Communicating with Your Investors in Uncertain Times

Today's IR teams are under increasing pressure to provide valuable insight on their company to investors. They must understand the questions their audience is asking, in addition to knowing how to interpret the data that is being presented. This knowledge, in addition to being able to communicate strategy in a clear and concise manner consistently, is necessary for a solid IR outreach strategy.?

Companies are concerned with increasing shareholder value in a changing and competitive landscape. Some of these concerns center around how to communicate their strategic initiatives in a compelling way, which gives their shareholders the confidence to remain for the long term, increasing share volumes in the process.?

Other questions revolve around making sure the strategy is differentiated and resonates with the investment community.?

A misguided passivity in investor relations can be a significant contributor to valuation misses. A well-constructed corporate story that is well-presented and rich in detail helps companies achieve just that. An investment in corporate communications can allow companies to demonstrate their value proposition and differentiate themselves in an increasingly competitive market.

It's important to understand what investors are saying about your company, and you should have a systematic way of tracking the feedback you receive from investors. Many organizations fail to leverage behavioral segmentation. Their competitors tend to have a better understanding of how their customers and users behave, which enables them to create a winning customer experience.?

In addition, the best companies have a finger on the pulse of investor feedback. They know what investors are thinking and they use that information to their advantage.

This leaves a lot of opportunity on the table.?

Most of the world leverages the latest tools and technology for sales outreach or lead generation. This assists in many ways - to determine market segments, message to target match, and how to educate and keep the target informed and engaged so they buy more, leveraging sales.?

From an IR perspective, Fintech, and Martech to communicate effectively and continuously, has proven extremely effective, and with compelling results.?

A successful investor relations strategy should always include consistent communication with your shareholders. The goal is to maximize investor feedback, which you should then use to refine your company's public profile and the messaging for investors. You can also use these insights to target specific investors, as well as turn that information into actionable improvements.

It’s not uncommon for investor perception to be clouded by incomplete knowledge, which is a telltale sign of ineffective communications. This can often be addressed by improving the messaging to highlight initial positive results of a company's growth strategy, as well as its differentiators in the market.???

Because of the complex nature of IR, many companies are turning to automated data-driven methods to segment their potential investors. Marketing automation and sales enablement tools have proven effective in separating investors into groups based on their behavior and needs, then using sales methodologies and processes to identify and communicate the right message to the right investor segments at the right time.?

Each outreach with the investor community provides an opportunity to learn and get better. By leveraging technology such as AI, companies can tailor an effective IR strategy that goes beyond quarterly contact and annual reports. This can be to education, awareness, and developing 2-way communication, between the company and the investment community.?

Today's IR departments are confronted with a complex investor field, a growing workload, and limited resources. They must streamline their efforts by clearly articulating the company's goals to investors, receiving feedback, and incorporating it by leveraging the right tools, technology, and processes to communicate company value.?

Reach out for use cases and case studies - always happy to share insights and compare notes.

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