BD Corporate vs. Q4 Desktop

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.0 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
Q4 Desktop
Score 8.0 out of 10
N/A
Q4 Desktop is a software solution designed to enable users to build a investor relations program, demonstrate its impact, and measure the success of investor outreach efforts. Q4 Desktop is designed to aggregate all the data generated by an IR program into a single platform so the user can more easily report on stock performance, shareholder composition, and investor engagements, while reducing the amount of time spent on manual reporting.N/A
Pricing
BD CorporateQ4 Desktop
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BD CorporateQ4 Desktop
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
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User Ratings
BD CorporateQ4 Desktop
Likelihood to Recommend
8.0
(0 ratings)
8.0
(0 ratings)
User Testimonials
BD CorporateQ4 Desktop
Likelihood to Recommend
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
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This is one of two providers to go with if you are considering an investor relations website. We evaluated both of them and landed on Q4 Desktop due to their reputation of solid customer service. The additional CRM software is a nice to have as there are many other solutions you may have access to before you make that product your main go to.
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Pros
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
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  • easy to use
  • comprehensive database access
  • good looking ux/ui
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Cons
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
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  • speed of platform
  • lacking mobile app
  • pricing structure is fragmented
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Alternatives Considered
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
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Q4 Desktop had the highest market share and good customer references.
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Return on Investment
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
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  • reduced engineering time for website maintenance (2 hours per release)
  • reduced collaboration time with marketing team
  • automatic press release postings
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ScreenShots