In our recent webinar, investor relations experts Erik Carlson, CEO at Notified, Glenn Schulman, Founder of Z3 Biocommunications, and Amanda Tang, Head of Investor Relations at TMX Group, shared practical, data-driven ways to strengthen your IR strategy and build long-term investor confidence.
Whether you're new to using IR metrics or ready to optimize your approach, these five data tips will help you make smarter decisions, faster.
Pro Tip: Tools like Notified’s IR Hub are making it easier to act on insights by bringing your IR website, events, press releases and analytics into one connected dashboard.
Before improving your strategy, understand what you’re already tracking – and what’s missing.
As Carlson explained in our webinar:
“Pause and take index of what you’re measuring – and what you’re not. Look at foundational metrics, like event engagement, website traffic, or media monitoring, and start building a baseline.”
This means figuring out:
Creating a baseline helps you benchmark performance and uncover what’s actually working. But don’t expect overnight results – patterns take time to emerge.
How IR Hub Can Help: With IR Hub, you can consolidate foundational metrics across your website, earnings events and email campaigns – so you can monitor trends and refine your messaging all in one place.
Big numbers don’t always equal big impact. The most useful data is the kind that leads to better decisions.
Tang said it best:
“The value is not in the quantity of the data, but in our ability to digest, interpret, and derive actionable insights from it.”
Ask:
Less is more when you’re focused on the insights that move the needle.
Streamline Your View: IR Hub’s unified reporting dashboards highlight meaningful engagement trends – so your team can act with clarity and confidence.
Some of the best insights come from places IR teams often forget to check.
One of the biggest mistakes IR teams make is overlooking data that’s right in front of them. During the webinar, Schulman shared a great example:
“Something as simple as monitoring call lists, seeing who is on your webcast, who is on your live IR event who is actively engaging with your story is incredibly valuable.”
Look beyond the basics:
Artificial intelligence is reshaping how IR teams approach data – but it’s not replacing human strategy. It’s enhancing it.
As Carlson pointed out, it’s important to strike the right balance between automation and human judgment.
“IR teams aren’t necessarily growing, but responsibilities and data are – so it’s key to combine technology with human insights to stay ahead,“ he said.
“Many IR teams are small, and we can’t just expand overnight,” said Tang. “But with the power of AI, it can feel like you’re a team of more than one or two. AI helps you do more with less – whether that’s tracking trends, improving engagement, or saving time on repetitive tasks.”
Here’s how you can use AI to make your life easier:
At Notified, we’re building IRIS – an AI-powered assistant coming soon to our IR Hub platform. IRIS will help teams work smarter by mining transcripts, analyzing Q&A and creating analyst profiles. It’s designed to cut down manual research and deliver meaningful insights faster.
Great investor communication doesn’t stop when the earnings call ends. Use your data to keep the conversation going.
Tips to stay connected:
IR Hub brings everything together, unifying earnings releases, IR websites, events and regulatory filings into a single control center, providing you with complete oversight of your corporate narratives and eliminating fragmented tools.
With a single login, you can:
Ready to turn IR data into strategic action? Learn more about our IR services today.
We are Notified, and your story goes here. As the only technology partner dedicated to both investor relations and public relations professionals, we help you control and amplify your corporate narrative. Our fully integrated PR and IR platforms streamline every step—whether it's reaching the right media, press release distribution, and measurement or designing new IR websites, managing investor days, earnings releases, and regulatory filings. Connecting both worlds, GlobeNewswire is one of the world's largest and most trusted newswire distribution networks, serving leading organizations for over 30 years. Together, we empower communicators to inform a better world.
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