For the launch of WeConvene IR at the NIRI Annual conference – Orlando did not disappoint.
Admittedly, the almost constant threat of rain meant we hardly stepped outside of the JW Marriott but this just kept us even more focused on enjoying the strong program of speakers.
As a vendor with a new product, the positive response our WeConvene IR platform received was overwhelming – we gathered invaluable feedback and insight that will help drive the development of our IR feature set.
The conference covered a wide variety of topics relevant to Investor Relations but two key themes stood out for us:
- Awareness of European MIFID II regulation: Over the past 12 months the topic of MiFID II has been nothing short of omnipresent amongst the European Asset Management community. However, in contrast, this awareness was not reflected among US based IRO’s. A straw poll in one of the sessions highlighted that less than 50% of attendees at the session had any awareness of the upcoming MiFID II regulations and its potential impact.
- The need to connect directly with investors: As the conference progressed there was an increasing realization among a number of IRO’s that the finance industry is in a period of change and that for the majority of corporates, the level of service they receive from the Sell Side is likely to reduce. Many IRO’s we spoke to were already starting to think about how to “do more with less” and were open-minded on how technology can help them tackle some of the challenges they will face in the next 12-18 months.
Our CEO (Radek Barnert), touched on both these issues in more detail in his interview with IR magazine.
Key Takeaways
- WeConvene supports IR teams with end-to-end corporate access and investor meeting management workflows.
- Effective investor relations requires systematic outreach, scheduling, and engagement tracking across roadshows, investor days, and ongoing investor meetings.
- Modern IR technology stacks integrate multiple specialized platforms; WeConvene serves as the operational hub for meeting execution and corporate access logistics.
- Data-driven IR programs measure success through meeting acceptance rates, management time efficiency, and post-engagement ownership analytics.
WeConvene supports non-deal roadshows, investor days, analyst days, sell-side conference participation, buy-side-initiated meetings, virtual meetings, and one-on-one investor meeting programs from a single platform.
Investor event success is measured through meeting acceptance rates, management time efficiency, quality of accounts engaged versus targeting strategy, and post-event changes in analyst coverage or institutional ownership.
WeConvene is a corporate access and investor meeting management platform that connects issuers, sell-side banks, and buy-side investors in a unified workflow. IR teams use WeConvene to manage roadshow scheduling, investor day logistics, and corporate access events more efficiently — replacing fragmented email and spreadsheet processes with a purpose-built system.
WeConvene integrates directly with major IRMS platforms including Salesforce, Q4 Desktop, and Nasdaq IR. Meeting data flows automatically to connected systems, eliminating dual data entry. WeConvene’s integration team provides a compatibility assessment as part of onboarding.
