Q4 Platform success stories.

Coming off of a tough 2022, the capital markets surprised in H1 2023. 

When it comes to competing effectively in the increasingly digital world of the capital markets, “engagement analytics” is a current buzzword that holds enormous promise. Have you ever wondered what exactly the term means? Or, better yet, what do all the associated terms mean? Q4 understands, and we’ve got you covered. Jargon seems to come and go at warp speed these days, but engagement analytics is here to stay. In fact, it’s a practice that fundamentally elevates the next generation of capital markets connections for all participants. This engagement analytics glossary provides straightforward definitions for the most used – and least understood – terms associated with the digital transformation of the capital markets.

Engagement Analytics and Artificial Intelligence (AI) are revolutionizing investor relations. Because of these constantly changing advancements, investor relations (IR) professionals must stay up-to-date with the latest terminology and innovations.  Learning the “whys” behind shareholder patterns and behavior with advanced automation and processing can be game-changing for those who successfully utilize its potential.

We know that two of the most difficult challenges for today’s IROs are maintaining high-value institutional investor engagement and working successfully to increase their positions in the company’s stock. As a result, proactivity in terms of investor marketing and relationship engagement is a must. The effective use of data is essential to retaining and increasing the positions of strategic shareholders. In particular, this blog post seeks to answer the critical question: How can the combination of behavioral analytics and CRM data be used predictively to anticipate and influence the future decisions targeted investors make with your stock? 

In an environment of uncertain macroeconomic conditions, static or declining Investor Relations budgets, and significant innovations in capital markets communications, your IR peers at competitor companies are finding never-before-seen ways to quantity, demonstrate, and improve the performance of their function, but often struggle to get accurate engagement benchmarking. 

Over the past five years, investor relations tools have been transformed by what began with regulatory changes with the Markets in Financial Instruments Directive (MiFID II), then a global pandemic, and finally, the extraordinary headwinds from a tumultuous year in the capital markets. 

Improving ROI on IR Effort through Detailed Content Performance Analytics and Contact Level Targeting Recommendations

Coming off what was one of the worst years for global markets in history, 2023 is set to be a busy year for Investor Relations professionals. Given that the size of the average IR team we work with tends to be 1-3 individuals, executing these mandates in heightened economic and investor uncertainty is a tall order. Improving ROI through content performance analytics and contact targeting is vital for these small teams.

We don’t have to tell you that the job of Investor Relations in the UK and European markets continues to get harder, not easier. As public companies face market volatility, economic uncertainty, increased activism, growing retail investment, and ongoing digital transformation, IR teams are faced with a daunting task: perform at an even higher standard in terms of accuracy and efficiency with limited resources.