Offering
Our offering for listed corporates
Digital investor engagement
| Software & data – available on modular basis
more details
IRM Module
Investor Relations
CRM Log & analyse your interactions
CRM Log & analyse your interactions
Delivery model: SaaS, annual subscription
IR Services
| Optional additional services for software clients
more details
Investor access events
Single Investor Access Events (roadshows, investor days) organized via schedulR
by us or partners
Delivery model: event by event
more details
IR Advisory
Bespoke IR advisory on investor engagement
Delivery model: hourly rates / bespoke projects
Find out if schedulR is a good fit for your needs and book your demo now
Reach out to us
Our offering for exchanges, IR advisory firms – third party integrations
Digital investor engagement
| Integration of our workflows and data in third party offerings
Delivery model: Bespoke projects, covering one or several modules, APIs
and customized dashboard
If you have questions, are interested in a demo or want to look into a potential integration
project
Reach out to us
Digital investor engagement
01
IRM Module
CRM basics & IR specific workflows
01
Efficient data maintenance
Investor profiles updated by us, schedulR events automatically logged
Smart workflows
Pre-screened interaction requests with profiles attached? Investors by location? We got that, and
more
IR Reporting
Download and slice & dice your investor interactions according to your needs
Fully mobile
Add & review from anywhere, at any time, on all devices
Up-to-date
investor profiles
investor profiles
Full integration
with Events
Module
with Events
Module
Searchable
interaction logs
interaction logs
Add meeting
notes
notes
Interaction
requests
workflow
requests
workflow
02
Events Module
02
Organize your own events
Invite Email with “One click” booking link
Investor clicks on link
Investor gets confirmation
Interaction logged in IRM
Full workflow including marketing
Investor selection (priority tags from your IRM), marketing via SIX calendar/corporate calendar on
homepage, digital invites, schedules, profiles
Integrated feedback tool
Define your own questions or use ours, automatic report generation
Suitable for virtual or live events
Workflows for virtual (e.g. Zoom integration) and live events (fully mobile, google maps
integration) or hybrid events
One-click booking
Use any mailing tool with our 1-click-booking link for conference calls, investor days
Fully integrated with your IRM
No need to input data twice
Invite Email with “One click”
booking link
booking link
Investor clicks on link
Investor gets confirmation
Interaction logged in IRM
03
News module
Your benefits
03
Mailings: Distribute own news & events
Distribute/publish your own events & news (ad-hoc and others) to your own distribution lists.
Sign-up forms
Have sign-up forms (GDPR compliant) on your homepage feeding your distribution lists
IRM integration
View list memberships and readership data on IRM profiles
Home page integration (newsroom)
Automatically display news you distributed on your homepage
Optional API for broader distribution
Automatically distribute news via AWP and on SIX Exchange News feed & Company page
04
Third-party integrations
04
Enhance your offering
Digital investor engagement
| Integration of our workflows and data in third party offerings
Events Module
IRM Module
News Module
Delivery model: Bespoke projects, covering one or several modules, APIs and customized
dashboard
Take advantage of our specialized expertise
Integrate our investor engagement workflows into your offering to enhance or broaden it. Projects
might involve customized development for APIs, dashboards etc.
For exchanges
E.g. offer interactive event calendar & pre-screened investor requests, organization of events, GDPR
compliant collection of investor data, combine with existing or new value-adding services
IR firms
E.g. organize & market events for your clients, distribute news, deliver additional services via
schedulR (targeting, investor outreach strategy, IR reporting)
Digital investor engagement
Integration of our workflows and data in third party offerings
Exchange, IR Advisory firm
05
Investor Access Events
Fully organized by us or partners
05
Flexibility
If you are short on time or want to try out a new location we and our partners can fully organize events for you
Enhanced targeting
Smart filtering & human market intelligence
Manual follow ups
We manually follow-up with investors to make sure they are aware of the event
Increased convenience
We take care of logistics (transport, catering), are on the road with you, support you with feedback
collection and provide de-briefing together with feedback report
Fully integrated with your IRM
All interactions are automatically logged
06
Advisory
06
Complementing schedulR
Specialist expertise
Focus on investor engagement for schedulR software clients
Flexibility
Use our expertise for specific projects on an "as needed" basis
Leveraging existing data
We show you how the data generated by schedulR can improve your investor engagement
Processes instead of paper
We directly translate our findings into processes and implement them into schedulR, so you can work smarter
Sourcing of
sponsored research
sponsored research
Leveraging
existing schedulR
data
existing schedulR
data
Digital investor
engagement
engagement
IR controlling &
reporting
reporting
Investor outreach
strategy
strategy
Use cases
Some problems we tackle
I am struggling to keep my investor database up to date
High level investor data (contact info, sector interests) is shared, so if we
update an investor, he will be updated in your IRM as well. Your meeting history,
notes and tags however are of course strictly confidential.
I want "automated" roadshow or event documents, fully mobile
If you set up an event in schedulR (even if you are only replicating a broker schedule)
you have the fully mobile schedule (with google maps integration, url links for virtual
meetings), investor profiles (with your meeting history, clickable email or phone if you
are e.g. running late) and the possibility to directly add meeting notes. All documents
also available as PDF.
I want to send fully customizable invites in Corporate Design for e.g. investor days and on roadshows. Investors should be able to book with 1-click, interactions automatically logged in IRM
If you want to send an fully customized invite in Corporate Design to your own distribution
lists you can use the "1-click booking link" and send it via our mailing tool. Investors can
book with 1-click, get an automatic confirmation and all interactions are automatically logged
in the IRM.
I am getting more direct meeting requests from partially unknown investors. I struggle to keep tabs
With our interaction request workflow we pre-screen incoming requests and ensure they come
with a meaningful investor profile. If the request is events specific you can directly send
an invite (if the investor has to select a slot) or a confirmation (if there is only one slot.
All Logged in your IRM, including who handled the request internally.
I want to interact with my key investors more directly, especially virtually
The "Event Module" give you access to smart workflows for organizing your own events,
live or virtual. For virtual events you can integrate your existing providers like Zoom,
Microsoft Teams etc. All events are automatically logged in the IRM.
I want to market my events digitally & broadly but only enter them once
You can publish your events (including investor request links) on your own homepage, and
Partner websites (SIX) in one go. Additionally, you can use dedicated event links for social
media. You are always in full control of distribution, investor requests are pre-cleared by us,
automatically logged in IRM.
I want to make sure I reach out to all my local investors/prospects when I am e.g. in London
All investors you have interacted with or whom you have manually tagged then can
be filtered by location and the respective list can then shared with a third party
provider/broker.
I want to get direct feedback from investors after events
The Events Module includes a flexible survey/feedback tool, where you can either use
standard questions or define your own. This comes in handy after a roadshow, but is
even more relevant for an investor day, after which you might want to check if your
new messages have reached the recipients.
I want my meetings and mailings on the same platform, mailing data included in IRM
With News/Mailing module you can have an IRM (for 1:1 and 1:few interactions) and
your broader based outreach via mailings (1:many) on one platform. This also means you
will be able to view if a specific investor is on your mailing lists (and on which) and
you will have access to the respective mailing history via the IRM.