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Your guide to selecting a solution built for the realities of investor relations
AI has enormous potential in IR, but not every tool is built for the demands of the role. From managing MNPI to preparing for earnings calls and staying audit-ready, IR teams operate under intense pressure and strict regulatory oversight. The wrong solution can slow you down or expose you to risk. The right one should strengthen your workflows without sacrificing control.
This guide breaks down what you need to know before choosing the right AI partner for your IR team.
You’ll get a practical framework to guide your evaluation, plus what to look for, what to ask, and what to avoid:
- Key considerations: Six crucial dimensions including security, scalability, and support, that should shape your decision
- Questions to ask vendors: For example, “How does your solution handle data from multiple sources?” or “How do you adapt to changing regulatory requirements?”
- What good looks like: Think private AI deployment, role-based access, and explainable outputs designed for IR
- Red flags to watch for: For instance, open web training, missing audit trails, or limited customer support
- Who it’s for: IROs, CFOs, CISOs, and compliance leads evaluating AI for high-stakes IR environments
