Company: Q4 Inc., New York, NY
Nomination Submitted by: Three Rings
Company Description: Q4 is a leading provider of IR Ops software—giving investor relations (IR) leaders and their teams the tools to attract, manage and understand investors: all in one place. Q4’s AI-enabled platform includes an IR website management system, events software (e.g., for hosting earnings calls), robust analytics, an investor CRM, and shareholder intelligence to elevate investor-targeting strategies.
Nomination Category: New Product & Service Categories
Nomination Sub Category: Financial Services
 Nomination Title: The Q4 Platform
- Which will you submit for your nomination in this category, a video of up to five (5) minutes in length about the nominated new or new-version product or service, OR written answers to the questions for this category? (Choose one):
Written answers to the questions
- If you are submitting a video of up to five (5) minutes in length, provide the URL of the nominated video here, OR attach it to your entry via the "Add Attachments, Videos, or Links to This Entry" link above, through which you may also upload a copy of your video.
N/A
- If you are providing written answers for your submission, you must provide an answer to this first question: If this is a brand-new product, state the date on which it was released. If this is a new version of an existing product, state the date on which the update was released:
April 16, 2024. Please see press release, included in supporting materials, on platform launch and AI features.
- If you are providing written answers for your submission, you must provide an answer to this second question: Describe the features, functions, and benefits of the nominated product or service (up to 350 words):
Total 348 words used.
At public companies, quarterly earnings prep is—in a word—HECTIC. With tight deadlines, investor relations (IR) leaders must tackle it all: analyzing financial results, drafting earnings scripts, preparing investor materials, anticipating Q&A, rehearsing for the call, and—afterward—monitoring feedback from media, analysts and investors. No rest for the weary... three months later, it’s rinse-and-repeat!
To help IR pros manage the entire earnings lifecycle, Q4 introduced the Q4 Platform—powered by secure AI to expedite, automate and improve on many of these time-consuming activities.
Q4’s platform includes tools to:
- Create/manage IR websites—posting financial disclosures/reports and other key info.
- Host virtual earnings calls—with Q4 powering 4,400+ last year.
- Manage investor interaction data—so companies target the right investors.
- Understand a company’s shareholder base—and analyze behavioral/on-site data.
AI underpins and connects all components to deliver comprehensive, cohesive, real-time insights. IR pros can:
- Use AI to draft earnings scripts in minutes, not days—based on their company’s press releases, financial data/results, and other info fed to the system (all secure). Content emulates desired tone and sentiment.
- Stay up-to-date on peer/competitor activity—with AI-generated summaries of earnings transcripts, news and Q&A: eliminating hours of research/summarization and unveiling opportunities for investor outreach (e.g., identifying recurring/missing participants across earnings events).
- Predict likely questions from financial analysts—with rapid, AI-powered analysis.
- Drive strategic decision-making. New functionality (currently in beta; general availability mid-2025) uses generative AI to process public data, a company’s material non-public information (e.g., internal reports, meeting notes, calendar details) and their Q4 Platform data (e.g., engagement analytics) to surface high-impact insights, which can be pinned and kept front-and-center. E.g., Q4 can generate and automatically update/personalize an IR pro’s “Earnings Tasks for the Week,” “Top 5 Ways to Increase Our Company’s Valuation,” “Analysis of Our Stock Price Drivers,” etc.
While IR pros often wrangle with tangled, overly complicated tech stacks—composed of disparate “point solutions” that don’t play nicely together or exchange data in real time—Q4’s holistic approach eliminates data silos. The result: immediate, AI-driven insights spanning all facets of IR—saving teams from menial tasks; improving reporting accuracy/consistency; and aiding IR during earnings and beyond.
- If you are providing written answers for your submission, you must provide an answer to this third question: Outline the market performance, critical reception, and customer satisfaction with the product or service to date. State monetary or unit sales figures to date, if possible, and how they compare to expectations or past performance. Provide links to laudatory product or service reviews. Include some customer testimonials, if applicable (up to 350 words):
Total 348 words used.
More than 2,600 companies—including McDonald’s, [REDACTED FOR PUBLICATION], Visa, Netflix, Spotify and half of the S&P 500—rely on Q4 for the data, workflows and insights they need to manage earnings, improve stakeholder communications, and increase their company’s market valuation.
Q4’s consolidated, AI-driven platform has been well-received—giving organizations such as these the tools to attract, manage and understand investors, all in one place.
In particular, companies have put a huge dent in the time they sink into earnings prep—data shows IR pros spend 50+ hours on this quarterly. Q4’s AI is proven to shave off 1/4 of that—12 hours—helping with script-writing and more.
Testimonials and other results include:
- With Q4’s AI platform and analytics driving engagement, video game company Electronic Arts (EA) now sees visitors spend 65% more time on its IR homepage and 71% more time on financial results—with monthly visitors up 6%.
- Felix Veksler, head of investor relations, Monro: “We sit on top of a universe of data. Every earnings call transcript, analyst question, investor engagement—we can process it all and use secure AI to ask questions like: ‘What are the top 10 questions analysts are likely to ask during our earnings Q&A?’ ‘What themes will they focus on?’ That’s where the power of a single, AI-driven platform like Q4’s is incredibly beneficial to us…I consolidated a lot of our tech stack behind Q4. Right away, by consolidating, I was able to create efficiencies.”
- Belinda Overdeput, senior director of IR, PROS Holdings, Inc.: “Q4 gives us a full picture of how investors view PROS, what content drives the most engagement, and how investors move through the shareholder base. Having all this data connected makes me a more informed IR officer. With disconnected tools, it would be much harder to gather insights and stay ahead of investor behavior.”
- [REDACTED FOR PUBLICATION]”
- You have the option to answer this final question: Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 250 words):
Thank you for reviewing our supplemental materials! They speak to:
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The power of Q4’s AI and unified platform in providing immediate, actionable intelligence; saving time; and reducing risk. Please see links for Q4 Platform press releases 1 and 2—describing the impetus for the platform, its unique/consolidated approach, and the benefits. Please also see links for “Harnessing AI in IR” whitepaper, “Consolidating IR tools” eBook, and “AI-driven IR Ops” eBook with key use cases, benefits and quotes.
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Customer use cases and satisfaction. [REDACTED FOR PUBLICATION] Also, the aforementioned links to Q4’s “AI in IR” whitepaper and “Consolidating tools” eBook provide customer quotes/examples. E.g., “I consolidated a lot of our tech stack behind Q4 because I know them as a trusted partner. … And because we work with one trusted vendor now—not 15 or 20—I can leverage Q4’s knowledge and deep insights across our program as a whole. Consolidating vendors has been beneficial from a data security and privacy aspect too.”—Felix Veksler, Head of IR, Monro
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