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Maximize Your Investor Relations Efforts, Effortlessly, With ClearSite®
Closing and Retention Solutions
Today’s corporate executives enjoy a growing multitude of options to convey their messages to the investment community. With competition for investors’ capital fiercer than ever, companies must be prepared to optimally communicate why they warrant attention. Even when an ideal match for a company's story has been pinpointed among the myriad of portfolio managers, industry analysts, and the media, how does management ensure that story is being perceived fully and accurately, and in a manner that attracts investors and maximizes retention?
Relationship Enhancing Tools
CPG’s ClearSite® platform is a turnkey solution that improves results in a timely and cost-effective manner. ClearSite’s contact management tools significantly automate the process of developing highly successful long-term relationships with the global financial community, elevating clients to best-practice status, allowing them to exceed corporate governance and exchange regulation mandates, and greatly mitigating the need for in-house resources. At the same time, accuracy and timeliness of investor communications are enhanced, while recurring costs are reduced.
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For more information, contact Clear Perspective Group at (866) 364-2586 (info@cpg-llc.com) for a compelling demonstration of our capabilities and documented results, including:
Investor
Relations Program Reporting and Analysis
ClearSite is a unique technology platform that greatly facilitates the effort of building world-class investor relations programs. The system monitors numerous measurements of the effectiveness and efficiency of a company’s IR initiatives and produces feedback that allows the team of professionals at CPG to ensure continuous improvement. [top]
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Perception Monitoring and Analysis
ClearSite provides real-time monitoring and analysis of investor perception, 24 hours a day, 365 days a year. Our tools enable instantaneous interaction with institutional and other major shareholders, analysts, and prospective investors. You can view statistical analyses of the understanding, reaction, and expectations generated by every communication you make—within the financial community as a whole, a specific geographic or investor type, or even a single individual. [top]
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Global
Distribution Network
ClearSite distributes your investor information directly to the desktops of thousands of institutional and retail investors via ClearConnect™. Unlike other wire services, ClearConnect supports many types of communication that are valuable to your various audiences, with the ability to instantly broadcast content such as audio, video, documents, spreadsheets, or slide presentations. ClearSite also disseminates all e-mails of press releases to your distribution list. Furthermore, anyone viewing your company’s news anywhere on the Internet can opt in to your distribution system via an embedded link in every press release. This consistently leads to a substantial increase in the number of investors receiving your company’s news. ClearSite can put your company on the radar screen of qualified institutional investors. From any financial portal, the financial community can research your company, become part of your e-mail list, request mailings, and use your interactive investor tools. [top]
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Project
Management Tools
ClearSite enables us to manage your work-in-progress. From the initial outline to the finished product, ClearSite allows management, consultants, and counsel from different locations around the world to work collaboratively in a secure, 128-bit encrypted work area. ClearSite is like taking your desk with you everywhere you go, enabling you to quickly and easily manage the workflow of creating, editing, and publishing communications and presentations. Whether it is next week's roadshow or an emergency press release, having ClearSite means you can develop communications and presentations with increased speed and efficiency. [top]
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Integrated
Contact Management
ClearSite consolidates contact profiles, contact history, e-mail lists, fax lists, and mailing lists into a single integrated solution. With the click of a button, CPG can instantly search and sort for investors by type, location, or even by investment interest in your company. With ClearSite’s multi-user capabilities, the service enables you to lever the communications efforts of every person involved in interacting with your company's audiences, minimizing redundancies and maximizing effectiveness. We can export your entire contact database for use in any electronic organizer such as Outlook, ACT, or a hand-held device. Additionally, ClearSite will automatically aggregate the mailing requests from your website, the ClearConnect financial network, and those added by CPG. Your team of CPG professionals will then efficiently record the packets that have been sent and schedule personal follow-up calls with those investors to qualify their interest, relieving your in-house resources of this burden and ensuring accurate recordkeeping so that nobody ever “falls through a crack.” [top]
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Secure
Communications Link
To ensure the integrity of your contact lists, ClearSite automatically confirms the validity of the person seeking information from your website and builds a secure two-way connection. ClearSite enables your investors to manage their own mailing information, fax numbers, and up to three different e-mail accounts for their home, office, and wireless devices. Through the system’s optional investor tracking capability, you will know who visited your website, when they visited, and what they viewed while they were there. [top]
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IR
Website Management
CPG professionals manage every aspect of the investor relations area of your website. Unlike "web authoring tools," the ClearSite solution automatically builds valuable informational libraries. Text, spreadsheets, slide presentations, and audio and video communications can be easily managed and instantly updated, enabling you to lever every communications effort. Key-word and key-phrase searches allow your audiences to quickly and easily research your company or find answers to specific questions without the need to contact company management. [top]
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Data Feeds for Corporate IR Websites
ClearSite provides your corporate website with all major financial data, including embedded detailed stock quotes, interactive stock charts, SEC filings, and press releases. Stock quotes include the bid and ask, volume, shares outstanding, market capitalization, and the daily and 52-week highs and lows. Interactive charts provide intraday and historical charts of daily trading for one-, three-, six-, and 12-month periods. In addition, EDGAR filings are posted to your company’s website in real time. This feature not only reduces your in-house responsibilities and costs, it also clearly demonstrates that your company employs industry best practices with regard to IR communications and transparency. [top]
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