Step 01: Capture
Determine what data you need to utilize to fulfill your business, strategic, and/or financial goals. Locate or begin collecting required data.
Important concepts to consider:
Data, data sets, and data systems
Data hygiene, data scrubbing, data quality, “clean” data
Step 02: Connect
If your data is disparate in systems, the next step is to extract a selection of data sets from those systems and perform manual analysis.
Important concepts to consider:
Dashboard
Legacy systems
Siloed systems
Step 03: Consolidate
Consolidate data sets from different systems into a single platform for higher level insights.
Important concepts to consider:
CRM/CRM system
Data optimization
Investor targeting
Structured/unstructured data
Virtual event
Step 05: Take action
Combine your professional IR expertise with system-created insights to determine if, when, and how to take action.
Step 04: Synthesize
Synthesize data from multiple, seemingly incongruent data sets in order to analyze them in new ways and create unique insight. This is the core of behavioral analytics.
Important concepts to consider:
Artificial intelligence
Data analytics, business intelligence, and engagement analytics
Data modeling
Machine learning
Engagement Analytics
You’ve heard the term behavioral analytics or engagement analytics, and you’ve probably begun to consider how it benefits you as a capital markets professional. But have you ever wondered how to “do” engagement analytics? At Q4, we believe its adoption across the markets has the profound potential to connect us in ways we haven’t yet seen. But we also understand that it's a process that requires the orderly, sequential completion of a few foundational steps to fulfill its transformative potential. This infographic outlines the main stages in the engagement analytics journey ahead.
Engagement Analytics
Don’t go it alone.
Q4 can help you assess your current situation and strategize how to move forward.
Click the icons for more information.
Step 01
Step 02
Step 03
Step 04
Step 05
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