How Investor Relations Aggregates Help You Stay Ahead of the Curve

Behavioral finance theory reveals investors aren’t as rational as they believe themselves to be, making it hard to anticipate their movements. But they usually have a tell. Their online activity often tips their hat. As long as you know what they’re engaging with and when, you have a better chance of anticipating their needs.

The only problem is that through digital acceleration of the capital markets landscape, there’s never been more online activity to collect and analyze. It’s easy to overlook or miss something important in the deluge.

That’s where aggregates come in. This specialized IR software helps you collect IR intelligence from all your digital channels before analyzing and delivering key trends already highlighted. 

What is Data Aggregation? 

You probably already have had some experience with an aggregate, even if it isn’t through your IR strategy. Data aggregation is one of the biggest trends in the tech world that affects nearly every industry today.

If you’ve booked a flight recently, there’s a good chance you relied on a travel aggregate like Expedia or Kayak. These services gather all the available flights that fit your travel dates without you having to visit individual airlines to check prices or reserve seats. 

In the same spirit of these travel aggregates, investor relations aggregation software collects data and delivers it in an easy-to-read format on a single dashboard. IR consulting experts at Q4 are some of the emerging players in investor relations aggregates. 

Rather than collecting flight information from different airlines, the Q4 Capital Connect tool collects IR intelligence from different IR tools and touchpoints. It relies on engagement analytics to compare IR site traffic to your CRM IR desktop tool insights and capital markets virtual events attendance. You can map these insights to your market performance, capitalization, and peers. 

Using an all-in-one suite to aggregate this IR intelligence makes it easier to track online investor activity so that you can extrapolate market sentiment and future investor behavior.

What Are the Perks of Aggregating Engagement Metrics?

Data aggregation in the form of engagement analytics can be helpful in many ways. Here are just some of them below.

It Crunches More Data Faster Than Any Human 

The best aggregates rely on powerful, purpose-built Artificial Intelligence that can collect, clean, and analyze actionable leading indicators faster than anyone in your office. In the time it takes you to blink, this technology can process thousands of data points from across disparate data systems and visualize everything for ease of use. 

Leaving no stone unturned can help you feel confident you aren’t overlooking something critical.

It Frees You Up to Act

Once you review pertinent engagement metrics to identify patterns, trends, and concerns in your shareholder base’s online activity, you can accelerate outreach. 

Whether it’s touching base with an existing shareholder or targeting a new investor, you can issue proactive and personalized communication at the perfect time. You can even track investors with activist history to get ahead of their campaigns before they disclose their position with the SEC.

The Takeaway:

Giving AI aggregates the dirty work of processing data frees up your team to focus on more high-touch elements of investor relations. Consider this if you’re overwhelmed by IR intelligence. Engagement analytics can help.