Some of our clients have kindly taken the time to write a little something about us…
Some of our clients have kindly taken the time to write a little something about us…
Willing & involved partner
We value our relationship with RD:IR, who not only help us manage our business through efficient provision of data but we regard them as a willing and involved partner with the ability to adapt their systems to our bespoke requirements.
We struggle to utilise all of the functionality available to us through RD:IR but the availability and hands-on approach taken by the RD:IR team means that we can always find solutions to the challenges thrown at us by our client Boards.
RD:IR work hard to communicate with us which engenders a strong feeling of trust – knowing that someone is there to help is a great comfort and what’s more, you probably know them by their first name!
Personal service makes them stand out
We have used RD:IR for a number of years now and in a competitive market, it’s their personal service that makes them stand out for us. We believe they provide high-quality shareholder analysis, digging into details that ultimately provide us with more clarity of our shareholder base. Our record keeping has dramatically improved by using IR:InTouch and the data we can then take from the system has become an essential part of planning and delivering our IR programme. We have also engaged RD:IR for additional services around proxy solicitation and during our Rights Issue, and their input has been excellent.
Very responsive to queries
I worked with RD:IR for a number of years at my previous company and introduced them to Mediclinic when I started in the new role. They carry out a very efficient shareholder ID service for us which is integrated with their CRM. The team is very responsive to queries I send them and help to maintain the online database of investor contacts. For Board meetings they work closely with our brokers to populate an IR Board Pack. When we’ve required additional services around AGM time they have been able to support us at short notice. I continue to be very impressed with the overall service and the quality of their systems and reports.
Easy to use
Richard and his team take time and care to ensure that RD:IR delivers the services I need. Their IR platform is easy to use, with good support.
Approachable, helpful & professional
We have long been supporters of RD:IR, in fact from their inception, and use a range of their services. We believe they provide some of the best share register analysis in the industry which gives us confidence when using the data at board level and also for investor targeting. On top of this, the team are always approachable, helpful and professional, all of which makes RD:IR a pleasure to be associated with.
Impressed with the quality of the product…
“Richard Davies Investor Relations is the industry’s leading provider of shareholder analysis. They provide an essential service to us in a timely and extremely efficient manner and I have always found the firm and its employees a pleasure to work with. Most importantly, our investment company Boards are impressed with the quality of the product and the manner in which the analysis is presented.”
High profile cross border merger…
“We used RD:IR for the first time in summer 2016, to conduct proxy solicitation work for a large-scale and high profile cross border merger. I was hugely impressed by their service, responsiveness and professionalism. The process ran smoothly and the voting outcome was close to their prediction models. So a very successful campaign. I would recommend their services.”
Great share register analysis service
RD:IR provide a great share register analysis service. We like the frequency of the reports and they are always delivered on time. The information helps us ask the right questions back to our brokers
…delighted so far
We have recently switched to using RD:IRs combined SRA and CRM services. Their analysis of our shareholder base has been extremely thorough which gives us great confidence when reporting to our Board.The multitude of reporting options available via their CRM, which includes peer holders, weighting and geographical analysis, enables us to target more effectively and efficiently. All of that, combined with a team that are prompt in coming back to us and seem to go over and above in the way of customer service, has meant that we are delighted so far
Exceptional added value
We use RD:IR for a range of services from shareholder ID to CRM to investor perception studies. We have always been delighted by their level of professionalism and the high quality of their work. Their can-do approach and their depth of knowledge result in exceptional added value.
They really understand the way IR works…
I am a serial customer – I cannot imagine running my IR function without the support of RD:IR on the share register analysis and CRM fronts. They are incredibly easy to deal with, they really understand the way IR works, including the pressures. They pitch their services at the sweet spot between responsive and proactive. Their information is clear and comprehensive.
I have recommended their services to many of my peers…
I have been a client of RD:IR for over eight years and I am impressed by their consistently high quality of outputs and professional approach. I have recommended their services to many of my peers.
