Business Situation
- An American stock exchange was seeking a service to enhance its investor relations (IR) platform to assist clients in creating Excel models, profiles, and itineraries using the add-in tools.
- The exchange wanted a significant reduction in the turnaround time (TAT) and sought a flexible team to meet the various needs of the IR platform users.
SGA Approach
- Gathered Information: Identified all tasks involved in the IR platform and understood the specific requirements of analysts. Collected data on issuer roadshows, events, contacts, and investor ownership content.
- Generated Possible Solutions: Developed a flexible engagement model and resource allocation strategies. Implemented a task management system capable of adapting to changing priorities.
- Evaluation and Implementation: Compared different engagement models and assessed resource allocation strategies. Evaluated task management systems for adaptability and user-friendliness.
- Established a flexible engagement model with clear roles and allocated resources based on expertise, guided by decision intelligence insights.
- Integrated a task management system that tracks progress and adapts to priorities.
Key Takeways
- Enhanced Efficiency and Productivity: Manual labor hours decreased by 40%, corresponding to a 25% increase in overall productivity. Improved workflow management and optimized conversion reduced the turnaround time.
- Innovation and Insight: Implementing 4 advanced automation tools helped generate 15 monthly insightful reports.
- Effective Collaboration: Continuous follow-ups with managers ensured a 95% task review rate with an average team alignment score of 4.5 out of 5.
- Providing domain expertise enhanced investor relations workflows.
Related Tags
AI - Artificial Intelligence
BFSI
Data
Exchanges
Research Services
Tech
About SG Analytics
SG Analytics is a leading global data solutions firm providing data-centric research and contextual analytics services to its clients, including Fortune 500 companies, across the Financial Services, Technology, Media & Entertainment, and Healthcare sectors. Established in 2007 and a Great Place to Work certified company, SGA has over 1600 employees and has a presence across the US, the UK, Switzerland, Poland, and India.
Besides being recognized by analyst firms such as Gartner, Everest Group, and ISG, SGA has been part of the elite Deloitte Technology Fast 50 India 2024 and APAC (Asia Pacific) 2025 High Growth Companies by the Financial Times & Statista.
