IR Room Inbound Investor Targeting

IR Room Inbound Investor Targeting

Bringing content marketing tools to your IR Room and your investor relations outreach

ROI from your IR website activity

Challenge: • IR website traffic is just a raw metric

– Metrics do not help IR engage with investors

– Metrics do not help IR move targeted investor towards a position

IR Room now delivers actionable ROI-centric reporting: • Inbound Investor Targeting data identifies institutions, banks, funds and

major media– Facilitates follow-up meetings

– Validates communication outreach to help further substantiates IR efforts

ROI from your IR website activity

Sixteen key fields ~ don’t squint, just click to next slide : )

ROI from your IR website activity

• Company name• Website• Address (complete)• Org watch

– Market cap $$$

• Phone• Industry

– Great for sorting

• Search engine / referring site– How did a visitor come to your IR

Room

• Search phrase / referring page– Records both search keywords and

referring site subdirectory

• Landing page– Including specific press release

• Return visit– Have they visited before?

• Date and time– Most recent visit

• Number of Pages– Viewed total per day per visitor

Targeted IR efforts with Institutions

Have you recently held a meeting with Goldman Sachs? They’ve been busy researching on your site

Is your outbound investor targeting program working?• Does BlackRock have a

position in your company?

• Have you recently reached out to Vista Equity Partners?

• Should you?• Who else do they hold?• Does this align with

your surveillance firm’s reporting

What news drives investors?

• You will see which visitors read which press release

Involved in M&A?

• Legal organizations reviewing your IR Room?

• For how long?• What peers and

competitors are visiting your IR Room?

Call sales and marketing!

• Are there clients and prospects reviewing your IR Room?

• Have sales and marketing had meetings with these visitors?

• Share this data with PR team as well for identified media

Turn IR traffic into actionable IR targeting

• No more measuring “hits” and “visits”• You’ll know WHAT firms and companies read WHICH topics

– Did they spend a lot of time on your board pages? Is it proxy season?

• You will be able to add a REAL result to many of your IR efforts– Results from targeting email and communications

– Follow-up from CEO roadshows: are the firms you visited doing their due diligence?

– What topics are meaningful to who AFTER your earnings call

• Identify new prospects to call– “Hey, I’ve never considered THAT institution before.”

How this works

• Each of your IR Room pages has a special code• No personal data is recorded EVER – no privacy issues EVER

– No cookie is “dropped”

• Only visitors that come from registered business domains will be tracked– No “noise” to sift through

FAQs• How often will I receive a report?

– You will receive two reports every Monday morning

• Spread sheet as shown in this PPT

• HTML version that expands on the spread sheet

• In the example, Goldman Sachs viewed 38 pages. Can I see which pages? – Yes, that will be in the expanded HTML email

• Can I get and on-demand daily reports – like after an earnings call?– Yes, but that is an additional upgrade purchase.

– You will have your own portal that you can use to generate custom reports 24/7 in real-time

– You can create “visitor alerts” emails

FAQs• Can I share my weekly reports with senior executives and sales & marketing

– Yes, you should… sales will especially like the data

• Can I implement tracking on our corporate site for sales & marketing?– Yes, per the upgrade purchase

• Is this new technology?– It is new for investor relations

• Why is PR Newswire offering this?– Your IR Room is a key tool for your shareholder communications, but we felt it can work

harder for you using your EXISTING content

– Beyond being a “transparency face” to investors – your IR Room can deliver actionable insight and feedback from your investor relations efforts

To repeat: ROI from your IR website activity

Challenge: • IR website traffic is just a raw metric

– Metrics do not help IR engage with investors

– Metrics do not help IR move targeted investor towards a position

IR Room now delivers actionable ROI-centric reporting: • Inbound Investor Targeting data identifies institutions, banks, funds and

major media– Facilitates follow-up meetings

– Validates communication outreach to help further substantiates IR efforts

THANK YOU

• We look forward to speaking with you

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