The Power of a Single, Consolidated IR Platform

The evolution of IR in recent years has resulted in IR teams needing to become more strategic and proactive – with only so many hours in the day to accomplish everything on their plates.

The right IR technology streamlines workflows, facilitates better communication and collaboration, enables more targeted investor outreach, and provides connected insights and actionable analytics. If you’re using multiple point solutions and struggling to see benefits, it might be time for a change. This eBook dives into the process of consolidating many IR tools into a single, consolidated platform.

What’s Inside?

• Selecting the Right IR Tech
• The Need for IR Ops Software
• Planning the Transition
• Sample Transition Timeline
• Detailed Transition Steps
  • Selecting the New Platform
  • Preparation
  • Data Migration
  • Implementation
  • Testing
  • Go Live & Support
  • Post-Transition Review
• The Q4 Platform