Investor Relations Case Study

An IR Team Tracks the Competitive Landscape in Emerging Markets

Members of Investor Relations (IR) teams need a strong mix of finance, marketing and communication skills given the broad range of responsibilities they have today. Naturally, they need to oversee a reliable and transparent sharing of information with management, the board, investors and other stakeholders about the company’s financial performance and how it is faring relative to competitors. Given the ever-expanding list of concerns that are gaining attention, however, they also need to share their company’s position on issues such as climate change, gender diversity and pay equity and understand the stance that similar companies are taking in these areas.

The IR team at this commercial bank in an emerging market needed to stay up to date on regional developments understand how the bank and its peers were viewed by the financial analyst community and uncover important competitive insights. Members of the team were spending many hours manually collecting information to address these issues and needed to find a new, automated approach in order to be effective.