Webinar: Manage Corporate Access Directly with Investors

We recently had the pleasure of hosting awebinar with US and European based Investor Relations professionals.Matt Hall our COO and Ian Hirsch our US sales director ran through how we see the Investor Relations landscape changing over the next 12-18 months, the core WeConvene IR functionality and also how you can use WeConvene to connect with 150,000 global buy side investors through our integration with Bloomberg EVTS <GO>.

Thank you to all those who attended and asked questions, it was great to have such a good turnout of IR professionals from a diverse range of companies.

See below for a recording of the webinar and the accompanying presentation. We will be hosting further webinars in the near future, so stay tuned for details.

Download the Webinar Presentation PDF here.

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.
What types of investor events does WeConvene support?

WeConvene supports non-deal roadshows, investor days, analyst days, sell-side conference participation, buy-side-initiated meetings, virtual meetings, and one-on-one investor meeting programs from a single platform.

How should IR teams measure investor event success?

Investor event success is measured through meeting acceptance rates, management time efficiency, quality of accounts engaged versus targeting strategy, and post-event changes in analyst coverage or institutional ownership.

What is WeConvene and how does it help investor relations teams?

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.

How does WeConvene integrate with existing IR technology stacks?

WeConvene integrates directly with major IRMS platforms including Salesforce, Q4 Desktop, and Nasdaq IR. Meeting data flows automatically to connected systems, eliminating dual data entry. WeConvene’s integration team provides a compatibility assessment as part of onboarding.

About WeConvene

Established in 2012, WeConvene is the cloud-based meetings and events management and marketing platform that helps the capital markets community book better®. WeConvene makes the creation, distribution, marketing and execution of official meetings and events between analysts, corporates, investors, IR firms, expert networks and investment banks fast and easy, generating better outcomes including greater team efficiency, increased meeting attendance and enhanced client satisfaction. For more information please visit WeConvene.com. For a demo or sales introduction please click here to request now.

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