Automation of processes that improve time management

IR professionals are being pressured to deliver new ESG data, disseminate this information in a way that it reaches individual investors, take active roles in the search for new investors withing the scope of the new MIFID II legislation, and maintain a lean and efficient team. None of this is possible without the use of new technologies that help reduce the time spent on operational activities and allow a more targeted work approach. To achieve this, key resources available include: virtual roadshow platforms, pre-recorded videos for disclosing results, IR websites with automatic updating of CVM and SEC files, single-click mailing system, CRM fueled with market data, targeting intelligence tools, the use of technology that generates reports which consolidate the custodian bank’s shareholder base, as well as integration with other day-to-day tools.