AI at Work Tackling the Jobs to Be Done in IR

Webinar Hosted by Irwin (https://www.getirwin.com/), FactSet (https://www.factset.com/) and NIRI San Francisco (https://nirisfbayarea.org/) AI is changing IR work, but how are teams actually using it day-to-day? This webinar provides actionable guidance for investor relations professionals exploring AI integration into IR workflows. Topics include AI adoption strategies, data security protocols, earnings preparation automation, sentiment analysis, peer benchmarking, meeting transcription, and AI agent deployment. Speakers from Pfizer, Salesforce, Xylem, and FactSet share real-world implementations, ROI examples, challenges with AI hallucinations, and best practices for starting small while building confidence in AI-powered IR solutions. 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 Timestamps: [0:00-3:30] Panel Introduction and Context [1:40-5:15] Where IR Teams Should Begin with AI Implementation [5:15-11:45] Managing Confidential/Sensitive Information with AI Tools [11:45-18:00] Use Cases for AI [23:30-27:00] Where to Use AI Agents in IR [27:00-30:00] Using AI to Prepare for Earnings Season [30:00-34:30] Using AI to Maximize Impact [34:30-35:40] Using AI to Summarize Analyst and Peer research [35:40-46:00] Accuracy and Dependability of AI Agents [39:20-46:21] AI for Meeting Transcription & Note-Taking