Introducing Irwin Assistant Summaries: Investor Relationship Insights Powered by AI

Keeping notes and data in a CRM is crucial for record-keeping and reporting—but it's often time-consuming and manual. If you're putting in the effort, you should get valuable insights in return without wading through piles of data.

Imagine prepping for an investor meeting and quickly accessing a summary of past interactions instead of scrolling through endless logged notes?

That's exactly what Irwin Assistant Summaries does. 

Our new AI-driven feature instantly summarizes your logged activity notes, providing the insights you need at a glance—saving you time and effort.

What is Irwin Assistant Summaries?

Irwin Assistant Summaries provides concise, AI-generated overviews of historical notes on investor profiles. This feature analyzes all your logged notes from past interactions with organizations and people, identifying themes, concerns, sentiments, and trends, offering insights you can act on—without manual effort. 

How it works 

Irwin Assistant Summaries analyze your notes from past activities, including meetings, calls, conferences, and roadshows. The more detailed your notes in the CRM, the better the summaries—giving you deeper insights into your investor relationships. Based on your historical notes for each profile, the summary section will highlight key themes, concerns, sentiments, and trends. 

For example: 

• Themes: Investment strategies, financial performance, market trends, portfolio diversification.
• Concerns: Risks related to new regulations, economic downturns, company performance issues, competitive threats.
• Sentiment: Positive feedback on recent earnings, concerns over market volatility, optimism about future growth, skepticism about strategic decisions.
• Trends: Increasing interest in sustainable investments, frequent questions about technological advancements, consistent focus on dividend payouts, growing attention to corporate governance practices.

The summaries automatically update when notes are added or updated. If no activities or notes are logged, you’ll get a prompt to add them. You can enable Irwin Assistant Summaries on all Organization and People profiles with a single click. 

Our closed model ensures privacy and consistency, providing useful summaries without using your data for further training.

Why should I use it?

Data is everywhere—but its true value lies in how you use it. To make data actionable, you need to transform raw information into insights that drive decisions and strategies. 

The data you input into your CRM represents a huge portion of unstructured information. Parsing through this manually to draw conclusions is time-consuming, yet this analysis is crucial for understanding the context of your relationships with investors.

For example, imagine heading into a meeting and needing a refresher on past interactions. Instead of sifting through countless notes, Irwin Assistant Summaries provides a quick, AI-driven summary, highlighting key themes and sentiments, making it easier to grasp your relationship's context instantly. You can prep your discussion points with nuance that might otherwise be lost and ensure continuity in your conversation. 

Plus, you can customize your tear sheets and itineraries to include or exclude the summary as needed, making your interactions on the road more meaningful and effective.

Getting started

Enabling Irwin Assistant Summaries is simple. Navigate to a Profile, click on the Enable Irwin Assistant Summaries button, and the feature is activated for the entire account. Data handling is secure, and the feature must be enabled by the user. 

By integrating Irwin Assistant Summaries into your IR workflow, you gain valuable insights with minimal effort, enhancing your CRM experience and productivity.

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