Process automation – how to implement it in the IR area

The promise of artificial intelligence and process automation raises new questions about the role of work in our lives. Whichever was essential and key to performing a function is currently not seen as such. Such technological evolution is also seen in the Investor Relations area (IR). For the IR area to be strategic and achieve goals, it must be in tune with technology. Therefore, process automation provides professionals with more time to think strategically and use their skills to bring results to the company.

What is process automation? Process automation is the use of equipment and systems when performing repetitive and operational tasks. In the IR world, it means that operational tasks move from being paramount in the routine to becoming key decision-making elements. All the data used in operational tasks can become a powerful decision-making source.

How can one bring process automation into the IR routine? Technology is already present in IR’. There are currently several tools to facilitate the team’s daily routines. Three key IR elements can be seen in some tools:

Compliance with deadlines

Publicly held companies need to comply with several obligations before the regulatory body, and, therefore, comply with deadlines, as described in the regulation. But how is it possible to remember all the deadlines?

Access to filing automation is currently possible, and it facilitates the entire process of updating and sending synchronous messages to the entire audience. By doing this, the IR ensures that the entire process and the communication with the market are efficiently carried out with the regulatory body.

Meeting assertiveness

Every IR needs to hold meetings with investors and potential investors. When holding a meeting, it needs the track record of those involved. How is it possible to centralize all the information in a single place?

The market already has tools with all the necessary data to monitor it in a single platform. The entire process of data inclusion to the generation of a specific report can be done with a single click. Or even visualized in the email box by using system integration.

Focus on strategic matters

The use of different forms of automation provides the IR with more time for strategic matters. The team can focus on the analysis of investors, potential investors, and their peers. Accordingly, it is possible to use their skills to increase the company’s results.

The integration among systems, artificial intelligence, and equipment allows professionals to automate repetitive activities, centralize information, facilitate management, and control tasks.

This ensures compliance with deadlines and higher quality in the delivery of results.

Process automation is a way to encourage the company’s sustainable growth, as it helps to reduce errors and improves teams’ productivity.

About MZ

MZ has been a global leader in investor relations services for over 22 years. Our solutions are trusted by more than 800 clients worldwide, and we have published over 2,000 IR websites. Our portfolio of intelligence and communication solutions empower our clients to remain ahead of the market by providing them with all the tools and insights they need to make effective decisions and better engage with the capital markets community.

Marcele Magalhães Casagrande

Partner, Market Intelligence

marcele.magalhaes@mzgroup.com