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Guide for Investor Relations Teams

Eliminate Blindspots with an Alert-Driven Research Workflow

IR Guide Cover - Eliminate Blindspots Alert-Driven Research Workflow

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Drive better IR strategy with faster insights

Investor Relations professionals are drowning in data, with the peers and analysts they track producing hundreds of pieces of data, documents, and news every week that could inform a change in strategy or response to ad hoc management and investor requests. 

Read our guide to learn how investor relations teams use Sentieo to stay ahead of peers and analysts during earnings season



Fast, Relevant Competitive Document Search and Sentiment Analysis

Save hundreds of hours researching peer and analyst activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and corporate roles
  • Smart Summary™ transcript and sentiment analysis to quickly identify role-based commentary and sentiment shifts
  • Table Explorer to easily extract and visualize data directly from filings with a few clicks using—no need to copy/paste thousands of data points

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Access to Public Company Documents and Data in One Research Platform

Deliver more completeIR strategy

Make confident decisions to support your strategy and outcomes with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into the investor relations analysis workflow, including Broker Research
  • Research notes and an integrated Notebook to track, share, and collaborate on insights and messaging recommendations

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