Q4 Inc. - Q4 Desktop | A Purpose Built IR CRM for the Capital Markets

Increase the effectiveness of your investor relations program

When the capital markets are disrupted, IRO’s, like you, don’t have the time to manage inefficiency. You need a single solution that simplifies your workflow and integrates all of your analytics, monitoring tools, and relationship management functionality in one easy-to-use platform. Built to mirror your workflow, Q4 Desktop makes it easy to build a successful investor relations program, demonstrate its impact, and measure the success of your investor outreach efforts.

The Only IR CRM Powered by Investor Behavior Tracking

Most IR CRMs focus on just being better. Q4’s CRM, helps modern IR teams transform and simplify the day-to-day management of their IR programs so that they can be more strategic. Experience the difference of having an unparalleled 360 degree view of your organization’s capital markets presence at your fingertips.

Behavioral Analytics and Next Gen Targeting, the Future of Investor Relations

Manage Investor Interaction With Only a Few Clicks

Q4 Desktop simplifies and streamlines how you manage investor interaction data. Eliminate disorganized and fragmented meeting notes in notebooks or excel, individual investor interaction histories, or contact information. With Desktop, IR immediately gains access to an organized, searchable and actionable capital markets contact database that saves time and eliminates administrative load.

Bring Insight to Shareholder Activity

Target and onboard the right investors through an in depth understanding of your shareholder composition, institutional profiles, buying and selling trends and by knowing which investors are paying most attention to your investment proposition.

Learn how to gain visibility into your investable universe with the right targeting approach

Deliver Personalized Investor Communication at Scale

Forge capital market relationships through a personal touch. Communicate directly with potential investors, shareholders, and analysts from inside your CRM, eliminating duplicative efforts and the need for multiple email tools.

Report on Impact to Leadership

With 62% of board meetings requiring insights into investor behavior, reporting is critical to showing the ROI of IR. Desktop aggregates the data generated by your program activities, stock performance, shareholder composition, and investor engagements to simplify IR reporting back to leadership.

Discover how one platform delivers investor relations insights

Workflows tailored to your strategy Image

Put Your IR Program in the Palm of Your Hand

Q4 is enabling modern IR teams to access the entirety of their IR program from the palm of their hand. Starting with a tailored CRM mobile experience, always be ready for your next investor meeting and never be at loss for where to log meeting notes on the road.

Ready to streamline your investor relations workflow?

All the investor relations tools you need in one easy-to-use platform to improve
your daily ROI and make data-driven decisions.

Target and attract quality investors

Drive stakeholder collaboration

Understand shareholder composition

Track market performance

Report to management with actionable insights

Measure investor relations program analytics

Q4 Desktop Features

Innovative Investor Relations CRM

320,000 global contacts
Intuitive, easy-to-use CRM
Deal pipeline management
Board report builder
Q4Go Mobile App
Localize currency in USD, GBP, EUR, NOK, SEK, DKK, CHF based on security trading location

Enhanced Targeting Workflow

Engagement Analytics
Website and events analytics
Advanced investor search
Contact-level targeting
AI targeting
AUM and purchasing power
Sector and peer insights

Investor Relations Market Intelligence

Ownership
Sentiment and volatility
Trading analytics
Relative performance
Estimates & research
Activism

Personalized Email Outreach at Scale

Direct email integration and linking
In product email composing
Message personalization
Automatic tracking in CRM contacts

Learn More

We are impressed with your professionalism and dedication to delivering high-quality work for our website rebuild project. It is easier than ever for our customers to find information they need with a brand-new interface and well-organized categories. Your responsiveness and willingness to address any concerns or questions we have had on our website maintenance and updates have been greatly appreciated.

Ya Yun Chen
Coordinator, Investor Relations & Communications

Want to learn more about how Q4 can transform your investor relations workflow?

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