Targeting is one of the most important and difficult aspects of investor relations. Many challenges can stand in the way of this goal, varying from the size of your data to the volatility of the markets.
Let’s take a look at three of the most common investor relations challenges today, plus one IR solution that simplifies how you may find and target the right investors at the right time.
1. Market Volatility
The past few years have been tough on your investor relations, and it promises to remain that way for the foreseeable future. Experts forecast the bear market will continue well into the year, while the market’s biggest litmus tests point to an upcoming recession.
Volatility can scare even the most stalwart of your investors, making them behave in unpredictable ways. Emotional investing can be hard to track and anticipate, especially if your IR tools don’t monitor their online engagement metrics in real-time. You can feel as though you’re constantly on the back foot, playing catchup.
2. Tech Silos
Many IR companies provide individual tech solutions for the modern IRO; they produce excellent IR CRM desktop apps or impressive webcasting tools.
However good this technology may be at this niche function, that’s all it does. Too many of these individual programs don’t talk to each other, so this data doesn’t easily sync from one tool to the next.
The partial view it affords is a weakness. Siloed tech offers a truncated view of engagements, making it difficult to manage your data and spot patterns in online behavior. You can easily overlook key indicators of interest or activism, either of which can lead to problems down the line.
3. Overwhelming Data
Another big problem in targeting is the amount of data you collect on the average day. Siloed or not, your IR tools (bring in overwhelming KPIs from the following sources:
- Digital content (like press releases and publications)
- Email analytics
- Market performance
- Peer benchmarking
- Webcasts and capital markets virtual events attendance and analytics
- Website traffic and engagement
The digital acceleration of your industry means you handle more IR intelligence than you can physically process and analyze by hand.
When your team is overwhelmed like this, it’s easy to make mistakes. Without automated IR tools to help aggregate this data, you can overlook critical information, transcribe siloed data incorrectly, track trends poorly, or focus on the wrong information.
One IR Solution That Can Refine Your Targeting and Outreach Plans
If data, siloes, or instability interferes with your IR strategy, a unified, all-in-one IR program can help. All-in-one tech aggregates data from all your digital channels in real-time, and delivers it to your screen, already cleaned, analyzed, and visualized.
This immediate access to online investor behavior and market performance means you can stop playing the guessing game. You won’t have to jump from one siloed app to another to extract insights, risking inaccuracies and errors, nor wait for filings to reveal investor sentiment.
Instead, you’ll be able to review visitor behavior as it happens, comparing it to your stock price, peer sector, and other digital engagement metrics with a click of your mouse. With these insights, you’ll be able to map online behavior to market trends and identify investors whose activity suggest they’re ready for outreach. You can accelerate targeting and activism responses.
Your IR tech should work hard for you, not against you. If your team struggles with overwhelming data, siloed tech, and market instability, consider unifying your IR tools under one end-to-end, full-suite IR program. Talk to an IR firm today to learn about your options.
