INTELLIGENCE ON DEMAND

AI for Investor Relations

AI built for IR — grounded in the data you already trust. Surface themes from your activity history, get source-linked answers from global filings, and tap into the broader FactSet AI ecosystem. All without leaving the platform.

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Illustration of Irwin's AI Assistant prompt set on a green background.

AI that works the way IR works

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Built for IR moments

Curated prompts for earnings prep, relationship review, and event planning — not a general-purpose chatbot retrofitted for IR.

Grounded in your data

Every insight traces back to your activity log, your tags, your notes. No hallucinated names. No fabricated themes.

Connected to FactSet

Tap into the broader FactSet AI ecosystem — source-linked answers across transcripts, filings, and broker research — without changing platforms.

YOUR ACTIVITIES — WORKING FOR YOU

Irwin AI Insights

Open Irwin AI Insights from any IRM view and ask about themes, gaps, and engagement signals across your activity history. Curated prompts return structured insights in seconds — grounded in the data you already trust.

Surface earnings prep themes across 90 days of meetings. Spot which key investors have gone quiet. See engagement frequency mapped against position changes. The intelligence was always there. Now you can ask for it.

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Instant Context

AI Summaries

Instant context, on every profile. AI Summaries analyzes the past interactions logged against any investor — surfacing themes, concerns, sentiment, and trends in seconds. Walk into every conversation with the full history at your fingertips.

Where Irwin AI Insights answers questions across your full activity log, AI Summaries answers the one that comes up before every meeting: what's the story with this investor?

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POWERED BY FACTSET

The broader FactSet AI ecosystem, available where you work

Irwin is a FactSet Company — which means our AI doesn't stop at the IRM. Tap into the AI capabilities trusted by 200,000+ investment professionals to research, analyze, and act on the same data your investors use.

EVERY CLAIM, SOURCED

Transcript Assistant

Analyze earnings calls and conference transcripts with AI that cites every claim. Spot management commentary themes, surface peer read-throughs, and get the context that informs your messaging — with source-linked excerpts you can trace back to the exact paragraph.

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ANSWERS YOU CAN CITE

AI Document Search

Search across transcripts, filings, news, and broker research with natural language. Get source-linked summaries you can trust — and click through to the underlying excerpt every time. The kind of question that used to take an afternoon, answered in seconds.

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NO TAB-SWITCHING

The FactSet data you trust, in the tools you already use.

With Model Context Protocol (MCP), FactSet's market data is accessible to the AI tools your team already uses — Claude, ChatGPT, and others. Pull estimates, ownership, transcripts, and filings into any agent workflow, with the same source data that powers analyst reports and investor decks.

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“Being able to identify investors, peers, and other audiences visiting our website adds a helpful layer of context. For example, we can track the success of our recent corporate publications, such as a new ESG report, or identify visitor trends around earnings or corporate events. Irwin IQ goes beyond just anonymized website traffic; it allows us to identify investors who might be interested in our story, which adds a lot of value.”

Quentin Weber

Senior Advisor of IR

WSP Global

"We find it insightful to see who is visiting our website and what content they’re looking at. It allows us to better understand who is visiting our site and what they’re looking for and improve areas based on the information we receive. The weekly reports of visitors is also very helpful as it gives us an opportunity to follow-up with visitors and potential new leads. Having that tool and that ability to see where people are going and what they're looking for has been extremely valuable for us."

Melissa Mackie

Investor Relations Manager

Denarius Metals

“We use Irwin IQ to keep an eye on any potential activists. With IQ we can see how much time a particular firm has spent on our website, and what content was viewed, so it’s really good proactive insight for us.”