With all the talk on MiFID II, there has been little in-depth focus on how the Investor Relations function will be impacted because much of the detail is focused on the technical elements of trading, price discovery, reporting and transparency. But, investor relations teams will be significantly impacted by the new regulations as their two key stakeholders – the buy and sell-side – will both start to operate in fundamentally different ways. We examine the potential changes to the landscape and how IROs can adapt and thrive in this new environment.
Topics covered in this white paper:
- How MiFID II will impact the way Investor Relations teams interact with the Sell Side and Buy Side.
- Challenges for IROs in a post-MiFID II world.
- How technology can help IROs adapt their workflow to the new environment.
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 directly regulates EU investment firms. Non-European companies feel its impact through their European investor base — EU-regulated funds must comply regardless of issuer domicile. IR teams working with European institutions should understand how MiFID II affects their investors’ corporate access workflows.
Yes. MiFID II’s unbundling requirements have reduced the economics of bank-facilitated corporate access, leading issuers to invest more heavily in platforms that facilitate direct issuer-investor connections like WeConvene.
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.
