AI in Investor Relations: Considerations and Opportunities

AI is reshaping Investor Relations far beyond copywriting and summaries. This white paper shows how IR teams can save time and gain deeper insights by combining AI with high-quality shareholder data and CRM systems. Modular Finance highlights current and upcoming use cases, while also outlining key considerations IROs must make to ensure they get the best possible value from AI.

Download AI in Investor Relations - Modular Finance

Investor Relations teams face the daily challenge of managing vast amounts of data on markets, shareholders, and peers. While many IROs have started using AI for copywriting or summarising, that is only scratching the surface. The true value of AI emerges when it is paired with accurate shareholder and CRM data to automate tasks, log meetings, summarise investor interactions, and generate shareholder insights.

This white paper explores how AI is already improving IR by freeing up time and providing instant insights. It also highlights the features Modular Finance has developed in their Investor Relations Platform Monitor, and offers key considerations to ensure IR teams gain maximum value from AI.

Published 3 October, 2025