Nasdaq IR Insight® Info Center


Getting Started with IR Insight
The goal of this webinar is to get you familiarized with navigating the platform. It will also empower you to configure IR Insight to suit your needs.

Improved Report Manager: Learn How To Use the New Reporting Tool

Tried our new reporting workflow? The new report builder takes you through a step-by-step process to build Contact, Firm or Activity Reports. More output options across all Build-your-own reports, including more contact and event data. We recently added the new My Activity / Events Build Your Own, Firm Interaction, and Contact Interaction templates to the report section.

Goal Tracking: Keep Your Team Focused for the Year Ahead

As the year ends, you may want to start thinking about your IR goals for 2022. Having clear goals will set you up for success. This webinar will focus on IR specific goals that you can create and track within IR Insight. It will be your guidepost to make sure that you are on track and progressing towards your goal.

Excel Add-in: Download, Installation, Overview

IR Insight’s Excel Add-in is a powerful time saving tool for compiling IR Insight data into Excel. This webinar will focus on the basics to get you familiarized.

Nasdaq ConnectIR: Removing The Friction Of Scheduling Meetings

Market and regulatory changes, such as MiFID II, are having real-time effects on IR teams globally. IR teams are engaging in more direct buy-side and sell-side outreach than ever before. Now, Nasdaq IR Intelligence offers ConnectIR, helping IR teams be more efficient, save time and maximize the effectiveness of their IR programs.

Excel Add-in: Deep Dive

This webinar will focus on specific categories in the Function Lookup such as Companies, Firms, Funds and Contacts.  Learn how to build your own set of Nasdaq Add-in formulas.

What's New? IR Insight Enhancements
Join us for a webinar on the recent enhancements in IR Insight. One of our Client Success Managers will highlight the key features released in December.


Market Intelligence - monitor stock performance of your company & peers, utilize other market instruments

Utilize Market data via Dashboard, Quote Monitor or interactive charting tool, monitor news

Investor Profiles & Briefing Books

Access detailed profiles for institutional contacts. Learn about different types of Investor Profiles and download options (PDF, Excel, Word). Download Briefing Books for your roadshows

Messaging: Send easily & track success from blast messages
Send out press-releases, invitations or any other branded (personalized) communication to your distribution lists as a blast message. Track delivery of your message

Corporate Events (Street Events database) & Transcripts

View company and industry events. Access insight from corporate events through transcribed calls including Q&A. (Set up your calendar to follow your peers corporate events like earnings. Download the transcripts of corporate events )

Getting Started with IR Insight

The goal of this webinar is to get you familiarized with navigating the platform. It will also empower you to configure IR Insight to suit your needs.

End of Year Reporting & Goal Setting for 2022
Join this webinar to learn How to extract relevant data to measure your IR effort and set up you upcoming goals for 2022

Passive IQ - Understand indexes and passive investment through IRI

passiveIQ™ is an award-winning tool built to help today's IROs understand the trends in passive index ownership, identify which indices are most important for you and understand why you might not be included in certain indices. Available via Nasdaq IR Insight®, you’ll be able to benchmark passive ownership relative to your peers and provide management reports on the indices that have capital in you and your peers.

Sell-side sentiment - monitor broker research, consensus & detailed estimates

Understand sell-side sentiment with real-time research; Analyze consensus and detailed estimates for your company and peers

New Training Sessions

We encourage you to contact our service team to discuss how you can become a Nasdaq IR Insight client.

Are you a current Nasdaq IR Insight client with questions about the platform or interested in learning more about Nasdaq Advisory Services or other Corporate Solutions products?

Please feel free to contact us at:

Your personal data will be processed in accordance with our Privacy Policy