Success Story:

About Fluor Corporation

Fluor Corporation (NYSE: FLR) is building a better world by applying world-class expertise to solve its clients’ greatest challenges. Fluor’s nearly 27,000 employees provide professional and technical solutions that deliver safe, well-executed, capital-efficient projects to clients around the world. Fluor had revenue of $16.3 billion in 2024 and is ranked 257 among the Fortune 500 companies. With headquarters in Irving, Texas, Fluor has provided engineering, procurement, and construction services for more than 110 years.

Meet Fluor's Investor Relations Coordinator

Dione Zinther is the Investor Relations Coordinator at Fluor Corporation. In her role, she manages day-to-day IR activities, coordinates investor meetings and conferences, and conducts research to support the team’s strategic communications with the investment community.

The two-person team at Fluor manages a robust IR program that includes approximately 100 one-on-one investor calls per quarter, as well as eight conferences, and three to four non-deal roadshows per year.

Why Fluor Made the Switch to Irwin

When the team at Fluor began evaluating IR solutions, they were looking for a platform that would be more intuitive and user-friendly than their existing legacy solution. Dione explains what drove the decision to switch:

Our previous solution was clunky. Irwin and FactSet are a lot more user-friendly and helpful. We did an extensive evaluation of the providers available on the market, and without a doubt, Irwin’s integrated solution and easy-to-use platform made it the right choice.

The power of an integrated solution

A key differentiator for Fluor was the integrated solution across Irwin, FactSet, and surveillance, offered through Irwin’s partnership with Okapi Partners. Having all three through one vendor eliminated the complexity of managing multiple provider relationships. Dione explains why this integration matters:

The best part is that everyone talks to each other. That is so important. I couldn’t even imagine having three different vendors and trying to figure out who you should talk to about different issues. There’s nothing that I have to worry about in terms of permissions or access; it’s all inclusive.

Streamlined Workflows for Conference Preparation

One of the most significant improvements for the Fluor team has been the efficiency gains in preparing for conferences and creating briefing materials. Previously, this process was time-consuming and required substantial manual effort.

Creating customized tear sheets and briefing books

Dione describes how Irwin transformed their conference and preparation workflow:

When we do a conference, I submit all the attendee information to the Irwin team, and we’re able to create our own customizable tear sheets. Instead of giving my management team an agenda for the conference that ends up being 100 pages, I can give them a page or two with the investor’s picture, their background, their ownership of Fluor, and our peers—just a streamlined view of the most important details.

The ability to quickly customize briefing materials has been transformational for how leaders prepare for meetings, providing them with exactly the information they need in a concise, digestible format.

Significant Time Savings Through Automation

Beyond improved briefing materials, Irwin has delivered meaningful time savings through features that eliminate manual data entry. Dione appreciates being able to send spreadsheets of meeting attendees directly to the Irwin Assistant team rather than logging each interaction individually:

It’s been very helpful to send a spreadsheet of who we talked to directly to the Irwin Assistant team to have it uploaded to our IRM for us. It makes a huge difference and really saves us a lot of time.

When it comes to time savings, Dione estimates that during busy periods like earnings and conference seasons, Irwin saves the team 30-40% of their time:

When it comes to earnings and conferences—the big stuff where you’re running around—Irwin easily saves me a good 30-40% of time because I’m not having to create agendas or tear sheets where I would have to manually pull all of that information, or enter each individual person or meeting into the IRM.

Enhanced Research Capabilities for Better Preparation

Dione uses Irwin daily to research investors, track market intelligence, and prepare the team for earnings calls and investor meetings. The integrated FactSet functionality has been particularly valuable for quickly accessing transcripts and research reports.

Preparing for earnings with peer insights

When preparing for earnings calls, Dione leverages FactSet to understand what questions peers have faced and how they’ve communicated similar topics:

Recently, we redid our press release structure, and I was able to go through with FactSet and start pulling up how our peers write their press releases and how they format their investor decks.

Dione also uses FactSet to understand how the market is reacting to peers to help structure narratives proactively:

When a peer’s earnings fall before ours, I can pull their earnings transcript up easily in FactSet and say, Okay, we might get hit with these questions.

Using AI-powered Search Intelligence

The team also uses FactSet’s AI-powered search intelligence functionality to quickly find specific information within transcripts and research reports, making it easy to stay informed without having to read through lengthy documents line by line.

I love that I can use the AI features within FactSet to ask specific questions about a transcript or report without having to review it line-by-line. It saves me a lot of time and allows me to surface the most relevant information.

Daily investor research

Dione describes her typical workflow in Irwin:

Most of the time during conferences or when we’ve been getting a lot of call requests from people we’ve never spoken to, I’m digging in Irwin trying to find out who they are, and determining if the conversation is a good use of time to pursue.

Comprehensive Market Surveillance with Okapi Partners

Market surveillance was a crucial factor in Fluor’s decision to switch to Irwin, as they had a long-standing analyst relationship with their previous provider. The transition was strategic and well-supported by the Irwin and Okapi teams.

A seamless surveillance transition

Dione explains how she approached the surveillance switch:

It was extremely important to us that a new surveillance provider was able to match the deliverables and the quality of work we were previously getting. Okapi has been amazing, they’re so on the ball, and they answer questions quickly.

One concern during any surveillance transition is maintaining continuity with existing services. The Okapi team ensured that Fluor would receive the same level of reporting and analysis they were accustomed to:

Our former analyst would provide board slides and reports at the end of each quarter, and Okapi has maintained that for us. They give me the information and data that I need to ensure we are well-informed about our stock, and the working relationship with them has been fantastic.

Exceptional Customer Service Across All Teams

When asked about the biggest difference between Irwin and their previous solution, Dione immediately pointed to customer service:

The customer service has been the biggest differentiator. I’m not intimidated to go into Irwin or FactSet because I know I’ve got a great support team that will help me figure everything out if I’m unsure about something.

This support extends across all teams—from the Irwin platform team to FactSet to Okapi surveillance. Dione appreciates the friendly, approachable nature of every interaction:

The support team on all sides has been amazing, everybody is so friendly and willing to help.

Building genuine partnerships

The relationships Dione has built with her account team have made using Irwin more enjoyable and effective:

I love working with my Irwin Account Manager. Even throughout our evaluation, the Irwin team was easy to talk to, which makes engaging with the platform that much better. I don’t dread using Irwin because I know I’m well supported; someone is always available to help me find what I need.

Dione's Advice to IROs Considering a Switch

I would definitely tell them this is the way to go. We evaluated other platforms, including legacy providers who had revamped their solutions, and I just kept coming back to Irwin because it’s so user-friendly. While the data is sophisticated, Irwin makes everything really simple to access and use, and I really appreciate that about the platform.

A well-rounded solution

Reflecting on the overall experience, Dione appreciates thatIrwin delivers on multiple fronts:

The platforms provide the same data, but Irwin has a more modern and user-friendly interface. The customer service combined with the team and the data provided—it’s a really well-rounded solution.