SYDNEY, Australia, July 28, 2019 — WeConvene, the largest meeting platform for the capital markets community, today announced that four of Australia’s leading brokers and wealth advisors, Hartleys, Morgans, Taylor Collison and Wilsons, have chosen WeConvene’s event management platform to help streamline and transform the way that they organise, promote, book and track corporate access services provided to their corporate and buy side clients.
In addition to the efficiency and low cost benefits, each of the firms will also be able to introduce simplified meeting booking technology to their buy-side clients, delivering in essence a “TheFork” style click-to-book experience for their buy-side clients invited to events hosted by the Brokers. This approach removes the need for back-and-forth exchanges around booking meetings, saves time and gives all participants a much better experience.
Carrick Ryan, Director & Head of Institutional Sales at Hartleys, stated: “WeConvene has made it easier for our institutional clients to book a meeting on our corporate roadshows. It has helped Hartleys organise roadshows more efficiently.”
“We are thrilled that 4 of the leading Broking and Wealth firms have chosen to work with WeConvene and are experiencing the significant benefits the platform has to offer,” stated Radek Barnert, CEO of WeConvene. “Each of our clients has chosen to replace manual workflows, disparate databases and expensive legacy systems so that they can accelerate technological transformation for a service which is extremely valuable yet has always been terribly manual. Which will also mean their clients benefit,” Barnert added.
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.
