Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
September 30, 2025
Case study
Case study
Driving targeted engagement at an annual investor conference for a global investment bank
September 30, 2025
Case study
Case study
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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
