The operating model for Corporate Access delivery has remained relatively unchanged since its inception as a service, but post-MiFID II the traditional providers of corporate access (the sell side) are realizing they need to perform a radical review of their corporate access offerings to ensure the business remains viable and sustainable. This will have far reaching implications for the entire corporate access ecosystem and result in it looking very different in 12-18 months time – something that will also have a significant knock-on effect for Investor Relations (IR) teams.
Topics covered in this white paper:
- Why the buy side are becoming more vocal on what they will and will not pay for.
- The significance of the large gap between what the sell side have asked to be paid and what the buy side have offered to pay for meetings.
- How the disconnect between the price the sell side want and the price the buy side are willing to pay is driving change in corporate access provision.
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.
AI is transforming IR in three primary ways: investor targeting (using portfolio data and engagement history to predict which accounts are most likely to engage), meeting note summarization and action item extraction (reducing post-meeting administrative burden), and agentic workflow automation (handling scheduling coordination, confirmation logistics, and follow-up communications with minimal human intervention). WeConvene’s AI capabilities are integrated directly into the corporate access workflow.
WeConvene’s targeting capabilities draw on meeting acceptance and decline data (revealing which investors engage most actively with which types of issuers), engagement history analytics (tracking meeting frequency and quality over time), and integration with ownership data feeds. This proprietary engagement dataset allows WeConvene users to refine targeting strategy based on behavioral data rather than ownership snapshots alone.
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.
