology is Evolving Briefing Books
How Technology is Evolving Briefing Books Briefing books are not new to the IR industry. Preparing management and stakeholders with the necessary data and background regarding contacts,...
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Innovations of Investor Relations Tools Across the Q4 Platform
Over the past five years, investor relations tools have been transformed by what began with regulatory changes with the Markets in Financial Instruments Directive (MiFID II), then a global pandemic,...
View ArticleLead Your IR Program With Personalized CRM Email
Think back to the last time you made a big purchase decision. What was the sales process like? Did the person helping you navigate your purchase get to know you? If they did, would you have been more...
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Integrating Behavioral Analytics & CRM and Influencing Investor Engagement
We know that two of the most difficult challenges for today’s IROs are maintaining high-value institutional investor engagement and working successfully to increase their positions in the company’s...
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How Revvity transformed its capital markets profile: A website and CRM case...
Revvity (NYSE: RVTY), a groundbreaking healthcare solutions provider, was founded following PerkinElmer’s divestiture of its Analytical and Enterprise Solutions business in May 2023. As the newly...
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Boosting investor relations with Q4: A Zuora case study.
Zuora’s investor relations challenge. Zuora (NYSE: ZUO), a cloud-based provider of billing solutions for subscription-based businesses, found itself at a crossroads. Having grown significantly since...
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