engageIR vs. Competitors
How our offering stands out from the rest
For close to a decade, the Smartkarma global intelligence platform has been providing institutional investors with actionable insights, high-touch analyst access and specialist data subscriptions to make informed investment decisions.
With a focus on innovation and technology, Smartkarma offers a wide range of data solutions and analytics across various sectors, including equities and commodities and is fast becoming the go-to for finance professionals in fund management and corporates.
Today, powered by AI underpinned by high-touch expert IR Advisory and research capabilities not found on other platforms, Smartkarma unveils its proprietary engageIR intelligence platform for corporates. Smartkarma’s engageIR platform help companies build and nurture their investor community, increase engagement, and effectively manage investor relations.
Key Differences
By leveraging on Smartkarma’s research ecosystem and extensive global investor network, engageIR help corporates discover, engage, and convert shareholders at scale by building investor demand with interactive shareholder engagement tools and bespoke investor relations strategies for management.
engageIR provides a comprehensive offering comprising Research, Digital IR Platform, IR Advisory and Investor Discovery. These features collectively enhance the efficiency, effectiveness, and strategic value of issuers’ investor relations efforts.
Research Angle
Dive deep into market trends and insights to empower your strategic decisions
- Market Analysis: Conduct comprehensive analysis of market conditions, trends, and forecasts
- Industry Reports: Access detailed reports on various industries to understand market dynamics
- Competitor Analysis: Evaluate the strategies and performance of competitors to identify opportunities and threats
- Consumer Insights: Gain insights into consumer behavior and preferences to tailor your strategies
- Economic Indicators: Monitor economic indicators that impact your industry to make informed decisions
Premium Angle
Access exclusive, high-quality IR Advisory & Research content to gain a competitive edge
- Exclusive Content: Access premium reports, research papers, and market analysis not available to the general public
- Expert Advice: Receive insights and recommendations from industry experts and analysts
- Tailored Research: Get customized research tailored to your specific needs and business objectives
- Webinars and Events: Participate in exclusive webinars, conferences, and events to stay updated on market developments
- Benchmarking Tools: Use advanced tools to benchmark your performance against industry standards
Investor Hub
Centralize all updates on your company in one place, making it easy to track developments and progress
- Unified Dashboard: Access a centralized dashboard that consolidates all investor-related updates and information
- Real-Time Updates: Receive real-time notifications and updates on company developments, financial results, and announcements
- Document Repository: Store and manage important documents, such as financial reports, press releases, and presentations
- Engagement Tools: Use tools to engage with investors, such as interactive announcements, Q&A sessions, and feedback forms
- Performance Metrics: Track key performance metrics and KPIs to monitor your company’s progress
Investor Discovery Targeting
Leverage Smartkarma's network to identify and connect with relevant investors
- Investor Profiling: Identify and profile potential investors based on their investment preferences and history
- Targeted Outreach: Conduct targeted outreach campaigns to connect with relevant investors
- Network Access: Leverage Smartkarma's extensive network to identify and engage with institutional and retail investors
- Data Analytics: Use advanced analytics to identify trends and patterns in investor behavior
- Investor Meetings: Schedule and manage investor meetings, presentations, and roadshows
Contacts Management & CRM
Streamline and enhance relationship management with integrated CRM tools
- Centralized Database: Maintain a centralized database of investor contacts and communication history
- Relationship Tracking: Track interactions, meetings, and communications with investors
- Segmentation: Segment investors based on criteria such as investment size, engagement level, and interests
- Personalized Communication: Send personalized messages and updates to different investor segments
- Activity Reminders: Set reminders and tasks to follow up with investors and maintain strong relationships
Peers Benchmarking
Compare your company’s performance against peers for valuable benchmarking insights
- Performance Comparison: Compare financial and operational performance metrics with industry peers
- Benchmarking Reports: Access detailed benchmarking reports to identify areas of improvement and best practices
- Competitive Analysis: Evaluate the strategies and performance of competitors to identify strengths and weaknesses
- Market Positioning: Understand your market positioning relative to peers and industry leaders
- Trend Analysis: Analyze trends in your industry to stay ahead of competitors
Peers Monitoring
Stay informed with key updates on your competitors and industry peers
- News Alerts: Receive alerts on important news and developments related to competitors and industry peers
- Market Intelligence: Access market intelligence reports to stay updated on industry trends and competitor activities
- Competitive Landscape: Monitor the competitive landscape to identify new entrants, mergers and acquisitions
- Strategy Tracking: Track the strategic initiatives and moves of competitors
- Performance Monitoring: Monitor the financial and operational performance of industry peers
AI Angles
Utilize advanced AI features to optimize analysis, targeting, and overall efficiency
- Predictive Analytics: Use AI-driven predictive analytics to forecast market trends and investor behavior
- Natural Language Processing: Leverage NLP to analyze news, reports, and social media for sentiment analysis and insights
- Automated Reporting: Automate the generation of reports and dashboards to save time and reduce manual effort
- Data Integration: Integrate data from multiple sources to provide a comprehensive view of market and investor information
- Personalized Recommendations: Use AI to provide personalized recommendations for investor targeting and engagement strategies
Comparing Against Key Competitors
A Comprehensive Investor Hub In The Making
Ours is a vision to innovate and offer a fully-fledged Investor Hub with a variety of features designed to enhance investor engagement and streamline communication. Additional features such as the following will be added onto the platform progressively to address the needs of corporates:
- Registry Integration: Connects your registry to gain insights into investor behavior and measure marketing ROI
- Investor Analytics: Provides actionable insights into shareholder activities and trends
- Investor Communications: Automates and schedules communications to keep investors informed and engaged
- Controlled Conversations: Allows for Q&A sessions with investors in a controlled environment
- Interactive Announcements: Enhances announcements with videos and interactive elements
- Engagement Analytics: Measures the impact of communications on investor engagement and demand
- Activity Updates: Keeps investors updated with non-regulatory news and developments
- Email and Social Media Campaigns: Distributes announcements and news directly to investors and social media channels
- Investor Segmentation: Segments the investor base for targeted marketing campaigns
- Investor Profiles: Provides detailed insights into individual or segmented groups of investors
- Broker Analysis: Summarizes broker activities and their support for the company
- High Net Worth Identification: Identifies and nurtures high net worth investors
- Trading Activity Insights: Analyzes daily trading activities for early detection of shareholder movements
- Investor Welcome Page: Welcomes new and prospective investors with a dedicated home page
- Controlled Q&A: Facilitates private and public Q&A sessions with the management team