Investor Relations and CommunicationsPurpose
1.2. The automation aims to minimize manual effort, ensure regulatory compliance, provide standardized information, deliver rapid follow-ups, and enhance investor satisfaction via multi-channel, multi-lingual, and templated communications.
1.3. Automate structured and unstructured data processing from multiple inbound channels (web forms, email, SMS, voice), leveraging integrations to trigger automated workflows, route to appropriate teams, store all communications, and alert relevant staff or escalate complex issues.
Trigger Conditions
2.2. Automated trigger via submission of investor web form linked to CRM Contacts/Leads.
2.3. Automated system event from third-party comms (email, SMS, chat) routed to CRM.
2.4. Automated escalation of unresolved or high-priority queries based on time or keyword.
2.5. Automated follow-up trigger upon no response or status change within timeframe.
Platform Variants
• Feature/Setting: Process Builder/API; automate query-triggered flows, update records, send templated responses.
3.2. HubSpot
• Feature/Setting: Workflows API; automate email/sequencing, create automated tickets, log CRM activity.
3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate; automate routing, notifications, CRM updates, escalation.
3.4. Pipedrive
• Feature/Setting: Webhooks/Automations; trigger automations on Deal/Contact update, send responses.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules/Deluge Functions; automate send email, update field, escalate query.
3.6. Freshdesk
• Feature/Setting: Automations/Workflow Automator; auto-assign tickets, send templated responses.
3.7. Zendesk
• Feature/Setting: Triggers/Macros/API; automate query routing, set status, send notifications.
3.8. Intercom
• Feature/Setting: Inbox Rules/API; automate investor reply based on topic/tags, escalate automatically.
3.9. ServiceNow
• Feature/Setting: Flow Designer/API; automate query assignment, automated reminders, update CRM.
3.10. Slack
• Feature/Setting: Workflow Builder/API trigger; automated notification to IR team chat, auto-create channel.
3.11. Twilio
• Feature/Setting: SMS API/Studio Flow; automate SMS investor notifications, send verification codes.
3.12. Outlook 365
• Feature/Setting: Graph API/Rules; automate email ingest, route to CRM, log attachment metadata.
3.13. Gmail
• Feature/Setting: Gmail API/Filters; auto-label investor emails, forward to CRM, automate reply.
3.14. SendGrid
• Feature/Setting: Email API/Templates; automate send of investor query responses and confirmations.
3.15. Google Sheets
• Feature/Setting: Sheets API; automatedly log query metadata, status updates, assign IR owner.
3.16. Monday.com
• Feature/Setting: Automations/API; automate creation/assignment of Investor tasks, trigger status alerts.
3.17. DocuSign
• Feature/Setting: eSignature API; automate sending of NDAs or confirmations post-query.
3.18. Calendly
• Feature/Setting: Scheduling API/Webhooks; automate investor meeting scheduling on relevant queries.
3.19. JIRA
• Feature/Setting: Automation Rules/API; auto-create tracking tickets for technical investor queries.
3.20. Asana
• Feature/Setting: Rules/API; automated task creation and escalation for follow-up actions.
3.21. Aircall
• Feature/Setting: Phone Call API; automate call logging and trigger workflow on voicemail transcript.
3.22. Tableau
• Feature/Setting: Data API; automated dashboard updates for query SLA and IR metrics reporting.
Benefits
4.2. Automating multi-channel intake/response increases capacity, scalability, and global reach.
4.3. Automation reduces staff error, supports standardized investor messaging, and provides audit trail.
4.4. Automator manages complex escalation and reporting, enabling strategic analysis and continuous improvement.
4.5. Automatable integrations foster omnichannel investor communications and seamless CRM enrichment.