As the ramifications of MiFID II start to play out, many IR teams are facing a world of fewer analysts and less coverage becoming the new normal. In this environment IR teams are going to have to increasingly compete for analyst attention and in this whitepaper we look at how IR teams can adopt a more strategic approach regarding which analysts to target and also how to best manage analyst relationships.
Topics covered in this white paper:
- Importance of being covered by the analysts that investors value.
- Looking to the next generation of analysts and beyond the large sell side firms.
- Cultivating relationships with “key” analysts.
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.
Buy-side investors prioritize access to management with genuine decision-making authority, candid discussion of risks, and evidence that IR teams understand their specific portfolio thesis. Meetings that rehash press releases without new insight are rated as low-value.
Effective institutional investor engagement requires accurate targeting (reaching accounts most likely to engage with your story), compelling meeting content that adds value beyond publicly available information, and systematic follow-up that maintains relationships between transaction events.
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.
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.
