Pardon our appearance
We are actively working to enhance your experience by translating more content. However, please be aware that the page you are about to visit has not yet been translated.
We appreciate your undertanding and patience as we continue to imporove our services.
Introduction
Learn how Workday leverages Nasdaq IR Insight® and Equity Surveillance to run a high‑impact IR program—combining investor‑level context, market intelligence, and AI to support confident decision‑making.
The Challenge
Managing Intense Investor Attention With a Lean IR Team
Workday operates in a highly scrutinized software sector and manages significant inbound investor interest—with a small, senior IR team. With only two core IR professionals supporting leadership, every interaction, meeting request, and market signal matters. The team needed to stay responsive to hundreds of investor and conference requests while preserving institutional knowledge and maintaining confidence in how they interpreted shareholder activity.
Prior to fully leveraging Nasdaq’s platform, managing this volume of activity—and ensuring consistency across outreach, surveillance, and internal reporting—was increasingly challenging.
-
Workday operates in a highly scrutinized software sector and manages significant inbound investor interest—with a small, senior IR team. With only two core IR professionals supporting leadership, every interaction, meeting request, and market signal matters. The team needed to stay responsive to hundreds of investor and conference requests while preserving institutional knowledge and maintaining confidence in how they interpreted shareholder activity.
Prior to fully leveraging Nasdaq’s platform, managing this volume of activity—and ensuring consistency across outreach, surveillance, and internal reporting—was increasingly challenging.
Stock surveillance is an art versus a science, and having the right partner behind the data is essential for a lean IR team.
Why Nasdaq: Technology Paired With Human Expertise
Workday looked for a partner that could deliver both advanced technology and trusted judgment. As Anne describes, equity surveillance is as much an art as a science, and having the right partner behind the data was critical for a small team.
Nasdaq stood out for two reasons:
Integrated insight: Combining investor‑level context with market‑level surveillance
Trusted partnership: Experienced analysts who bring confidence and context—not just raw data
How Workday Uses Nasdaq Today
Workday relies on both Nasdaq IR Insight and Equity Surveillance to run a more informed, efficient IR program:
IR Insight (CRM & AI tools)
- Acts as the system of record for investor history, notes, and management interactions
- Preserves institutional knowledge for current and future team members
- Enables fast, data‑driven responses to ad‑hoc questions from management
- Supports management time tracking and prioritization
AI‑powered capabilities have been a particular differentiator:
- Built‑in transcripts enable quick summarization of peer and competitor earnings calls
- AI helps surface themes, extract key takeaways, and support Q&A preparation—without manual review
- The IR‑specific AI persona reflects how IR teams actually think, unlike general‑purpose tools
Equity Surveillance
- Provides market‑level insight that complements investor‑level CRM data
- Helps interpret ownership changes and trading activity with expert judgment
- Builds confidence in decision‑making, even when data sources are imperfect
Together, these tools allow Workday to see who is engaging, how the market is behaving, and what that means—at the same time.
More Than Software: A Trusted IR Community
Beyond the platform, Anne highlights the value of Nasdaq’s IR community. Nasdaq‑hosted events and forums bring together IR leaders facing similar challenges, creating space for candid discussions on topics like AI narratives, analyst days, and investor expectations.
For Workday, this community reinforces confidence—not just in the tools, but in the partnership itself.
-
Beyond the platform, Anne highlights the value of Nasdaq’s IR community. Nasdaq‑hosted events and forums bring together IR leaders facing similar challenges, creating space for candid discussions on topics like AI narratives, analyst days, and investor expectations.
For Workday, this community reinforces confidence—not just in the tools, but in the partnership itself.
The Result: Confidence Today, Confidence Looking Ahead
With Nasdaq, Workday has built an IR foundation that combines:
- Investor‑level detail
- Market‑level awareness
- AI‑driven efficiency
- Human expertise and community
As Anne puts it, Nasdaq delivers both the technology and the people that help a lean IR team operate at the next level—today and into the future.
Interested in learning more about Nasdaq IR Intelligence?
Fill out the form to get in touch with the team.
We have received your request and will soon be in touch to schedule your time with an advisor. Nasdaq looks forward to helping you advance your investor relations intelligence efforts.