Great attention to detail
RD:IR’s share register analysis and database are excellent, certainly better than many of the competitors, with great attention to detail, reporting flexibility and support.
We asked RD:IR to produce a sentiment study, which was well conducted, researched and presented. As a result of the study we made a number of improvements both internally and externally, to significantly improve our investor relations processes and activity.
This service makes my job that bit easier
I have used the share register analysis service from RDIR since Richard and his team established the company. I use the data almost on a daily basis and for regular reporting to Boards, I doubt I’d be providing the quality of insight to the Boards without it. In short, this service makes my job that bit easier.
No hesitation in recommending RD:IR’s targeting services
RD:IR ran a comprehensive North American investor targeting exercise for DMGT. Using RD:IR’s in-house database of global investors, RD:IR compiled a shortlist of long term North American institutions that managed portfolios with mandates that would permit them to invest in DMGT. Having gained sufficient background knowledge of DMGT’s business, RD:IR approached the specific portfolio managers and buy-side analysts and tracked their level of interest in meeting with management. The result was an extensive list of potential investors in the USA and Canada. We have run three investor roadshows to cities in the US and Canada since the RD:IR targeting exercise and have been pleased with the quality of the meetings, the productive use of management time and the positive response from investors who appreciated the direct approach. We would have no hesitation in recommending RD:IR’s targeting services for reaching new investors.
Accurate, punctual & comprehensive
RD:IR have provided shareholder analysis services to us for many years. We have always found the service accurate, punctual and comprehensive. Their individuals are very knowledgeable and are always happy to answer any questions we have. IR InTouch has been useful in enhancing our understanding of potential new shareholders as well as our underlying existing shareholder base. This tool is backed up by a professional and friendly in-house support team.
We find RD:IR an excellent business partner
VPS (the settlement arm of Oslo Bors) has worked with RD:IR since 2009 in delivering shareholder analysis to VPS-registered issuers. We find RD:IR an excellent business partner and the service they deliver to our mutual clients is of the highest quality, in both data intelligence and customer service.
Their team of skilled analysts are diligent, responsive and reliable, and seek every opportunity to exceed the expectations of our mutual clients. The result is a service that is repeatedly being used by all sizes of Norwegian equity issuers both on an ad hoc basis, before and after a corporate event, as well as on a common basis in terms of monthly, quarterly, ½ year or annual analysis. Clients also appreciate the opportunity to call the analyst directly to discuss findings and their willingness to investigate specific accounts/holdings in depth. Based on our experience of the delivered data intelligence and customer service throughout the years, we would highly recommend RD:IR as a partner to anyone.
Excellent far reaching investor targeting service
“RDIR has been working with AdEPT Telecom plc for around 2 years and we have been delighted with what has been achieved during this time. As a small AIM listed business it is a challenge to reach out to get the investment case across to institutions and fund managers, however the RDIR team is highly professional and has provided an excellent far reaching investor targeting service across Europe to meet our individual requirements. They are dedicated to matching investor and company based on pre-determined criteria with a focussed approach. We wouldn’t hesitate in recommending the RDIR team to any prospective company.”
The customer service is just superb
“We are RD:IR customers for both CRM and shareholder ID. We find the system very user-friendly and intuitive. It has all the necessary functions and is not overburdened with unnecessary features.
The customer service is just superb. We get prompt and comprehensive responses to all our queries. The staff are very friendly, helpful and proactive. They constantly come up with suggestions on how to improve our experience. Overall, we are very happy with RD:IR and it is our pleasure to recommend it.”
perception study provided very valuable feedback
“Our work with RD:IR aimed to get an insight about the perception of our Investor Relations (IR) services among the investors/analysts. This study is one of the most important tools that can be utilized by IR departments to improve the services offered. With their experience in this type of studies, RD:IR helped us in shaping our questionnaire in a best way and determining the most appropriate sample to interview. As a result, the study provided very valuable feedback to us and we already implemented some of the demanded changes in our practices. We appreciated the presentation of the results as well. The report was well written, to the point and also includes valuable details for us. “