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Formerly known as Global Research & Risk Solutions

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September 30, 2025 Content Type Case study

Driving targeted engagement at an annual investor conference for a global investment bank

September 30, 2025 Content Type Case study
 

Background

  • The bank was looking to deliver a targeted engagement experience at its annual investor conference with the challenge of running six parallel investor field trips across five Cities
  • It needed seamless coordination across registrations, itineraries, hospitality, and city-specific transport requirements with real-time execution and contingency planning 

Crisil Integral IQ solution

  • Our Corporate Access associate supporting the Bank’s team, orchestrated seamless registration and scheduling for the participants across meetings, dinners and six sector-specific tours 
  • Prepared investor profiles giving a detailed distribution of investor portfolio holdings and highlighting the investment style, strategy, and assets under management 
  • Customized and dispatched real-time itineraries with integrated meetings, transport and contact details to ensure investor readiness 
  • Coordinated end-to-end organization-from hotel bookings to intercity transfers 
  • Enabled live tracking and last-minute changes through centralized databases and responsive communication channels 
  • Consulted with Corporates, internal teams, and event vendors to align schedules, avoid conflicts and maximize investor engagement 
  • Performed payback analysis on stocks for both post and pre-conference periods 

Client impact

  • The conference was a success with 400+ global investors, 100+ corporates and key policy influencers taking part in the tightly packed six-day event comprising of one-on-one and group meetings, 22 keynote sessions and six field trips 
  • Managed the conference with zero delays or itinerary mismatches across five major cities 
  • Maintained service continuity with 1,400+ touchpoints and accommodating several last-minute changes, ensuring no disruption to investor schedules 
  • Saved (20-40%) time in performing conference analysis 
  • Helped win more events with corporates, and contributed to improved broker votes
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