Investor Relations · Reviewed 26 Oct 2026

Nasdaq IR Insight

Investor relations management and engagement software for IR teams.

· nasdaq.com ↗

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Nasdaq IR Insight at a glance

Overview

01

Summary

The useful answer before the supporting detail.

Nasdaq IR Insight is an investor relations software platform that helps IR teams manage workflows, engage shareholders, and measure program performance S13. It is designed for investor relations professionals and CFOs to streamline day-to-day tasks, automate reporting, and deliver actionable insights S13. The platform includes AI-powered tools for analyzing transcripts, monitoring markets, and tracking ROI, aiming to support strategic decision-making S13.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Nasdaq IR Insight, an investor relations management and engagement software platform by Nasdaq S13.
  • Core purpose: Manages IR workflows, engages shareholders, and measures program performance S13.
  • Intended users: Investor relations professionals and CFOs S13.
  • Product scope: A single platform for end-to-end IR program management, including AI tools and data analytics S13.
  • Positioning: Market-leading IR workflow and engagement software S13.
  • Claimed distinction: Purpose-built for IR with AI assistant vetted through responsible AI principles S13.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
IR professionalsStreamline day-to-day workflows and automate reporting S13.
CFOsEmpower with data-driven, automated IR software workflows S13.
IR teamsManage end-to-end investor relations programs and engage shareholders S13.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
AI transcript analysisAnalyze event transcripts with AI to streamline earnings prep and synthesize notes S13.
Investor theme identificationUse AI to identify prevailing investor themes and track engagements with fund managers and analysts S13.
Shareholder activity trackingTrack activist activity and analyze annual proxy voting trends to identify risk areas S13.
Board-ready reportingDeliver board-ready reports and actionable insights with purpose-built analysis tools S13.
ROI measurementMonitor IR program effectiveness using quantitative reporting and AI search across market data and engagement efforts S13.
Itinerary importAutomate itinerary imports and extract data to match firms and contacts, reducing manual effort S41.
Market monitoringMonitor global markets and peer strategy with proprietary data and analytics S13.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
Refinitiv contentIntegrationIntegrates market-leading buy-side and sell-side content S13.
FactSet market dataIntegrationProvides market data within the platform S13.
Microsoft Office suiteIntegrationIntegrates with Microsoft Office suite without additional logins S13.
CRM recordsIntegrationMaintains alignment in CRM records via itinerary import S41.
AI toolsAI interfaceIntegrated into existing IR workflows for smooth transition S41.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Nasdaq IR InsightContact sales S13CRM, targeting, shareholder analytics and AI tools; advisory services sold separately S13Not established S13

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
youtube.com216.52026 ipos
kiplinger.com1112026 ipos
tradingview.com1122026 ipos
mapquest.com112151 west 43rd street new york ny
pepperstone.com1132026 ipos
homes.com113151 west 43rd street new york ny
en.wikipedia.org114151 west 43rd street new york ny
schwab.com1152026 ipos
zillow.com115151 west 43rd street new york ny
kalshi.com1162026 ipos
14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.0%
MonthSource
—All AI assistants
—All AI assistants
—All AI assistants
15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap2 first-page appearances across 2026 ipos

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

No citation-grounded independent review links were found.

Customer proof

Proof typeNamed customer or sourceEvidence
TestimonialHead of Investor Relations, Standard Charteredtestimonial — "I have been impressed at the functionality of Nasdaq IR Insight since we switched from a competing system last year. (IR Insight® / Investor Relations Software / Nasdaq)
Case studyWorkdaycustomer case study — Acts as the system of record for investor history, ... (Client Success Stories: Workday® / Nasdaq)
TestimonialJen Robinson, Vice President of Investor Relations & Corporate Communications, Deciphera Pharmaceuticalstestimonial — > "As we continue to do more one-on-one investor interactions, it’s been extremely useful to have IR Intelligence provide us specific information on investors as well as analysis on comparative companies so we can better tail… (Enhance Investor Relations Workflows with Technology & Data / Nasdaq IR Insight)
TestimonialLG Electronics Inc.testimonial — ways to help me do my job better. (Nasdaq IR Insight® Customer Support / Nasdaq)
Case studyNick Stone, SVP, Head of Investor Relations, GSKcustomer case study — Learn how Nick Stone, SVP, Head of IR at GSK, exceeds the large-cap European benchmark through his partnership with Nasdaq. (GSK Case Study / Nasdaq Investor Engagement)
Case studynasdaq.comcustomer case study — using it during this period, where international travel is almost ... (ConnectIR™ Case Study / Nasdaq IR Insight)

