AI for investor relations workflows.

Amy helps investor relations teams organise approved company information into earnings preparation, investor materials, Q&A and reporting. Every output must remain subject to the organisation's legal, finance and disclosure controls.

What this use case solves

What this use case solves for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

The connected play

The connected play for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Agents involved

Agents involved for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Business context required

Business context required for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Outputs produced

Outputs produced for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Human checkpoints

Human checkpoints for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Integrations

Integrations for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

SOC 2 Type II controls

SOC 2 Type II controls for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Related roles

Related roles for this page is covered in the main content and grounded in Amy's Knowledge Hub with SOC 2 Type II controls.

Questions, answered

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Questions, answered

What is Amy for investor relations?

Amy for investor relations helps IR teams prepare earnings narratives, analyst Q&A, investor day materials and stakeholder communications from one controlled source of company context. It is built for teams that need speed without losing accuracy or governance.

How does Amy support the full investor relations workflow?

Amy supports quarterly narrative development, filing-aligned messaging, analyst question preparation, investor day planning, executive briefing, board-ready summaries and follow-up communications. Teams can focus more on judgment and relationships rather than document assembly.

Which Amy agents are most relevant for investor relations?

Investor relations teams can combine the Presentation Agent, Business Analyst Agent, News Intelligence Agent, Thought Leadership Agent, PR Agent, Email Agent and Company Dossier Agent. These agents help turn market signal and company context into clear IR materials.

What investor relations assets can Amy create?

Amy can create earnings narrative drafts, analyst Q&A prep, investor day deck outlines, board summaries, briefing notes, investor email drafts, FAQ documents, market signal summaries and internal prep materials.

How does Amy support governance in investor communications?

Amy works from approved company context, controlled messaging and structured workflows. This helps IR teams create drafts and prep materials while keeping final judgment, approvals and disclosure control with the responsible team.

See Amy work on your business.

Book a demo. We'll connect your website and show the agents working on your company in real time. Thirty minutes.