3 New Year’s Resolutions for Your Investor Relations Strategy
Published: 2023-01-16 21:10:08


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A new year is the perfect time to reflect on what went well in the past 12 months. But let’s be honest, it’s also an opportunity to reflect on what could have gone better. 
If you’re looking for ways to improve your investor relations strategy, you’re in the right place. Here are three resolutions any Investor Relations Officer (IRO) would be wise to make:

**Resolution #1: Unify Your Workflow**

Digital transformation in the workplace has kicked into high gear since the pandemic, yet far too many companies still rely on siloed technology.

Tech siloes draw up borders between software and data systems, shutting down how easily your team shares and analyzes IR information.

Siloes put your team at a disadvantage. While your company might collect IR intelligence from a broad range of CRM tools and digital engagements, this data won’t be centralized in a single app. Not only does this waste your time as you manually switch between apps, but it also increases the risk of making mistakes.

Implementing holistic IR technology can consolidate your engagement metrics and IR intelligence in one place. The latest tech even combines your CRM IR tools with market performance and behavioral data collected from your IR site.
 
More importantly, holistic IR tech relies on cutting-edge AI and machine learning to help analyze broad data systems, delivering key insights about investors and [IR website analytics](https://www.q4inc.com/products/engagement-analytics/default.aspx) in one place. 

**Resolution #2: Focus on Targeting**

Streamlined targeting is another upshot of unifying your IR tech. Targeting, after all, is rooted in data and technology. Integrated engagement analytics reveal key metrics about your investors, including insight into who’s engaging with your brand across your entire digital channels. 

However, tapping into this data for outreach is only one facet of improving your targeting. If you want to target more investors in the new year, investor relations experts recommend the following strategies: 

**Gain a Better Understanding of Your Investor Landscape:** Take a look at your current ownership and compare it to your peers. Investors who are already exposed to your peers are in a good position to become your shareholders, as they’ll have already done the research. 

**Tap into Investors’ Interests:** Learning what is important to your investors can help you identify themes that may be [driving their behavior](https://www.investopedia.com/articles/05/032905.asp) in the year ahead. 

**Get in Front of Targets with a Comprehensive Events Schedule:** Whether offering in-person or virtual capital markets events, you should develop your engagements with trends and themes in mind. Consider attending conferences that help you get in front of investors who may not be typically well-versed in your industry. 

**Resolution #3: Refresh Your IR Website **

For another year in a row, the [Brunswick Digital Investor Survey](https://www.brunswickgroup.com/perspectives/digital-investor-survey/) shines a spotlight on investor relations websites. According to 250 institutional investors who manage a collective $7.1 trillion in assets around the world, the IR site is the most trustworthy source of information about a brand and its investment opportunity.

The average IR site beats other brand channels and media, including e-mail newsletters, search results, Wikipedia, and Twitter. 

With such a focus on your IR site, it’s important you make sure yours is ready. Take the time to meet with IR website providers to discuss their strategy for making a beautiful and functional website. The best IR website marries both design and purpose so that visitors find what they need in a format they admire.
 
**New year, new IR strategy**

Try these three resolutions on for size to transform your strategy in 2023.