More Time for Investors

From conversations to automatically structured notes

What is said in investor meetings is key intel into investors' concerns, useful for follow-up, sentiment analysis, or preparing for future meetings. But systematically capturing those conversations was a challenge for Quilter. Notes could be written up days later, in whatever format the person taking them preferred.


With Monitor's AI Notetaker, Quilter can now record meetings and they are automatically turned into a transcript and an AI summary, connected to the right meeting and investor in their CRM.

"It solves two problems for us at once, everything lands in one place instead of scattered notes, and what is there is a full, structured transcript and summary rather than someone's partial recollection.

Every meeting now has a complete, accurate record within minutes, before, only some meetings got written up, and rarely on the same day."

That same record also changes how the next meeting gets prepared for, briefings now start from what a holder actually said last time, not from what the team remembers of it.

"Going into a follow-up meeting, we can pull up exactly what was discussed and agreed on last time instead of relying on memory or someone's shorthand.

It makes our preparation sharper and our conversations with investors more consistent over time."

Staying more present in the room

Because the AI Notetaker runs in the background during investor meetings, the team no longer splits attention between listening and writing during a meeting.

"On a roadshow day with four or five meetings back-to-back, that means no time lost between meetings trying to catch up on notes. We're listening to the investor instead of racing to write down what they just said.

It's made us more present, and that makes for better meetings, both for investors and for us.”

Keeping the CRM up to date without the admin

An investor CRM is only as good as the effort put into maintaining it. Logging meeting information like participants, institution, organisers, time, and location can be time-consuming for many IR teams. At the same time, it's essential to have an overview and structure of the IR team's impact.



Since starting with the Monitor IR Platform, Quilter has changed its way of working and cut the time spent logging meetings.
By using the features “Auto Logging Calendar to CRM” and “AI Import of Roadshow Itineraries”, meeting details are synced and linked to the correct investors directly in the CRM, either straight from the calendar or from roadshow PDFs.

“We see transactions and ownership changes identified far more frequently than before. The data is updated on an ongoing basis, which means we are alerted to new shareholders and movements in our register much earlier”.

Shareholder data is not only about frequency; it’s also about the granularity of analysis and the comprehensiveness of the information available.

“The value lies in the level of detail. With more shareholders identified, clearer insight into ultimate beneficial owners, and better visibility of movements in both our stock and peers, we can truly understand how our investor base evolves.

That helps us prioritise our efforts in a much more structured and informed way”.