Interaction Partners

Offering

Our offering for listed corporates

Digital investor engagement

| Software & data – available on modular basis

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Events

Plan, organize & log your own events

Delivery model: SaaS, annual subscription

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Investors

Investor database, CRM and reporting

Delivery model: SaaS, annual subscription

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News

Distribute your news

Delivery model: SaaS, annual subscription

IR Services

| Optional additional services

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Webcasts

Webcasts for earning calls and company updates organized via schedulR

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

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Investors

more details

News

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

Digital investor engagement

IRM Module

CRM basics & IR specific workflows 01

Efficient data maintenance

Investor profiles updated by us, schedulR events automatically logged

Smart workflows

Pre-screened interaction requests with profiles attached? Investors by location? We got that, and more

IR Reporting

Download and slice & dice your investor interactions according to your needs

Fully mobile

Add & review from anywhere, at any time, on all devices

Up-to-date
investor profiles

Full integration
with Events
Module

Searchable
interaction logs

Add meeting
notes

Interaction
requests
workflow

Events Module

02 Organize your own events

Investor selection & marketing

Use your mailing lists or filter your IRM for invites, advertise your event via SIX calendar & corporate calendar on your homepage

Efficient booking process

1-click-booking link for webcasts & investor day. First-come, first served approach for roadshows with staggered invites

For virtual or live events

Workflows for virtual and live events (fully mobile, google maps integration) or hybrid events

Integrated feedback tool

Define your own questions or use ours, automatic report generation

Fully integrated with your IRM

No need to input data twice. Schedule and profiles will include IRM data, including past interactions and notes

News module

Your benefits 03

Emails & Campaigns

Distribute/publish your own events & news (ad-hoc and others) to your own distribution lists.

Sign-up forms

Have sign-up forms (GDPR compliant) on your homepage feeding your distribution lists

IRM integration

View list memberships and readership data on IRM profiles

Home page integration (newsroom)

Automatically display news you distributed on your homepage

Additional Channels

Automatically distribute news to optional, additional distribution channels

Third-party integrations

04 Enhance your offering

Digital investor engagement

| Integration of our workflows and data in third party offerings

Events Module

IRM Module

News Module

Delivery model: Bespoke projects, covering one or several modules, APIs and customized dashboard

Take advantage of our specialized expertise

Integrate our investor engagement workflows into your offering to enhance or broaden it. Projects might involve customized development for APIs, dashboards etc.

For exchanges

E.g. offer interactive event calendar & pre-screened investor requests, organization of events, GDPR compliant collection of investor data, combine with existing or new value-adding services

IR firms

E.g. organize & market events for your clients, distribute news, deliver additional services via schedulR (targeting, investor outreach strategy, IR reporting)

Digital investor engagement

Integration of our workflows and data in third party offerings

Exchange, IR Advisory firm

Webcasts

For earning calls, company updates 05

State of the art technology

Customized landing page, speaker bios, presenter chat, Q&A functionality, moderation (optional), replay, transcripts

1-click registration

Send invites to your distributions lists that will allow most users to sign up with 1-click

Leverage SIX & Corporate Calendar

Advertise & collect registrations via your corporate & SIX calendar, while retaining full access control

Only verified 'real participants'

Confirmations are only sent to verified and validated users

Fully integrated with IRM

Investor participation and related data will be automatically logged in your IRM, be available on schedulR

Advisory

06 Complementing schedulR

Specialist expertise

Focus on investor engagement (planning, execution, reporting)

Flexibility

Use our expertise for specific projects on an "as needed" basis

From strategy...

We help you define your outreach strategy based on your specific situation

...to execution

We define and implement specific measures work (direct outreach, leveraging our own data)

Lasting impact

We implement solutions that work for you on schedulR, so your company benefits beyond our involvement

Use cases

Some problems we tackle

I am struggling to keep my investor database up to date

We maintain high-level investor data (contact info, sector interests) in a GDPR-compliant manner. Your meeting history, notes, and tags remain strictly confidential.

I want to directly reach out to my VIP investors (and multipliers)

If brokers organize events for you, that’s great—but you may want to virtually engage your VIP investors and multipliers (e.g., analysts) directly. Our Events module provides smart workflows for that, and all interactions are automatically logged in the IR CRM.

I want reliable, compliant and broad distribution of my news with simple workflows

The News module allows for reliable distribution through our Swiss-hosted, easy-to-use platform built for SIX listed companies. The basic service covers SIX (consolidated newsfeed) and your distribution lists. If needed, you can add AWP (Bloomberg, Refinitiv, etc.), North American distribution (including Yahoo Finance) or a newsroom (automatic display of news on your homepage). We also handle sign-up forms, unsubscribes, and provide transparency on email delivery.

I want to send branded invites for investor days or webcasts with minimal hassle—for both investors and myself

Send fully customized invites in your Corporate Design to your distribution lists. Investors can book with 1-click, get automatic confirmations, and all interactions are logged in the IRM.

I want easy-to-use webcasts, with smooth sign-ups and verified participants, optional moderation, replay, transcripts. Data should be automatically logged in IRM

Our webcast solution, combined with 1-click-booking and investor-requests allows for smooth sign-ups, but also ensure that participants are verified and that you remain in full control over attendance. We provide optional moderation, replays, and transcripts. Participant data is automatically logged in the IRM.

I want to know how I use my IR resources

Our standardized IR reporting shows you time spent, interactions, alignment with priorities, interaction types, regions, companies, and investors. Prefer custom reports? Export your data and slice it however you need...

I want ‘automated’ roadshow or event documents, fully mobile

When setting up an event in schedulR (or logging a broker organized event), you’ll have a fully mobile schedule (Google Maps integration, virtual meeting links), investor profiles (with meeting history, click-to-call/email functions), and the ability to add notes on the go. All documents are available as PDFs as well.

I do not want to log third-party events on my own. Can you help with that?

Yes. Many IR departments operate with limited staff, and logging third-party events is time-consuming. We offer a solution for this. Simply open a ticket in our service center, provide the event schedule, and we'll handle the rest. This service is included as part of our Investors module.

I am getting more direct requests from partially unknown investors. I struggle to keep tabs

Our investor request workflow pre-screens incoming requests and provides a detailed investor profile. If the request is event-specific, send invites for slot selection or confirmations for single slots. All interactions are logged in your IRM, including who managed the request internally.

I want my meetings and mailings on the same platform, mailing data included in IRM

Mailings (News) and the IRM (Investors) run on the same platform. This allows to see in the IRM if an investor is on any of your mailing lists, and which news distributions he has received and engaged with.

I want to get direct feedback from investors after events

Our Events module includes a flexible survey and feedback tool, perfect for post-roadshow or investor day feedback. Use standard questions or customize your own to evaluate if your message has reached its audience.

This all sounds really good, but I might still need help to properly use all these powerful functionalities. At least initially

We've got you covered. New clients receive comprehensive, on-the-job onboarding, with ongoing technical support. Webcasts often include ancillary services, and additional support can be arranged for one-time events or long-term needs, delivered by us or our partners.