Our CEO & Co-Founder Radek Barnert was interviewed by the Bank On ItPodcast. He shared our unique approach to managing corporate access meetings and the problems we’re solving like highly paid agents manually booking clients but also why we were too early to the market. Radek concludes by bringing us along the journey to today where WeConvene helps thousands of investment professionals, corporates and sell side firms book meetings every month.
Every week the Bank on It podcast, hosted by John Siracusa, talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing stories behind them, their creations and the most important topics in fintech today.
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.
MiFID II’s unbundling requirements have fundamentally changed sell-side corporate access economics. Banks can no longer bundle corporate access within commission structures — it must be separately priced or absorbed as a cost. This has led many banks to reduce corporate access staffing, charge issuers directly for event production, and partner with independent platforms like WeConvene to manage corporate access workflows more efficiently.
Despite MiFID II disruption, sell-side firms provide meaningful value through buy-side relationship access (targeting companies to their existing buy-side clients), event production expertise for investor days and conferences, and analytical credibility that adds weight to management meeting invitations. The most effective IR programs combine sell-side relationships with direct outreach capabilities.
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 that integrates with major IRMS platforms.
WeConvene integrates directly with major IRMS platforms including Salesforce, Q4 Desktop, and Nasdaq IR through pre-built API connectors. Meeting data — including acceptance rates, attendance records, and engagement history — flows automatically to connected systems, eliminating dual data entry. WeConvene’s integration team provides a compatibility assessment as part of onboarding.