We’ve Improved Our Event Creation Functionality

2026 Corporate Access Update. The corporate access and investor relations landscape has continued to evolve through 2026, with refreshed analytics standards around one-on-one meeting ROI, conference attribution, and the buy-side / sell-side feedback loop. The 2024–2025 broker research unbundling cycle has settled, and the IR teams that demonstrate measurable engagement uplift through structured corporate access programs have outperformed peers in valuation multiples. For IROs, corporate access teams, and capital markets advisors, the 2026 toolkit is more analytics-driven than at any prior point. The remainder of this article — originally published in an earlier cycle and updated for 2026 — covers the underlying corporate access and IR detail.


Our event creation tool was the first part of the platform we developed (over 4 years ago now) and for obvious reasons is the most used feature on WeConvene. But as it has evolved with new functionality added, the user experience has become a little more complicated than we would like. In addition to this, our rapid growth in users (although entirely positive), has brought with it the challenge of maintaining excellent system performance – nobody likes the annoying “page loading” spinning icon.

After gathering user feedback on enhancements they would find valuable, we recognized the event creation functionality would benefit from some refinement. As one of the core WeConvene features that touches all parts of the application, development definitely presented some challenges but we are pleased to announce that on the 29th July, the new and improved event creation functionality will be available to all Corporate Access and Investor Relations users.

So what should you expect to find when you next login?

Well, everything should still feel pretty familiar as we haven’t altered the look and feel of the feature too dramatically, but some of the key feature additions are:

Event Access Settings

We’ve simplified the process of selecting which clients can access your event(s). With four simple options to choose from the feature is much more flexible, enabling you to easily open up your event to a wider audience as the event progresses.

Meeting slot visibility

It is now possible to switch meeting slot visibility on and off at any time during the event. We have simplified the action giving you the option to launch an event with all slots hidden and then open up visibility as the event progresses.

Batch Schedule Editing

We know last minute event changes are commonplace and now applying ad-hoc changes to your event schedule is simple. Whether it’s adding an extra participant to every meeting slot or moving all meetings back a couple of hours – the new batch schedule editing function helps you make these changes in seconds.

Event Preview

We have added in a preview section that summarizes all the key event details you have entered, so you know exactly what will happen once you launch the event and hopefully reduces the risk of any errors being made.

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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