Webinars


Preparing for Analyst Meetings and Reporting on Your Results

Preparing for Analyst Meetings and Reporting on Your Results

So you’ve booked an analyst meeting. Naturally, you want to get the most out of it – maximizing what your company and the analyst(s) take away from the conversation, and then using the experience to optimize future ones. In our latest episode of the Learning Series, we help you execute on that. In the interactive discussion, our experts show how to use our ARchitect software...

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Event Insights, Pt 3: The Go-Live Day

Event Insights, Pt 3: The Go-Live Day

Over the last year, the events industry has seen a lot of uncertainty and upheaval – moving from canceling large-scale events, to hosting and polishing virtual ones, to investigating and planning “hybrid” events, which combine in-person and virtual elements. As restrictions lift and the world starts to open back up, how will this impact analyst events and other corporate events going forward? Events expert Amy...

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Event Insights, Pt 2: Creating an Event Roadmap

Event Insights, Pt 2: Creating an Event Roadmap

We’re thrilled to be back with Part 2 of our all-about-corporate-events series with events expert Amy Turell. Many AR professionals are curious about what makes for a successful analyst event today — and how that will change later on, as the pandemic wanes. In Part 1 of this series, Amy shared how events have evolved during the pandemic – rapidly going virtual as just one...

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Event Insights, Pt 1: The Pandemic’s Impact on Events

Event Insights, Pt 1: The Pandemic’s Impact on Events

In many of our analyst relations “Open Sessions” – where we invite AR practitioners to connect with peers and share what’s on their minds – events are a hot topic.  Questions arise such as: How can companies today make the most out of analyst firms’ virtual conferences? How can our company host a virtual analyst event? Which platforms are best-suited to our needs? How do...

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Tracking Upcoming Research with the ‘Firm Research Calendar’ + Managing AR Projects

Tracking Upcoming Research with the ‘Firm Research Calendar’ + Managing AR Projects

Monitoring analyst research across multiple firms can be difficult because research firms don’t report on this in a standard way. Of course, you want to know who’s writing about topics that are relevant to, that impact, and that involve your company — along with when those reports will publish. But putting together a spreadsheet to track all that research can feel like a Herculean task...

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Webinar Recap: Tracking Analyst Interactions and Beyond

Webinar Recap: Tracking Analyst Interactions and Beyond

Keeping track of all your Interactions with analysts and teammates in one centralized tool will help you to drive greater visibility of your program’s efforts and easily share knowledge from your top influencers. In this episode of the Learning Series, our experts focus on Interaction best practices, using customizations to track insights and internal calls, saving time with productivity tools and using reports for quick views of your activity.

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Define. Discover. Dashboard.

Define. Discover. Dashboard.

It’s almost been a year (wow!) since we launched the ARchitect Dashboard! We initially constructed the Dashboard to create a centralized place for you to perform key tasks, track your analysts and monitor your progress. Over the course of the year since the Dashboard’s release, ARchitect Users have shared their specific workflows to maximize the value of the Dashboard including discovering and tiering analysts as well as planning out your entire week from the Dashboard. 

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The ‘New Normal’ for Analyst Relations, Pt 5

The ‘New Normal’ for Analyst Relations, Pt 5

The New Normal for Analyst Relations series was our way of providing you with the means to talk through the whirlwind of this year. Thank you to everyone that attended an event and especially if you were able to make it to all 5! This last session for the year hit on our most common COVID-19 related topics: virtual events, analyst engagement, and trends in analyst firms.

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Email Enhancements & Learning Series Wrap Up

Email Enhancements & Learning Series Wrap Up

With digital communication hitting an all time high, keeping your analysts interests can be challenging. Building professional emails with new features is a great way to make your communications pop. Follow along with the Learning Series episode below as we demonstrate how to use new email enhancements in ARchitect:  New Email Templates, Stock Image Gallery, Image Editor, Row Background Images

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The ‘New Normal’ for Analyst Relations, Pt 4

The ‘New Normal’ for Analyst Relations, Pt 4

Because of the pandemic, we opened up this open forum (4 sessions ago!) for the analyst relations community to communicate the many shifts and changes of analyst relations. In this session, AR leaders from across the globe brought up the many trending topics they are facing. These included: The Value & Challenges of Industry Events, Determining a Digital Strategy for MQs, Effective Strategies for Targeting Small Analyst Firms, Updates & Announcements by our team at ARInsights

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