Monitor AI Chat
An AI Chat built for Investor Relations
Monitor AI Chat
An AI Chat built for Investor Relations
Monitor AI Chat
An AI Chat built for Investor Relations
You’ve seen AI chats before
but not with this data behind it.
You’ve seen AI chats before
but not with this data behind it.
An AI chat with access to
Your share register, processed by Modular Finance
Modular Finance's accurate, granular and up-to-date ownership database
Your own investor CRM with events, notes and more
Analyst consensus, regulatory announcements and investor call transcripts and much more
By combining Modular Finance’s database with your investor CRM, Monitor AI Chat provides AI output you can trust, across more IR areas.
An AI chat with access to
Your share register, processed by Modular Finance
Modular Finance's accurate, granular and up-to-date ownership database
Your own investor CRM with events, notes and more
Analyst consensus, regulatory announcements and investor call transcripts and much more
By combining Modular Finance’s database with your investor CRM, Monitor AI Chat provides AI output you can trust, across more IR areas.
WHAT YOU CAN DO
Use Cases
Retrieve data, summarise information, identify trends or provide recommendations.
Applied across and combined through all areas of Monitor
Retrieve data, summarise information, identify trends or provide recommendations.
Applied across and combined through all areas of Monitor
Your Shareholders
Your Shareholders
Analyse current shareholders, recent developments and trends.
Analyse current shareholders, recent developments and trends.
Investors & Portfolios
Investors & Portfolios
Research investors and underlying portfolios.
Research investors and underlying portfolios.
Investor Targeting
Identify and prioritise investors with quality data.
Investor Meetings & CRM
Analyse your events, the content in them outcomes on holdings.
Investor Targeting
Investor Targeting
Identify and prioritise investors with quality data.
Identify and prioritise investors with quality data.
Investor Meetings & CRM
Investor Meetings & CRM
Analyse your events, the content in them outcomes on holdings.
Analyse your events, the content in them outcomes on holdings.
AND THERE IS MORE
Use Monitor AI Chat to analyse your analyst consensus, investor calls, bondholders, shortsellers, liquidity, insiders, buybacks and more
Use Monitor AI Chat to analyse your analyst consensus, investor calls, bondholders, shortsellers, liquidity, insiders, buybacks and more
COMBINING DATA
Where Monitor AI
Chat really shines
Where Monitor AI
Chat really shines
The most valuable analysis often comes from combining data sources in Monitor. Ask questions that span your register, your peers’ shareholders, your CRM and more, and you’ll get actionable answers no other AI tool can give.
The most valuable analysis often comes from combining data sources in Monitor. Ask questions that span your register, your peers’ shareholders, your CRM and more, and you’ll get actionable answers no other AI tool can give.
"Show changes in ownership after our investor meetings in the past quarter, in a table."
"Show changes in ownership after our investor meetings in the past quarter, in a table."
"Which New York funds own at least three of our peers, and which of them have we not met?"
"Which New York funds own at least three of our peers, and which of them have we not met?"
"Based on investor meeting notes and sell-side research from the past month, which questions might we get on our next earnings call?"
"Based on investor meeting notes and sell-side research from the past month, which questions might we get on our next earnings call?"
Available for all Monitor users on Desktop and in the Monitor App.
Available for all Monitor users on Desktop and in the Monitor App.
HOW TO USE MONITOR AI CHAT
HOW TO USE MONITOR AI CHAT
Prompt Guide & Library
Prompt Guide & Library
To help you get the most out of Monitor AI Chat, we’ve written a prompting guide and put together 150+ ready-to-use prompts you can filter and browse.
To help you get the most out of Monitor AI Chat, we’ve written a prompting guide and put together 150+ ready-to-use prompts you can filter and browse.
TOOL
TOOL
Prompt library
Prompt library
Find 150+ ready-to-use prompts.
Filter among topics and sub-topics to find the right prompt for you, or just to get inspired.
Find 150+ ready-to-use prompts.
Filter among topics and sub-topics to find the right prompt for you, or just to get inspired.
Find 150+ ready-to-use prompts.
Filter among topics and sub-topics to find the right prompt for you, or just to get inspired.
TO PROMPT FILTERING
GUIDE
GUIDE
Prompting Monitor AI Chat
Prompting Monitor AI Chat
A guide with best practises and 150+ prompts to get the most out of Monitor AI Chat.
A guide with best practises and 150+ prompts to get the most out of Monitor AI Chat.
TO THE GUIDE
MORE AI FOR IR
Other AI features
in Monitor
Other AI features
in Monitor
AI Notetaker
Record investor meetings. Automatically get a transcript and an AI-generated summary to your CRM.
AI Roadshow Import
Upload roadshow itineraries and quickly get meeting details imported to CRM.
Auto-log calendar to CRM
Automatically sync meeting details from your calendar to CRM.
AI Targeting Insights
Get a quick understanding and evaluation of investors and their potential.
LEARN MORE
About Monitor
Monitor AI Chat is free to use for all Monitor customers. Lear more about Monitor here.
Monitor AI Chat is free to use for all Monitor customers. Learn more about Monitor here.
Monitor AI Chat is free to use for all Monitor customers. Lear more about Monitor here.
A smarter IR platform,
with better ownership data
A smarter IR platform,
with better ownership data
A smarter IR platform,
with better ownership data
Elevate your Investor Relations, with a platform delivering all the features and quality shareholder data you need.
Elevate your Investor Relations, with a platform delivering all the features and quality shareholder data you need.
Elevate your Investor Relations, with a platform delivering all the features and quality shareholder data you need.
BOOK A DEMO
Birchin Court
20 Birchin Lane
EC3V 9DU London
