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b2i Technologies, Inc.

b2i Technologies, Inc.



Founded in 2000, b2i Technologies, Inc. is one of the most successful technology leaders in the investor relations industry. Our core investor relations suite -- B2I® CRM -- is the secret behind many award-winning consulting firms.  

The benefits of B2I® CRM can be divided into four categories, website solutions, contact solutions, communication solutions and board-level reporting solutions.

Web site solutions for IR

  •  Award winning website design and hosting for IR sections and entire sites.
  •  “Point and click” web site management from anywhere for SOX 409 compliance.
  •  Save work in pending mode for management & counsel review before publishing.
  •  Website visitors and their activities automatically added to contact manager.
  •  Automated quotes, charts, SEC filings and news feeds tied to email & fax blasting.
  •  Convert PDF or PowerPoint to HTML into your website with a mouse click.
  •  Interactive annual reports.
  •  Online survey and perception analysis tools integrated into website and emails.
  •  Fully compliant Corporate Governance websites with “point and click” updates.

 Contact solutions for IR

  • Online, on-demand multi-user contact manager.
  • Unlimited users with independent access rights for SOX 404 compliance.
  • Each contact’s website activity is automatically added to contact notes.
  • “Point and click” management of email, fax and mailing lists.
  • Self-cleaning email and fax features with automated “Do Not Contact” list.
  • Automated label creation for IR kit requests with optional fulfillment.
  • Import/export your contacts using Excel or CSV files with a single mouse click.
  • Prioritize and track follow-ups for yourself or other group members.

Communication solutions for IR

  • IR event conference calls; winner of 2005 Frost & Sullivan Service Award.
  • Audio webcasts with “point and click” control over slides and web page content.
  • Beautiful, interactive email for press releases and investor newsletters.
  • Cost-saving, on-demand fax blasting with customizable cover sheets.
  • Online virtual road shows with automatic “push” slide transition.
  • Online audio interviews for audio biographies and press release events.
  • Podcasting of audio events.
  • Investor videos for websites and distributable media.
  • Conversion of your information to RSS feeds with distribution 21 million audience.

 Board-level reporting solutions for IR

  • Create virtual advisory boards with online polling tools.
  • All activities by each B2I® CRM user is logged for SOX 404 compliance.
  •  Detailed website traffic and analysis with visitors tied to your contact manager.
  •  Real-time graphs of survey and perception responses with drill down to contacts.
  •  All data stored for seven years for SOX 802 compliance.