The Future of Itinerary Documents
After launching WeConvene, one of the first big features we developed was our event Itinerary functionality, providing event organizers with the ability to manage every aspect of their events on WeConvene.
It is over 2 years since we built this functionality but we still remember at the time being struck by how much effort Corporate Access and Investor Relations teams dedicated to formatting and updating the Itinerary documents that they would send round to event participants. It was (and for many team still is) standard practice to manually update the itinerary document multiple times, sometimes on a daily basis and it was a big eye-opener for us the amount of time taken up by what we had previously assumed was a straightforward process.
Our solution to this was to build an Itinerary Webpage function that removed the manual work involved with creating Itinerary documents:
- Users could generate a fully formatted, dedicated itinerary Web Page with a single click.
- The itinerary page automatically updated when changes were made to the event schedule.
- Each event participant received a personalized link that reflected their exact schedule.
We were pretty excited about this functionality and saw it as the perfect way for Corporate Access and investor Relations teams to reduce the huge amount of time spent constantly reformatting and resending itinerary PDF’s.
Since we launched this feature we have had a number of our clients switch away from the old method of creating and distributing itinerary documents and embrace using the online version. Recent feedback from event organizers has been extremely positive on the amount of time it has saved, which we have taken as our cue to revisit the functionality and build some powerful additions, making this an indispensable tool for event organizers and their event participants.
Integration with Google Maps
- Event participants can now also view their schedule in a google map view.
- Routes between meetings are clearly mapped out, with detailed directions.
- Option to view the distance and travel time between meetings based on different modes of transport.
- Event participants can filter their schedule to quickly access the specific meeting information they need.
- Schedules can be easily customized to show meetings by a particular location, day, meeting type or investor.
- Event participants can toggle between agenda, calendar and map views depending on their preference.
WeConvene is a global, independently owned web-based platform that automates corporate access consumption and evaluation for the investment community. Events large and small directly impact investment strategies and WeConvene provides value to buy-side, sell-side and corporate organizations by enabling efficient discovery, booking and tracking of meetings. To learn more, visit us at www.weconvene.com or request a demo.
More News & Resources
How to Manage Complex Events the Easy Way
Putting together an event schedule is always a time consuming process. Aligning meeting participant’s availability; deciding locations; making sure meeting rooms are available; factoring in travel time and then trying to get the right investors into meetings is rarely a straightforward process. But after speaking with hundreds of event organizers across the corporate access and investor relations space, two types of events are specifically highlighted as causing a scheduling headache:
The Unsustainable Mismatch in Pricing for Corporate Access
The operating model for Corporate Access delivery has remained relatively unchanged since its inception as a service, but post-MiFID II the traditional providers of corporate access (the sell side) are realizing they need to perform a radical review of their corporate access offerings to ensure the business remains viable and sustainable. This will have far reaching implications for the entire corporate access ecosystem and result in it looking very different in 12-18 months time - something that will also have a significant knock-on effect for Investor Relations (IR) teams.
Bloomberg and WeConvene Announce New Partnership
Today, Bloomberg and WeConvene announced plans to centralize corporate access events on the Bloomberg Professional service. By partnering with WeConvene, a provider of web-based tools that streamline the corporate access process for the global investment community, Bloomberg will distribute events on a permissioned basis to its network of investment professionals.
MiFID II: The New Reality for Investor Relations
A tremendous amount of work has been done on both the buy and sell side, quantifying, implementing and testing new technology and processes in an effort to comply with the MiFID II regulatory requirements. One group of MiFID II stakeholders however, still seems to have its collective head in the sand: Investor Relations Teams. In this whitepaper we examine the new reality of a post-MiFID II world for Investor Relations teams and what they need to prepare for.