
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.
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