Putting together an event schedule is always a time consuming process. Aligning meeting participant’s availability; deciding locations; making sure meeting rooms are available; factoring in travel time and then trying to get the right investors into meetings is rarely a straightforward process. But after speaking with hundreds of event organizers across the corporate access and investor relations space, two types of events are specifically highlighted as causing a scheduling headache:
- Roadshows with multiple travelling teams
- Corporate Days or Mini-Conferences with multiple corporates presenting
Both these event types involve complex schedules and where there are multiple meetings running concurrently, it becomes difficult to a) keep track of specific meeting information b) maintain a clear view of the whole event and c) ensure there are no scheduling conflicts.
Consistently hearing these pain points motivated us to build a solution that simplifies the process of organizing large events and removes the need for event organizers to resort to using Excel as their scheduling tool – there are many powerful uses for Excel but we remain unconvinced that managing an event schedule is one of them!
We began by using the WeConvene Event Creation functionality to create a Corporate Day event with 10 companies holding meetings at the same time (more frustrating than we would have liked). After going through this process we found creating a schedule was a lot like putting together a jigsaw puzzle and the challenge for users was being able to maintain a clear view of the entire schedule while also having the ability to focus on specific parts of the schedule and easily access the individual meeting details.
How WeConvene makes it easy to manage complex events
With that challenge as our starting point we arrived at four features that we wanted to add, to make organizing a complex event a pain free experience for event organizers.
Feature 1: Tag a meeting
We have added the ability for users to add a “Tag” to a meeting. A simple example of how this can be used is for instances where there are multiple travelling parties (Teams) within a roadshow, users can tag meetings (“Team A” or “Team B” etc.), making it easy to filter for a specific travelling party’s schedule.
Feature 2: Filtering the meeting schedule
One of the challenges with a complex event is breaking down the schedule into smaller manageable chunks, so to make this easier, we have added the ability to filter the schedule view by any meeting criteria, such as participants, location, meeting type, tag or presenting company.
Feature 3: Meeting tracks
Users can organize meetings into specific tracks based on any meeting criteria (location, meeting tag, presenting company), putting all meetings happening at the same time, side by side – for a complete picture of the event.
Feature 4: Conflict warnings
When putting together a schedule with 40+ meetings and multiple participants, mistakes will happen so to minimize this, we have added conflict alerts. Whenever a meeting participant is “double-booked” the event organizer is notified.
All these new features will be released on 17th February 2018, if you are interested in taking a deeper look, drop us a line to request a demo.
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.
IR engagement effectiveness is measured through meeting acceptance rates (targeting quality indicator), management time per investor relationship (efficiency metric), ownership concentration changes following outreach campaigns (outcome metric), and analyst coverage quality (long-term indicator). WeConvene’s platform provides analytics dashboards that track these metrics across your investor engagement program.
WeConvene supports the full range of institutional investor meeting formats: non-deal roadshows, investor days and analyst days, sell-side conference participation, buy-side-initiated management meetings, virtual meetings and webcasts, and one-on-one investor meeting programs. The platform manages scheduling, logistics, and follow-up workflows across all these formats from a single interface.
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.
