BD Corporate Review.
Use Cases and Deployment Scope
I use BD corporate for investor relations purposes. The reason we use BD corporate is for tracking investor ownership of our stock, inputting ongoing investor engagement in the CRM system, and using BD corporate as a vehicle to send out emails to distribution lists of investors for IR-related information.
Pros
- Investor ownership.
- CRM system for inputting meetings and engagement.
- Targeting consulting.
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.
Most Important Features
- Investor ownership.
- Engagement platform as a CRM.
- Targeting
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.
Alternatives Considered
FactSet
Other Software Used
FactSet, AlphaSense, Nasdaq IR Insight