For all the time, effort and money that is put into organizing roadshows it is interesting that something as simple as the travelling between meetings can still have such a high impact on the perceived success of a roadshow.
As many Corporate Access and Investor Relations teams can attest to, whether it is zig zagging between The City and Mayfair in London or Downtown and Midtown in Manhattan, there are few things worse than having to witness a CEO wasting their time, sitting in traffic.
The difficulty in grouping meetings correctly by location and avoiding the above scenario is one of the primary reasons large brokers have roadshow logistics teams in place to handle this part of the roadshow organization. And based on the number of our users who highlight it as a persistent challenge, it is clearly not an easy task to get right.
Corporate Access and Investor Relations teams still seem to be spending far too much time on the following two challenges:
- Allocating a meeting to an investor only for their location to significantly impact the journey time to the next meeting and the rest of the days schedule.
- Not knowing the roadshow locations well enough to group the right meetings together to minimize journey time.
The current go-to solution to help with this for the majority of roadshow planners is Google Maps and for good reason – It has the most data, and uses that data in the smartest way. Which is why we have been working to integrate Google Maps into WeConvene, and are pleased to announce that from early June 2018, all Corporate Access and Investor Relations users will have the following functionality:
Dedicated map view with meetings organized by location and in chronological order.
Clearly marked routes from meeting to meeting, with estimates on journey time (toggle between driving and walking) and directions for the fastest route.
Ability to include or exclude meetings and enter a new location to easily judge where to add meetings to minimize travelling time.
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.
Roadshow effectiveness is measured through meeting acceptance rates (industry benchmark: 40-60% for targeted outreach), management time utilization (meetings per travel day), quality of accounts engaged versus targeting strategy, and post-roadshow ownership changes from 13F filings. WeConvene’s analytics dashboard surfaces these metrics automatically after each roadshow.
A deal roadshow is conducted in conjunction with a capital markets transaction — IPO, follow-on offering, or debt issuance — and is tightly regulated by securities laws. A non-deal roadshow (NDR) occurs outside transaction windows, allowing management to meet investors for relationship maintenance, strategy updates, or following significant corporate events without the regulatory constraints of a deal-driven roadshow.
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.
