Investor relations is entering a transformative era. As technology reshapes industries across the board, investor relations professionals must adapt to new tools and strategies that enhance engagement, transparency, and efficiency. With earnings events, investor days, and other key IR events playing a critical role in building trust and conveying value, the integration of technology has become more essential than ever to drive valuation.
Here are the top trends shaping the future of technology-enabled investor relations events in 2025:
1. Hybrid Events as the New Standard
The pandemic accelerated the adoption of virtual meetings, and their benefits—wider reach, cost-effectiveness, and convenience—are here to stay. However, stakeholders still value in-person interactions for relationship building. In 2025, hybrid investor events, blending physical and digital formats, will dominate the landscape.
What This Means for IR:
- Companies must invest in platforms that provide seamless integration between in-person and online participants.
- Real-time engagement tools like live Q&A, polling, and chat functions will enhance virtual attendees' experience and interactivity.
Stella Jones, a North American manufacturer of pressure-treated wood products needed to enhance stakeholder communication and effectively convey key business messages. Together utilizing both the Lumi Platform and our purpose built Lumi Experience Venue in Canada we created a exceptional hybrid IR meeting experience. Read the full case study here.
“Using a hybrid event technology allowed the end experience to be fluid and impactful, and helped our audience take in and retain the intended message."
- Stephanie Corrente, Director of Corporate Communications at Stella-Jones
2. AI-Driven Personalization
Artificial intelligence is revolutionizing how companies prepare for and conduct IR events. From generating personalized invitations to analyzing investor behavior and feedback, AI enables tailored experiences for stakeholders.
What This Means for IR:
- Custom dashboards for investors will provide insights into key metrics they care about, enhancing their understanding of the business.
- AI tools can summarize earnings events in real-time, highlighting topics of interest to different investor segments.
3. Real-Time Analytics and Insights
Gone are the days of waiting weeks to assess the impact of an earnings event or investor day. Technology now enables real-time data collection and analysis, providing immediate insights into stakeholder engagement and sentiment.
What This Means for IR:
- Advanced analytics platforms can measure attendee participation, track engagement levels, and provide instant feedback on messaging effectiveness.
- Investor sentiment analysis tools can identify trends in stakeholder questions or concerns, enabling quicker strategic responses.
4. The Rise of On-Demand Content
Investors increasingly demand flexibility, and on-demand access to event recordings, presentations, and supplementary materials is becoming standard. Companies that provide easily accessible post-event content will have a competitive edge in maintaining engagement.
What This Means for IR:
- IR teams must ensure content is formatted for accessibility across devices and compliance with regulations like SEC rules.
- High-quality video recordings and interactive materials can extend the lifecycle of an event and reinforce key messages.
5. Enhanced Earnings Event Experiences
The traditional earnings event is undergoing a transformation. Technology is enabling companies to deliver more engaging and visually compelling events by incorporating multimedia elements such as video updates from CEOs, interactive financial presentations, and integrated investor tools. High-value production techniques, including dynamic camera angles, professional lighting, and crisp audio, are now being leveraged to elevate the overall event experience, making it as polished and impactful as a live television broadcast.
What This Means for IR:
- Companies should adopt platforms that seamlessly integrate multimedia elements to enhance the storytelling and visual appeal of their earnings events.
- High-quality production values, such as strategic camera angles focusing on executive speakers and key visuals, can keep audiences engaged and underscore the professionalism of the event.
- Tools like automated transcription, language translation, and captioning will broaden accessibility and improve reach for global audiences.
By combining cutting-edge technology with top-tier production, companies can transform their earnings events into impactful experiences that effectively communicate their strategy and inspire investor confidence.
In our recent webinar, Lumi Global's Chief Business Officer, Sylvie Harton, led a discussion with Steve Wade, Head of Content at IR Magazine, and Theódór Friðbertsson, Head of IR at Arion Bank. Together, they explored innovative approaches to modernizing Investor Days, offering strategies to enhance engagement and deliver impactful experiences. You can access the full webinar here.
6. ESG Integration in IR Events
Environmental, Social, and Governance (ESG) considerations are no longer optional. In 2025, investors expect companies to address ESG metrics during earnings events and investor days, with technology providing a seamless way to incorporate these elements.
What This Means for IR:
- Interactive dashboards displaying ESG performance will become a key feature of investor presentations.
- Virtual and hybrid platforms can incorporate live ESG reporting, enabling stakeholders to explore data in depth.
7. Enhanced Security and Compliance
As IR events become more digital, ensuring secure and compliant platforms is critical. Data breaches or unauthorized access can harm a company's reputation and investor trust.
What This Means for IR:
- IR teams must prioritize platforms that meet stringent security standards, including encryption and multi-factor authentication.
- Compliance tools integrated into event platforms can ensure adherence to regulatory requirements across global markets.
Conclusion: Embracing Technology for IR Success
The future of investor relations lies at the intersection of technology and human engagement. By adopting these trends, companies can transform investor relations events into dynamic, impactful experiences that drive stakeholder confidence and loyalty. Whether it’s through hybrid formats, AI-driven insights, or enhanced ESG reporting, technology enables IR teams to deliver the transparency and personalization investors demand in 2025 and beyond.
Are you ready to embrace these changes and redefine your investor relations strategy? You can read our blog on everything you need to know to run a successful investor day here. The time to innovate is now.
