After launching WeConvene, one of the first big features we developed was our event Itinerary functionality, providing event organizers with the ability to manage every aspect of their events on WeConvene.
It is over 2 years since we built this functionality but we still remember at the time being struck by how much effort Corporate Access and Investor Relations teams dedicated to formatting and updating the Itinerary documents that they would send round to event participants. It was (and for many team still is) standard practice to manually update the itinerary document multiple times, sometimes on a daily basis and it was a big eye-opener for us the amount of time taken up by what we had previously assumed was a straightforward process.
Our solution to this was to build an Itinerary Webpage function that removed the manual work involved with creating Itinerary documents:
- Users could generate a fully formatted, dedicated itinerary Web Page with a single click.
- The itinerary page automatically updated when changes were made to the event schedule.
- Each event participant received a personalized link that reflected their exact schedule.
We were pretty excited about this functionality and saw it as the perfect way for Corporate Access and investor Relations teams to reduce the huge amount of time spent constantly reformatting and resending itinerary PDF’s.
Since we launched this feature we have had a number of our clients switch away from the old method of creating and distributing itinerary documents and embrace using the online version. Recent feedback from event organizers has been extremely positive on the amount of time it has saved, which we have taken as our cue to revisit the functionality and build some powerful additions, making this an indispensable tool for event organizers and their event participants.
Integration with Google Maps
- Event participants can now also view their schedule in a google map view.
- Routes between meetings are clearly mapped out, with detailed directions.
- Option to view the distance and travel time between meetings based on different modes of transport.
Powerful filters
- Event participants can filter their schedule to quickly access the specific meeting information they need.
- Schedules can be easily customized to show meetings by a particular location, day, meeting type or investor.
Multiple Views
- Event participants can toggle between agenda, calendar and map views depending on their preference.
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.