Spoiler: B2i Technologies has been perfecting the answers for 25 years.
Your investor relations website may be the very first conversation an analyst or shareholder has with your company. In 2025 it needs to do more than file documents on time; it must easily communicate your investment proposition, engage and convert — even when pre market rumors are rippling across social media. Use the six questions below to benchmark every potential vendor and see how B2i Technologies measures up.
Who Controls Content—You or a Ticket Queue?
Why it matters: IR moves too fast to wait for a ticket queue. Your team needs self service edits that don’t require developer skills, plus automation wherever possible.
What to ask vendors: Can a non technical user update content in under a minute? Are SEC filings, dividends and splits posted automatically? Can company branded email alerts go out without copy paste gymnastics?
How B2i delivers: The cloud based IROffice CMS offers point-and-click editing and real time data feeds. Send company branded alerts to subscribers either automatically or manually – your choice.
Will My IR Site Feel Like My Brand—or Your Template?
Why it matters: Investors judge credibility subconsciously through load times, visual polish and brand consistency.
What to ask vendors: Will the site fully brand match across mobile and desktop? Do we have design control or do we need to pick a template?
How B2i delivers: Our design process begins with your brand guide, not a cookie cutter theme. Interactive modules drop in seamlessly and render consistently across browsers and devices. See live examples here.
Will I Talk to Humans Who Speak “IR,” Not “Ticket #1234”?
Why it matters: When you need guidance, you need an experienced support team, not a generic help desk agent who cannot answer questions regarding your website.
What to ask vendors: Will I have a named IR savvy account lead that is able to answer my questions or assist with any help that I need? Is there support on earnings day?
How B2i helps: Clients reach U.S based IR technologists with over two decades of experience– who resolve most requests right as they come in, or even while on the phone, not within the standard 24 hours. Meet the team here.
Will the Platform Let Me Integrate on My Terms?
Why it matters: You may love your current corporate site and just need an IR center. Forced, stand-alone, hosted IR websites waste time and money.
What to ask vendors: Do you offer an API or WordPress plugin so Stock Info, SEC Filings and Press Release widgets can drop into any CMS? If we do move hosting later, can we keep the same data modules?
How B2i delivers: B2i’s SaaS and DaaS includes a Data Module API and WordPress plugin that allow real-time IR data to plugin to any website. You can start modular, migrate later, or stay hybrid forever.
Do You Embrace a Collaborative, Win-Win-Win Approach?
Why it matters: IR often spans internal teams, outside counsel, transfer agents and PR firms. A vendor that collaborates across all of your teams helps minimize operational friction.
What to ask vendors: Will you work directly with our developers, IR firm or filing agent? How do you ensure all parties stay in sync during launches and updates?
How B2i delivers: B2i’s collaborative business model is built to engage issuers, web developers and IR agencies alike—creating a “win-win-win” relationship that speed projects and magnify ROI.
Is Pricing Modular and Predictable—or a Premium “Platform” Bundle?
Why it matters: Hidden “platform” fees, change fees, and mandatory bundles can inflate annual spending.
What to ask vendors: Is pricing modular, so we only pay for what we use? Can you provide documentation outlining the operational costs and the conditions under which change fees apply?
How B2i delivers: B2i is modular by design, allowing you to utilize just the pieces you need, trimming overhead while preserving future flexibility. Operational costs are straightforward and transparent, with no change fees for routine updates or layout changes. Any design work outside of standard services is quoted in advance for approval.
Will the Solution Scale as We Grow?
Why it matters: IPOs, micro-caps, and even some small caps eventually need more data modules such as ESG microsites and document areas such as quarterly financials, calendars, and more.
What to ask vendors: Does your pricing scale sensibly with the addition of other services?
How B2i delivers: B2i’s scalable, modular architecture lets you add new data feeds as needed. In addition, B2i partnerships offer many other digital IR services such as wire services, news release writing, IR deck designs, Interactive Analyst Centers, etc., for those companies not ready for a full IR engagement. Flexibility is key.