Independent mentions

  • IR Insight® / Investor Relations Management & Engagement Software — year. I find the key data more comprehensive and easier to access, particularly on the road via the excellent mobile applications. It also has several interrogation tools for more esoteric data that produce material that is both interesting and actionable
  • Investor Relations Resources / Nasdaq IR Intelligence — ### Wendy's Trust in Multi-Pronged Nasdaq Relationship Wendy’s needed a trusted provider with the ability to integrate institutional activity and insights with a strategic and tactical approach to targeting investment capital. Find out how the Wendy’s IR
  • Investor Engagement & Targeting / Nasdaq IR Intelligence — Our long-standing partnership with Nasdaq stems from our great relationship and the way that Equity Surveillance and Investor Engagement work together; it's a full package for us, and we don't see those services coming together as seamlessly with other providers. Kelsey Freed, Director, Investor Relations,

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipYour source for official Nasdaq news, press releases, thought leadership, and the latest company information from Nasdaq.source
Contact and supportDanish (AI oversat) English Finnish (AI käännetty) French (IA traduite) German (KI übersetzt) Italian (AI tradotto) Japanese (AI翻訳) Korean (AI 번역) Norwegian (AI oversatt) Simplified Chinese (人工智能翻译) Spanish (AI traducidasource
Legal and privacyWhen you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expectsource
Security and complianceEnterprise services/functions: Encryption, Key managementsource
Uptime and status pageNot published on the collected pages.—
Domain registered1993-12-16—
Domain expires2026-12-15—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Not established in the collected sources.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Not published on the collected pages.—
Platforms and appsNot published on the collected pages.—
API and extensibility (API, SDK, webhooks, MCP, plugins)Integrates with Refinitiv, FactSet, and Microsoft Office S13.S13
Data ownership and exportNot published on the collected pages.—
Performance and reliability claimsNot published on the collected pages.—
Release activityLaunched in 2016 S13.S13
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered1993-12-16 — MarkMonitor Inc.
Domain expires2026-12-15
First archived2008-01-01 — web archive
TLS certificateGlobalSign nv-sa, valid, expires 2027-01-22
Security headersX-Content-Type-Options, X-Frame-Options, Referrer-Policy
Headers not servedHSTS, CSP
Server headerRendering-Platform
Mail handled bymxb-00614f02.gslb.pphosted.com, mxa-00614f02.gslb.pphosted.com
Nameserversedns2.ultradns.net, edns2.ultradns.org

Not measurable: rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.

21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 0 of 15 maximum
  • Technical health: 0/100
  • Critical issues: 0
  • Warnings: 0
  • Notices: 0

Issues

The bounded crawl did not detect title, description, H1, canonical, indexing, thin-content, image-alt, response-time, or duplicate-metadata issues.

Crawled pages

The website did not return crawlable HTML pages.

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct46.8%
search35.0%
search organic33.1%
search paid1.8%
social3.4%
social organic3.1%
social paid0.2%
referrals9.8%
paid referrals3.2%
mail0.9%
gen ai1.0%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific competitors or alternative products. Pricing details are limited to contact sales, with no public pricing tiers or free trial. Specific security certifications, uptime statistics, and data export options are not documented in the collected evidence.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 8 collected pages from nasdaq.com, including the IR Insight product page, AI for IR page, and corporate pages. The collector used browser rendering for rendering; static and sitemap collection were blocked or unavailable. External proof search was performed but no additional verification was completed. Claims are cited from the catalog tokens S1–S26.

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