NIRI Boston's April 2014 Shark Tank: IR Services Showdown Event. Slide deck includes all service provider slides from Broadridge, Computershare, Investis, NASDAQ, Q4 Websystems, SNL Financial, and theIRapp.
2. NASDAQ’S DEDICATION TO PUBLIC COMPANY NEEDS
▶ We released hundreds of product
enhancements in 2013 alone.
▶ We leverage our client base of 10,000
corporations to provide input to build best-in-
breed platforms
▶ Committed to differentiating our solutions
through design by leveraging use cases,
personas, and task models.
▶ With over 20 years of experience, you can
be confident that you are working with the
industry's trusted provider
▶ A single platform to meet the needs of
business professionals and help them
manage and master the two-way flow of
information
▶ A space where mission critical information
and key individuals can interact within a
corporate ecosystem
▶ Enable individuals to share, create,
distribute, target and analyze across the
enterprise that is impossible today due to
existing siloes
▶ Invested over $350m with the strategic
acquisition of the Corporate Services
business of Thomson Reuters
▶ Over 2,000 people in 60 countries
dedicated to supporting company needs.
▶ We are investing millions to develop our
next generation (NextGen) platform from
the ground up. NextGen will be built the
way you work – not simply repurpose an
existing platform.
NEXT GENERATIONPRODUCT INNOVATIONSTRATEGIC INVESTMENTS
With hundreds of front-line professionals dedicated to supporting our solutions, companies can leverage our vast knowledge and experience. We
not only support our products, we use our products.
2
OVER
10,000
CLIENTS
WORLDWIDE
100%
OF NASDAQ-100
COMPANIES
USE GLOBAL
CORPORATE
SOLUTIONS
96%
OF S&P 500
COMPANIES
USE GLOBAL
CORPORATE
SOLUTIONS
90%
OF FORTUNE 500
COMPANIES USE
GLOBAL
CORPORATE
SOLUTIONS
TRUSTED
BY MARKET
LEADERS
3. NASDAQ’S INVESTOR RELATIONS SOLUTIONS
We help organizations manage and master the two-way flow of information with their audiences through our unmatched suite of advanced technology, analytics and
consultative services. With NASDAQ OMX, you can rely on a single global provider to address your range of needs – content, analytics, communications and
consultative services.
3
THOMSON ONE
INVESTOR
RELATIONS
ADVISORY
SERVICES
IR
COMMUNICATIONS
5. Investis
April 2014
The Leading Software-as-a-Service for
Corporate Communications and IR
Professionals
1,700 Clients
350 People
3 Continents
1 Goal
7. Most IR websites today live in analogue
but the world has moved on
7
8. Time to start telling your story on the
desktop, tablet and phone
8
9. Our platform includes
everything – no hidden
extras. No big up-front
investment in servers or
licenses, no lengthy
software setup or
configuration, our platform
is ready to go.
You need an IR Platform that Drives Web,
Apps, Social and Email
11. One More Thing…
11
Intelligence (coming in June)
Use your IR website to:
• Improve investor targeting
• Watch out for activist investors
• Track the sell-side
• Much more…
16. Buy-Side and Sell-Side Rely on Mobile Devices for Work
0 10 20 30 40 50
None
More than one
200Institutional Investors
Surveyed
For purposes of your work, which device type do you find more
conducive to obtaining information?
47% 17% 7%8%
combination of
devices
21%
How many total devices do you
own/use?
1
2
3+
0 10 20 30 40 50
If your employer provides you with a Blackberry, do
you also own an Apple or Android mobile device?
Both
14%
Apple
70%
Android
16%
84% own Apple
What type of
mobile device
does your
employer provide
you?
83% rely on mobile when it
comes to work
23. 3 Screens for Non-Q4 Clients
3 Screens is now available to all
companies
Runs on top of any existing IR website
No content maintenance required
Easily upgradable to native app and full
IR website
Delivered in 3 business days
Available April 15, 2014
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39. 3 Screens for Non-Q4 Clients
PRICING
Setup: $1,250
Annual: $3,996
Available Now
SHARK TANK PROMOTION
$0 setup
$1000 discount first year
Proof of attendance required. Valid until
May 16, 2014.
40. MORE DETAIL ON PRODUCT
www.q4websystems.com
THOUGHT LEADERSHIP
www.q4blog.com
CONTACT
sales@q4websystems.com
1-877-426-7829 ext 225
42. INSTANT PRODUCTIVITY
42
› Customers rave about our intuitive user interface!
› Fast export to live PowerPoint and Microsoft Office suite
› Manage your outreach and workflow, collaborate with your team
43. POWERFUL REPORTING
43
› It’s about insight, not just data
› Intuitive and visually interactive reporting
› Explore global investor trends over time,
geography, industry and more
44. CORPORATE GOVERNANCE
44
› See the bigger picture: Investor Relations + Corporate Governance
› Institutional ownership analysis is only part of the story – how has the targeted
institution voted on key proposals?
› Understand how investors are voting with proprietary Georgeson data and research
› Is the institution likely to vote with management?
› Get the behind-the-scenes view on why institutions vote the way they do with
Georgeson’s Governance Research Notes
- We speak with institutions hundreds of time during proxy season, and learn golden
nuggets of information that we pass on to our clients in our Georgeson inVU
45. This document is confidential and is
intended solely for the use and information
of the SNL Financial and the individual, group,
or corporation to whom it is addressed.
NIRI Boston SharkTank: SNL Financial
April 16, 2014
James Christman – Corporate Sales
46. Is your investor relations message a
commodity?
Confidential – Not for Redistribution 46
47. Confidential – Not for Redistribution 47
Client Service & Support
SNL’s client service & IR support team delivers exceptional
service:
Dedicated go-live analyst to get the site completely ready
for launch – usually between 4-6 weeks from contract to
launch
Dedicated account manager and 24/7 support team
Complimentary site audits to ensure clients are utilizing all
of the features available to them
Demos of new enhancements
Design consultations to keep up with new
technology – free redesigns
Site traffic analysis to ensure optimal layout
and navigation
Proactive outreach
Periodic webinars and training sessions to keep clients up
to date with industry best practices
48. SNL Product Differentiators
Confidential – Not for Redistribution 48
Custom pages and financials
KPIs – working directly with clients to showcase
these in a meaningful way
Non-GAAP financials
Source tagging
Transparency
Design flexibility
Easily customizable – support team provides
consulting to implement KPIs, earnings specific
content
Mobile sites are standard – increasingly higher %
of traffic coming from mobile devices each quarter
Fully responsive web design coming in 2014
Content Management System
Easy to use
Training by support team anytime they ask (not
limited to specific sessions offered only once a
week)
49. This document is confidential and is
intended solely for the use and information
of the SNL Financial and the individual, group,
or corporation to whom it is addressed.
NIRI Boston SharkTank: SNL Financial
April 16, 2014
James Christman – Corporate Sales
Notas do Editor
Next slide should just be PACKED with brand names.
Next slide should just be PACKED with brand names.
Next slide should just be PACKED with brand names.