New York, July 2018 — WeConvene the largest meeting platform for the capital markets community today announces the introduction of new functionality designed to help streamline the earnings call preparation and management process for public companies, the C-Suite, Investor Relations professionals, investors and sell-side analysts.
Announcing the new earnings call features, CEO Radek Barnert stated,
“more than 97% of public companies host quarterly earnings calls, but publishing dial-in details and waiting for participants to join without knowing who is joining, is far too reactive with no transparency for the issuer. WeConvene’s new functionality makes earnings calls easy to organize but more importantly removes the anonymity prior to the event”.
From today WeConvene IR platform customers (including IR Officers and IR Firms) will have the ability to:
- Create earnings call invitations which can be easily booked by invited participants;
- Publicize the earnings call to the world’s largest buy-side audience via Bloomberg EVTS;
- Improve participant vetting and remove attendee anonymity via a simple booking process;
- Utilize information about participants to better prepare the earnings call script and Q&A responses;
- Provide a registered attendee list to the C-Suite ahead of the earnings call;
- Include meeting notes for post call analysis and discussion with the C-suite; and
- Distribute post call transcripts to participants via the WeConvene platform.
These new features will benefit buy-side and sell-side participants because the process for booking into the earnings call is streamlined, just like booking a restaurant, so that once booked, all details are automatically placed in the participant’s calendar.
“Soon, gone will be the days where IROs fret about hosting earnings calls, managing the attendees and ensuring timely follow up. This is because a largely automated pre and post-meeting management workflow will put much more information into the hands of the IRO and their C-Suite”
Barnert added. WeConvene remains the only global investor meeting platform that enables corporate, buy-side and sell-side participants to offer, book and track all of their meetings with each other in real-time.
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.
The most common IR earnings mistakes include inconsistent guidance language from quarter to quarter (which analysts track carefully), insufficient Q&A preparation (being caught off-guard by analyst questions), delayed post-call follow-up with key investors, and failure to update investor targeting lists between earnings cycles as ownership changes.
Modern IR technology supports earnings call management through automated investor notification workflows, webcast logistics coordination, real-time participation tracking, and post-call analytics that measure investor engagement and sentiment. Integrating earnings event management with your IRMS ensures call participation data feeds into your broader investor engagement record.
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.