NEW YORK, July 16, 2019 — WeConvene and Say are pleased to announce a strategic partnership bringing Say’s groundbreaking investor communications technologies to corporations, sell-side firms, and investors using the WeConvene investor access platform.
Integrating Say’s Q&A, polling, and engagement functionality into WeConvene’s industry-leading investor access platform gives event hosts on WeConvene access to new data, predictive capability and insight regarding investor sentiment. In this newly connected ecosystem, buy-side investors will have access to an improved but structured communications channel with investor relations professionals and an opportunity to give event-specific feedback to relevant corporations and sell-side firms during and after any investor access event.
Say’s technology produces actionable analytics that enable investor relations professionals to continuously fine-tune engagement and messaging based on what investors care most about. Say will be seamlessly available to all WeConvene clients globally.
“We are truly excited to be partnering with Say, as it brings us closer to delivering on our shared vision of creating a seamlessly connected ecosystem between the three sides of the capital markets focused specifically on their most important interactions,”commented Radek Barnert, CEO at WeConvene. “This partnership offers a breadth and depth to engagement between investors, Investor Relations Officers and the sell side [especially analysts] that has not existed before.”
“Partnering with WeConvene was a natural fit: Our technology brings a deeper level of engagement to investor communications, including those that take place in the corporate access world, where WeConvene has already established a market-leading presence,” said Laurent Paulhac, CEO of Say. “We look forward to growing Say’s network of users through this partnership and continuing to increase the efficiency and productiveness of communications across financial services.”
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.
