Powering Progress: 2024 in Review

In 2024, IR teams faced pressure like never before. 

Rising interest rates, geopolitical uncertainty, and market volatility demanded clarity and confidence in every interaction. The U.S. presidential election introduced new economic priorities, creating uncertainty and driving market fluctuations. Regulatory updates from the SEC raised the bar for transparency and reporting. In response, investor expectations grew sharper. 

At the same time, AI emerged as a focus to streamline targeting and engagement, but its adoption required careful planning, time, and resources.

With pressure came opportunity for progress. IR teams rose to the challenge, delivering deeper relationships, clearer growth narratives, and greater transparency in an increasingly competitive landscape.

At Irwin, we provided the tools, insights, and innovations to help you not just keep up, but lead the way. Here’s how.

Innovating to Keep You Ahead

In 2024, we launched 16 new features and made 63 product enhancements. That’s how we kept pace with the evolving demands of investor relations.

Some of this year’s most impactful releases include: 

• Holder Alerts: To stay ahead of critical changes in your shareholder base.
• Irwin Assistant Summaries: Turning investor data into clear, actionable insights in seconds.
• Event Broadcast Integration: Offering seamless connectivity with FactSet’s audience for broader exposure.
• Pulse Surveys: Real-time feedback to measure and understand investor sentiment.

With 261 logins per user annually—nearly every working day—IR teams turned to Irwin as their go-to solution for smarter targeting, stronger relationships, and streamlined workflows.

By The Numbers 

These numbers tell the story of impact: how Irwin’s solutions and teams help IR professionals stay ahead in an increasingly complex landscape. 

Powered by innovative features and the expertise of our team, here’s how our clients made the most of Irwin in 2024:

1. 2.5 investor searches per week. Constant discovery kept outreach sharp.
2. 108,930 activities logged. Every meeting and touchpoint, tracked seamlessly.
3. 2,437 itineraries created. Enough to map out cross-country roadshows for every client.
4. 30,416 AI summaries delivered. Turning insights into action, 82 times a day.
5. 561,282 investors reached through email campaigns—filling the equivalent of eight Super Bowl stadiums.
6. 345,268 profiles added to IRMs. That’s 8 months of manual work, automated.
7. 500+ custom reports built. Because one-size-fits-all doesn’t cut it in investor relations.

Collaborating Across the Globe

We believe community and collaboration are essential to driving success in investor relations. This year, we expanded our efforts to connect, educate, and empower IR professionals—both in person and online. From launching the Irwin Community forum to fostering global partnerships, we made strides in strengthening bonds.

Highlights include:

• Launching the Irwin Community: A forum designed to help our clients share insights, discuss challenges, and collaborate to solve problems together.
• Expanding to EMEA: We deepened our presence through partnerships with IR Society, LSEG, and MEIRA, supporting education and engagement in the region.
• Producing the Winning IR Podcast: Surpassing 13,000+ downloads and reaching listeners in 25 countries, we brought actionable insights to the global IR community.
• Participating in 30 events in 13 cities: From Abu Dhabi to London to Calgary, we connected with IR pfoessionals worldwide. 

A Partnership That Changes Everything

In November, Irwin officially joined forces with FactSet—bringing you the best of IR solutions and global market data under one roof.

Key highlights include:

• Expanded access to FactSet’s market-leading data directly within Irwin’s platform.
• A unified solution to simplify investor engagement, research, and reporting.
• With FactSet’s scale, we’re accelerating advancements to meet the demands of modern IR teams.

This acquisition strengthens our commitment to helping you build stronger relationships, navigate complexity, and deliver results with confidence—all backed by the best in IR technology and data.

Looking Ahead: 2025 and Beyond

This year was all about progress and we were proud to be by your side, giving you the solutions and support to make it happen.

From launching new features to growing global connections through events and community-building, we’ve worked together to move investor relations forward. Joining forces with FactSet takes that even further, combining the best in IR and market data to open new doors for the future.

As we look to 2025, our goal is clear: to help you work smarter, build stronger relationships, and gain the insights you need to drive meaningful results. The challenges may change, but so will we.

Here’s to more progress, together. Let’s make 2025 your best year yet.

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