New York, Jan 25 2019 — WeConvene, the world’s largest investor access platform for the capital markets, today announced the release of significantly enhanced event communication tools for investor access event organizers. Available to all WeConvene users from Monday 29 January, the new features have been described by early release clients as a “significant leap forward” in event communication tools.
WeConvene’s new event marketing tool incorporates more than 95% of over 100 enhancement requests from existing sell side, IR and Corporate IRO clients. The new tools will automate and add significantly more intelligence to event marketing tools used by investor access event organizers. Commenting on the new release CEO Radek Barnert said “We listen to our clients and we make sure that we quickly and efficiently incorporate enhancements into our own product roadmap so that our platform evolves rapidly and in the direction that makes our sell side, IR and Corporate IRO clients happy.” Barnert further commented, “with these extensive enhancements we are empowering event organizers with automation tools that save time and add a layer of intelligence to event marketing workflows that is not available anywhere else.”
In the same way that other industries (such as travel and hospitality) use marketing tools to invite, confirm, update, remind and follow up with their clients, the WeConvene platform’s enhanced marketing functionality allows for all of these actions to be completed entirely within the platform and at the touch of a button. The experience for both the event organizer and the investor/client has never been so simplified or streamlined.
Specific feature highlights include:
- A range of templates to use throughout the lifecycle of an event, including event invites; meeting booking or cancellation confirmations; meeting update notifications; reminders and post-event follow-up emails;
- Just as easily create a campaign for 1 or 1000 investors with the ability to build intersected target lists in just a few clicks’;
- See detailed email campaign statistics, showing open, click and bounce rates thereby giving users detailed data which is useful when evaluating the success of event communication efforts;
- Attachments (research, press releases, presentations) can be added to email campaigns to ensure that investors have any relevant materials ahead of the event;
In addition to the enhanced event marketing features, WeConvene has also greatly enhanced the process by which investors add booked meetings to their calendars. Each confirmation or reminder email contains a link enabling investors/clients to add bookings to their calendar – this one-time action doesn’t require a WeConvene login and only takes a minute to set-up, after which any meetings booked or cancelled via WeConvene will be automatically updated 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.
Key evaluation criteria include integration compatibility with existing IRMS and CRM systems, workflow fit for your team’s most frequent use cases (scheduling, targeting, or event management), implementation timeline and support quality, total cost of ownership including training and ongoing maintenance, and vendor roadmap alignment with your long-term IR strategy.
Implementation timelines range from 2-4 weeks for standalone platform configuration to 8-12 weeks for full integration with existing IRMS, CRM, and data feed systems. Key factors include data migration complexity, number of API integrations required, and availability of IT resources. WeConvene’s structured onboarding program includes dedicated implementation support.
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.