People are at the heart of the WeConvene ecosystem. The health and wellbeing of our employees, clients, partners and communities are always our top priority especially during this unprecedented and rapidly changing period. We care deeply for all the families around the world that have experienced loss due to COVID-19 and are committed to minimizing health risks and economic impact where possible.
Our commitment
We, too, are actively navigating this space of uncertainty and disruption. As a technology company, we are putting initiatives in place to support all sides of the Capital Markets and to ensure Investor Access Meetings can continue at a time when regular and proactive communication is key.
Virtual Roadshows / Meetings
Roadshows, analyst marketing and all physical Investor Access meetings have been cancelled as a result of COVID-19. Virtual meetings are here to stay. Use WeConvene to Create, Manage, Invite and Track your Virtual meetings.
Integrate your WeConvene account with Zoom
Our Zoom integration means all WeConvene clients can leave Excel spreadsheets and painfully manual copy and paste workflows behind and turn days of work into minutes. Once integrated you can generate secure individual Zoom meeting links for every slot and its attendees working in-line during the creation of the schedule.
Click here to learn more about our Zoom Integration
… or use any 3rd party conferencing tools
Your company is using a different conferencing platforms like PGI, WebEx, Microsoft Teams, Skype for Business and UberConference? No worries, you may also incorporate these conferencing details onto your meeting schedule.
Attention Analysts!
Don’t waste hours repetitively creating, planning, distributing and managing your next set of client calls. Scheduling, managing and tracking these can be achieved in minutes using the WeConvene platform.
Buy-side, Sell-side and Corporates
The WeConvene platform is for all 3 sides of the investment community. All 3 sides can plan, create, distribute, invite, manage and track events using the WeConvene platform.
Tutorials
Sell-Side Tutorial: Create a Virtual Roadshow
Corporate IR Tutorial: Create a Virtual Shareholder Meeting
Corporate IR Tutorial: Create a Virtual Meeting with your Analysts
Buy-Side Tutorial: Create a Virtual Reverse Roadshow
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.
