As Investor Access and Investor Relations teams continually tell us, filling up an event schedule is unfortunately not always as easy as simply inviting an investor and then seeing them at the meeting. Event invite emails are usually followed by a booking confirmation notification, perhaps a calendar invite and then reminder emails in the days before the event starts, all aimed at ensuring the investor doesn’t forget to turn-up for their meeting. When you also factor in any update emails sent to notify of changes to the meeting or post-meeting follow-up emails, there is clearly a lot of investor communication involved in making sure an event is successful.
With over 25,000 event invite emails sent every month by WeConvene clients, our event marketing tool is one of the most used features on WeConvene. It’s core function is to enable event hosts to quickly generate customized event email invitations, but after getting a lot of requests from our clients to build features that solve the pain points that come with managing all other event related communication, we set about expanding this feature to cover the whole event communication lifecycle.
Our enhanced event marketing tool is packed with features that completely automate the process of executing event communications and helps ensure investors receive the information they need, when they need it.
Investor Access and Investor Relations teams can now:
- Choose from different email templates that can be used throughout the lifecycle of an event, including event invites; meeting booking or cancellation confirmations; meeting update notifications; reminders and post-event follow-up emails.
- Just as easily create a campaign for 1 or a 1000 investors with the ability to build customized target lists in just a couple of clicks. As an example, when sending a meeting reminder email, event hosts can simply select the “send to all booked individuals” option and everyone booked into a meeting will get a personalised reminder with their specific meeting details.
- Learn more about investors with detailed email campaign data, showing who has opened or clicked and whether an email was undelivered. Provides detailed data that can be used to evaluate the success of your event communication efforts.
- Add attachments to email campaigns to ensure that investors have any relevant materials such as presentations or research reports, to hand ahead of the event.
- Send event itineraries to investors ahead of a corporate day or reverse roadshow event, so they have a list of the meetings they are due to attend and all the relevant details.
- Duplicate email campaigns, making it easier than ever to quickly create new event invites.
We have also greatly enhanced the process by which investors can add booked meetings into their personal calendars. Each booking confirmation or reminder email contains a personalized calendar subscription link enabling investors to sync their personal calendar with WeConvene. This one time action doesn’t require a WeConvene login and that only takes a minute to set-up. So any meetings booked or cancelled via WeConvene will be automatically synced and updated with the investors’ calendar in real-time.
We will be releasing our enhanced event marketing tool in late-November 2018. Send us a message if you would like an advance look on how WeConvene can remove the manual work associated with managing event communications and give you time back in your day.
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.
AI is transforming IR in three primary ways: investor targeting (using portfolio data and engagement history to predict which accounts are most likely to engage), meeting note summarization and action item extraction (reducing post-meeting administrative burden), and agentic workflow automation (handling scheduling coordination, confirmation logistics, and follow-up communications with minimal human intervention). WeConvene’s AI capabilities are integrated directly into the corporate access workflow.
WeConvene’s targeting capabilities draw on meeting acceptance and decline data (revealing which investors engage most actively with which types of issuers), engagement history analytics (tracking meeting frequency and quality over time), and integration with ownership data feeds. This proprietary engagement dataset allows WeConvene users to refine targeting strategy based on behavioral data rather than ownership snapshots alone.
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.