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IRNavigator News
February 11, 2010
2010 NIRI Annual Conference (June 6 - 9)
Stop by Ilios Partners' booth and meet representatives from Ilios. Demo IRNavigator at NIRI's Annual Conference in San Diego, CA.
July 24, 2007
IRNavigator Rated Best CRM Service Provider
Investor Relations Roundtable, part of the Corporate Executive Board, released its CRM Service Vendor Ratings in July 2007. Ilios Partners' IRNavigator was rated Best Service Provider by respondents.
The IRNavigator team would like to thank the survey respondents, and all clients. Since its launch in 2003, IRNavigator has garnered a loyal following. We know our success is predicated on client input, which has been key to our product development. Please continue to share your thoughts with the IRNavigator team
Here is a quote from a respondant from the IR Roundtable's Vendor Service Ranking:
"I find the Ilios CRM system to be very intuitive, very fast, very easy to use, and a remarkable improvement from my
experience with my previous vendor"
"The Ilios platform is very easy to use; it was very easy to find thing and makes a lot of sense in terms of how it is
organized and how you can use it…"
"The Ilios support term was very willing to make changes, to customize things, and to take suggestions and actually
act upon them. I made a number of suggestions with my previous CRM service vendor which all seemed to go into
kind of went into a ‘blackhole’, never to see the light of day. I made suggestions to the Ilios staff or asked how to do
something and they were very responsive and make changes or adjustments, and do customized things as part of the CRM system that my previous vendor would never had done…If I needed to create a report based on information in the data base, they would come back and say ‘Here’s your report’…"
"Ilios seems to make changes continually to improve the system.”
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Stay in touch while on the road with IRNavigator Mobile. IRNavigator clients have mobile access to share ownership, CRM activities, contact and institutional profiles, targeting grades, and much more. For more information on IRNavigator mobile,
please email info@irnavigator.com
A Fast, Intuitive Platform for the Investor Relations Professional
 In your office or on the road, the importance of accurate information has
never been more essential. IRNavigator arms users with powerful tools and
resources to improve efficiency and communication across your company's Investor Relations Department.
IRNavigator provides a seamless, cohesive platform for:
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Fully-Integrated Ilios Stock Surveillance
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Accurate Institutional Ownership
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Detailed Institution and Contact Profiles, which can be customized for clients looking for specific content for management.
Are you spending time building profiles for management?
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An Integrated, enterprise Contact Relationship Management (CRM) tool that allows
multiple users to manage communications with institutional shareholders and the sell-side
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Targeting institutional shareholders through Ilios’s proprietary databases by firm
style, institution type and location
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A proprietary email system that has been optimized for delivery of vital corporate
communications in an easy three-step process
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Shareholder Activism: Do you really know your shareholders? Can you afford to be caught sleeping? IRNavigator has enhanced its shareholder activism area, which was introduced at NIRI in June 2005. Institutions and contacts now have distinct links to activist stories. IRNavigator not only provides an Activism Grade for each institution, but also links to empirical instances of activism
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Access Sell-Side Research via TheMarkets.com
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Disseminate News and Earnings Releases via an integrated Marketwire and IRNavigator CRM system
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Current News, Charts, and Quotes
IRNavigator brings together the latest technology, Ilios's proprietary ownership,
contact and profile databases and an integrated Contact Relationship Management (CRM)
offering into one solution. IRNavigator has been built using focus groups and client
feedback; everything from the data to the underlying functionality of the product has
been built with one thing in mind – to provide a product that is fast and easy to use
with comprehensive and accurate data.
 Hot Targets™ - Ilios's online quantitative targeting solution. Hot Targets™ combines fundamental and peer/sector-based models to produce a proprietary Hot Targets™ grade for institutions and funds.
Significant Features
- View how prospective shareholders rank by Hot Targets™' Fundamental Grade, and by IP Grade (Hot Targets™' proprietary peer/sector grade).
- Users of Hot Targets™ now have insight into how grades are compiled - grades are no longer a mysterious black box to corporate Investor Relations officers. The Hot Targets™ Fundamental Grade identifies how a shareholder scores for various fundamental categories, while the IP Grade adds additional peer/sector factors.
- Hot Targets™ also factors Ilios Surveillance into the Hot Targets™ Grade. More than just utilizing the latest current surveillance ownership, Hot Targets™ factors latest purchases and sells into its models, which drive and influence the Hot Targets™ Grade.
- In addition, Hot Targets™ features Purchasing Power, targeting by Metro Cities, and identification of key contacts.
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