Success as an IRO hinges on your ability to communicate complex market information to your C-Suite and investors with precision. These key players don’t have time to pour over the exhaustive IR intelligence your IR team collects everyday. Instead, they need a concise briefing book that delivers them immediate oversight over your strategy, market performance, or an investor profile.
A briefing book delivers the most pertinent information needed for the reader to make an informed decision on the issue or problem at hand. The challenge for you as a modern IRO is choosing what material makes the cut. In this day and age, you collect an overwhelming amount of data, and it’s not always easy consolidating it into a digestible format.
What Are the Benefits of a Well-Designed Briefing Book?
First and foremost, a briefing book is a critical tool in bringing your C-Suite and other corporate access professionals up to speed. This document translates engagement metrics and other IR intelligence into actionable insights about capital markets participants interacting with your brand.
By disseminating these metrics in briefing book form, you give your C-Suite a quick way to prepare for a variety of potential situations — from friendly one-on-ones to more critical activist campaigns.
A briefing book is also a critical tool for sharing information with colleagues, as well as existing or prospective shareholders. With the right IR tools, you can quickly customize a briefing book that appeals to specific individuals, providing a short and concise look into data.
How Does Technology Improve This Document?
Translating abstract data pulled from your vast IR platform into the measurable observations and recommendations found in a briefing book isn’t easy. Doing this by hand would defeat the purpose of a convenient briefing book that quickly brings your C-Suite, colleagues, and investors up to date. It would simply take too long. It also invites the opportunity of making errors as you manually transpose data from siloed programs.
Embracing technology can simplify this task says the IR firm Q4. A briefing book feature is a new element of the Q4 Capital Connect platform, an all-in-one app that aggregates data from every touchpoint between your brand and the capital markets. This includes data culled from your entire program, including your IR and ESG sites, virtual events, webcasts, CRM app, and more.
The result? A more comprehensive view of your investor engagement with on-demand insights about investors and your performance.
You can access this data with just a few clicks of your mouse, rather than having to hunt it down across multiple programs or apps. This easy oversight leads to a smoother creation process. You won’t have to fight against tech silos to find better data, and you can avoid the unnecessary errors that can come with manually gathering information. And like most automated IR tech, it cuts down on the amount of time it takes to create and modify briefing books.
Bottom Line:
The right IR tech equipped with briefing book features will share data-driven insights in less time. Not only will this streamline your day-to-day workload, but it will impress your C-Suite when you deliver a data-driven report with the IR intelligence they need.
