AI At Work: Tackling the Jobs to Be Done in IR

Hosted by Irwin and FactSet with NIRI San Francisco.

In this webinar, we explored how AI is transforming IR work and examined how teams are actually using it in their day-to-day operations.

This panel featured IROs who shared their experiences actively testing AI across core workflows—targeting, meeting analysis, earnings prep, and reporting.

In this session, we discussed:

1. Where to begin: Starting small with secure LLMs and existing IR tools
2. Data security: Using closed environments to control AI inputs
3. Meeting notes: Transcribing and summarizing investor questions with AI
4. Earnings prep: Analyzing transcript sentiment and suggesting improvements
5. What's next: Exploring AI agents for end-to-end workflows
   

Speakers:

Justin McShane, Director of IR, Pfizer
Alexandra Kingery, Director of IR, Salesforce
Michael Travers, Director of IR, Xylem
Tim Leahey, Director of Product Management, FactSet
Mark Fasken, Irwin, a FactSet company

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