IRM, Shareholders & Intelligence
The tools you want and the insights you need
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IRM
Investor Relations CRM for managing contacts, activities, and tasks.
- Monitoring of interest and engagement in the company, integrated with the Mailer and Webcast tools.
- Automatic import and pooling of funds from the custodian bank’s shareholder base.
- Evolution charts of Position vs. Price with investor gain or loss scenarios.
- Daily report with main movements and position evolution.
IRM Functionalities
Improve your Company’s relationship with investors in a simple and integrated way.
Gain relevant insights when dealing with email communications
Information available:
- Whether the contact is already registered in the IRM databaseee
- Company’s position compared to peers
- Recent interactions/tasks with the contact
- Contact’s engagement with webcasts and sent mailings
Register your contacts and tasks quickly and easily!
- Automation in importing contacts and tasks
- Simple and intuitive operation in just a few clicks
- Access to a standard spreadsheet template compatible with MZiQ
Get information about your contacts’ engagement
On the Contacts screen, you can see:
- The activities the contact participated
- The mailings the contact opened
- The webcasts the contact attended
SHAREHOLDERS
Track all the movement of your shareholders and potential shareholders
Intelligence
Have access to information about Funds, Contacts, and Shareholding Positions from around the world.
- Create portfolios and analyze your listed peers.
- Understand how the funds invest in the companies.
- Access reports and prepare targeting by interest.
- Analyze information about funds and institutions before scheduling meetings.
Do you want to achieve greater accuracy in the analysis of potential investors?
Investor Targeting is a powerful feature that helps the IR team identify and engage stakeholders. It can also be used to promote engagement with current investors and strengthen the relationship with them.
1
Identify your investors
Analyze profiles and select the right investor for your company.
2
Nurture the relationship
Maintain regular communication with your investors by understanding their needs and expectations.
3
Engage
Show your investment strategy to potential investors.
4
Use strategy and tools
Use all available types of data to find the best combination for investors.
5
Keep going
Develop a funnel process and update it whenever necessary.