Offering

Our offering for listed corporates

Digital investor engagement

| Software & data – available on modular basis
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Events Module
Organize your own events
Delivery model: SaaS, annual subscription
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IRM Module
Investor Relations
CRM Log & analyse your interactions
Delivery model: SaaS, annual subscription
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News Module
Distribute your company news
Delivery model: SaaS, annual subscription

IR Services

| Optional additional services for software clients
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Investor access events
Single Investor Access Events (roadshows, investor days) organized via schedulR by us or partners
Delivery model: event by event
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IR Advisory
Bespoke IR advisory on investor engagement
Delivery model: hourly rates / bespoke projects
Find out if schedulR is a good fit for your needs and book your demo now Reach out to us

Our offering for exchanges, IR advisory firms – third party integrations

Digital investor engagement

| Integration of our workflows and data in third party offerings
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Events Module
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IRM Module
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News Module
Delivery model: Bespoke projects, covering one or several modules, APIs and customized dashboard
If you have questions, are interested in a demo or want to look into a potential integration project Reach out to us
Use cases

Some problems we tackle

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I am struggling to keep my investor database up to date

High level investor data (contact info, sector interests) is shared, so if we update an investor, he will be updated in your IRM as well. Your meeting history, notes and tags however are of course strictly confidential.
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I want "automated" roadshow or event documents, fully mobile

If you set up an event in schedulR (even if you are only replicating a broker schedule) you have the fully mobile schedule (with google maps integration, url links for virtual meetings), investor profiles (with your meeting history, clickable email or phone if you are e.g. running late) and the possibility to directly add meeting notes. All documents also available as PDF.
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I want to send fully customizable invites in Corporate Design for e.g. investor days and on roadshows. Investors should be able to book with 1-click, interactions automatically logged in IRM

If you want to send an fully customized invite in Corporate Design to your own distribution lists you can use the "1-click booking link" and send it via our mailing tool. Investors can book with 1-click, get an automatic confirmation and all interactions are automatically logged in the IRM.
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I am getting more direct meeting requests from partially unknown investors. I struggle to keep tabs

With our interaction request workflow we pre-screen incoming requests and ensure they come with a meaningful investor profile. If the request is events specific you can directly send an invite (if the investor has to select a slot) or a confirmation (if there is only one slot. All Logged in your IRM, including who handled the request internally.
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I want to interact with my key investors more directly, especially virtually

The "Event Module" give you access to smart workflows for organizing your own events, live or virtual. For virtual events you can integrate your existing providers like Zoom, Microsoft Teams etc. All events are automatically logged in the IRM.
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I want to market my events digitally & broadly but only enter them once

You can publish your events (including investor request links) on your own homepage, and Partner websites (SIX) in one go. Additionally, you can use dedicated event links for social media. You are always in full control of distribution, investor requests are pre-cleared by us, automatically logged in IRM.
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I want to make sure I reach out to all my local investors/prospects when I am e.g. in London

All investors you have interacted with or whom you have manually tagged then can be filtered by location and the respective list can then shared with a third party provider/broker.
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I want to get direct feedback from investors after events

The Events Module includes a flexible survey/feedback tool, where you can either use standard questions or define your own. This comes in handy after a roadshow, but is even more relevant for an investor day, after which you might want to check if your new messages have reached the recipients.
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I want my meetings and mailings on the same platform, mailing data included in IRM

With News/Mailing module you can have an IRM (for 1:1 and 1:few interactions) and your broader based outreach via mailings (1:many) on one platform. This also means you will be able to view if a specific investor is on your mailing lists (and on which) and you will have access to the respective mailing history via the IRM.
Contact us
mail logo
Interaction Partners AG
Phone: +41 44 585 35 20
Email: info@interactionpartners.ch
Zug
An der Lorze 21, 6300 Zug, Switzerland
Registered in Zug
Commercial register:
CHE-138.326.522
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