Whatever region you operate in, it is likely you will have heard something about MiFID II. Particularly for U.S.-based financial professionals, who are outside of MiFID II’s direct purview, there is probably a sense of relief about not being directly impacted. In this article we take a look at why even for those not immediately impacted, the new law still has some important considerations.
Topics covered in this white paper:
- How US firms are likely to be impacted by MiFID II.
- Why what you do is more relevant than what type of firm you are.
- Whether the EU’s new requirements will become the best practice global standard.
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.
MiFID II directly regulates EU investment firms. Non-European companies feel its impact through their European investor base — EU-regulated funds must comply regardless of issuer domicile. IR teams working with European institutions should understand how MiFID II affects their investors’ corporate access workflows.
Yes. MiFID II’s unbundling requirements have reduced the economics of bank-facilitated corporate access, leading issuers to invest more heavily in platforms that facilitate direct issuer-investor connections like WeConvene.
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.
