Investor CRM Systems
Marketing Databases
Specialist Financial Research
IR Website Translation
Investor CRM Systems
Keeping in regular contact with buy- and sell-side investors and maintaining a record of this contact should be a priority for all Investor Relations teams. The development and maintenance of a single, accurate and comprehensive investor database is an essential part of any IR programme. RD:IR offers a hosted Customer Relationship Management (“CRM”) system to its corporate clients who wish to keep a record of their meetings with investors and other IR-related contacts.
The RD:IR CRM is a user-friendly contact management system which allows IR professionals to maintain a record of who they met, where the meeting took place and what happened at the meeting. The contact database is initially populated by a round on in-depth research, with additional contacts being easily entered by the client.
Top Marketing Databases
Our specialist knowledge and experience of the UK financial services market allows us to provide fund management houses, closed-end funds, hedge funds, private equity houses and similar entities with detailed, customised and focused marketing databases according to their exact requirements.
Using our existing extensive databases of investors and in-house dedicated research processes, we can provide integrated database solutions that include all types of buy- and sell-side investors including:
Institutional money managers
Closed- & open-end fund managers
Private banks
Private client stockbrokers & fund managers
IFA networks
Solicitor & accountant fund managers
Charities & endowment funds
Self-managed pension schemes
Sell-side analysts
Specialist Financial Research
The RD:IR Financial Market Research team has extensive experience of quantitative and qualitative research projects across a wide range of sectors and disciplines in the global capital markets.
We are involved in research with the common theme of the sourcing of information and data from persons and agencies involved in capital markets across all global markets. Our respondents range across all levels of position in our target organisations but much of our research involves sourcing sentiment from investment professionals at a very high level (CIO or Head of Global Equities, for example).
Research is normally carried out by telephone but we carry out face-to-face interviews where appropriate.
We are experts in carrying out research in overseas markets including those where English is not the lingua franca of the market. In the latter case, we believe strongly in using native foreign language speakers only as researchers. Our foreign language research team members are either professional financial research specialists or have relevant business / investment management qualifications.
Our research work seeks to turn the in-depth information we source from interviewees into intelligence and suggestions for further action by the client.
Our reporting is therefore in-depth and discursive, pro-active and strategic, with the aim of adding value to the research findings through coherent and thoughtful analysis.
Our clients include:
Public companies (UK & international)
Private companies
Accountancy firms
Hedge funds
Investment trust management houses
Investment banks
Stockbrokers (corporate & private client)
Fund managers
Financial public relation consultancies
Investor relations consultancies
Charities
Registrars
Pension fund consultancies
Asset allocation consultancies
IR Website Translation
Most public companies fail to maximise the potential of their Investor Relations website by not including major investor audiences that may not be English speaking or reading. In a global market, companies need to reach out to the widest possible investor base and translation of the IR section of the corporate website, in whole or in part, is an easy and immediate way to increase the company's presence in non-English speaking markets.
Whilst many companies will not wish to translate the entire IR content of their site, there are some smaller-scale actions that can easily add value to your site:
Translation of the company profile & company strategy.
Translation of relevant press releases.
Statement of key financial data in relevant languages.
Translation of company fact sheets.
A multi-language glossary of financial terms to help non-English investors understand the financial statements.
RD:IR offers website translation through its business partner, Stechan Lingua, an established provider of specialist financial translation services to the UK corporate market.
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