AI Workflows in Action: Investor Relations CRM

Investor Relations teams are being asked to do more with less time: monitor ownership changes, prepare executives for investor conversations, explain shareholder movements, and surface the right targets before opportunities pass. AI can help, but only if it is grounded in trusted ownership, surveillance, CRM, and market intelligence data rather than disconnected prompts or generic summaries. This session will show what practical AI looks like when it is connected directly to the data and workflows IR teams already rely on.

Join us for this dedicated session of the AI Workflows in Action webinar series to discover how corporate Investor Relations officers (IROs), CFOs, and finance executives can combine enterprise AI with S&P Global's Model Context Protocol (MCP) connections to automate complex IR workflows, accelerate proactive investor targeting, and elevate executive reporting.

In this practical live demo, we’ll introduce Capital Access MCP, show how it securely connects real-time S&P Global ownership, surveillance, and CRM data to enterprise AI tools such as Microsoft Copilot and Claude, and demonstrate how natural language prompts can generate timely, high-conviction IR deliverables. We’ll also show how MCP brings together multiple S&P Global data sources, including CapIQ and ProntoNLP, to support a full set of IR workflows within a single chat experience.

Through live demonstrations, we’ll showcase end-to-end Investor Relations workflows, including:

• Event (Conference & NDR) Prep, Planning, Execution, and Review
• Customizable Investor Profiles
• Quarterly Board and Executive Reporting
• IR Goal Setting and Tracking
• Earnings Call Preparation and Analysis

Whether your team is exploring agentic AI or evaluating practical ways to integrate S&P Global data directly into your corporate workflow, discover how the Capital Access MCP transforms trusted market intelligence into analyst-ready, boardroom-quality results.

Speakers

Jason Lee (Moderator)

Head of Issuer Solutions Sales, North America
S&P Global Market Intelligence

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Jonathan Hansen-Granger

Associate Director, Issuer Solutions Product
S&P Global Market Intelligence

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