Best in class IR website and CRM product
Use Cases and Deployment Scope
We use Q4 Desktop to run our investor relations website as well as their CRM product for investor relations intelligence. The investor relations website process started by choosing a template and deciding which areas we wanted to unlock. We kept it fairly simple by going with mostly auto populating information about the stock price and filings.
Pros
- easy to use
- comprehensive database access
- good looking ux/ui
Cons
- speed of platform
- lacking mobile app
- pricing structure is fragmented
Most Important Features
- website maintenance
- news feed from SEC website
- connected to press release service
Return on Investment
- reduced engineering time for website maintenance (2 hours per release)
- reduced collaboration time with marketing team
- automatic press release postings
Other Software Used
BD Corporate, FactSet