use of AI upstream to the issuer and your agent. Te more consistent and standardized your communica- tion becomes, the less costs are borne downstream.” Shilton noted, “You are writing for two audi-


ences—machines and humans. Te machines can react much quicker than the humans. Tere’s the trading that happens, and then there’s the investing. It’s helpful to remind CEOs and CFOs and others of that dynamic.” She cited an example of a sell-side firm that said,


“We are using generative AI to write three reports before each of your earnings calls covering meet, beat, and miss scenarios. So then we will be ready to go in two seconds when you put out your actual earnings report. In another example, one of my cli- ents used AI to write a 42-page initiation report in 10 minutes. Obviously there were some inaccuracies, but it’s very quick. You have to know your audience and what they’re doing.”


How AI Transforms Tactical IR to Enable Strategic IR In “Reclaim Your Day: How AI Transforms Tactical IR to Enable Strategic IR,” speakers Evan Pondel, Founder/CEO of Triunfo Partners, and Marc Sil- verberg, Managing Partner, Global Head of Energy, Clean Tech & Industrials at ICR shared practical use cases for AI. Gregg Lampf, Vice President, Investor Relations at Ciena Corporation, virtually showcased an AI-generated ESG content comparison using Google NotebookLM, and Shivani Kak, Head of Investor Relations at Moody’s Corporation, virtually demonstrated her company’s customized Copilot for internal data analysis. Lampf showed how 50 sources in a variety of for-


mats (Word documents, PDFs, websites, etc.) can be uploaded to the free version of Google NotebookLM. It is also capable of searching the web for additional sources on certain topics. “We always have to remember that these tools


can hallucinate a bit, although that’s been getting a lot better,” Lampf said. “When you focus it just on the sources you’ve uploaded, the chances of hallucina- tion are much less.” Lampf then demonstrated how AI can use these sources to analyze reports. He showed how Note-


ni ri .org/ irupdate


Leading AI Platforms


Many AI platforms have emerged and gained popularity in recent months and years. Following is a list of Evan Pondel’s favorite AI platforms. • ChatGPT (OpenAI): The most widely adopted, used for content creation, research, brainstorming, and general problem-solving across departments.


• Microsoft Copilot: Integrated into Microsoft 365 (Word, Excel, PowerPoint, Teams), making it popular in enterprise environments already using Microsoft tools.


• Google Gemini: Strong adoption among Google Workspace users, useful for research, content generation, and integration with Google services.


• Claude (Anthropic): Growing rapidly among professionals who need nuanced analysis, long-form content, and complex reasoning tasks.


• GitHub Copilot: Dominant among developers and technical teams for code generation and software development assistance.


bookLM analyzed a sustainability report written by Ciena’s environmental, social, and governance subject matter experts, comparing it against industry peers to identify opportunities for Ciena and show how the company stands out positively from disclosure and metric perspectives. “From there, you can proceed to different types


of analysis,” he said. “You can quickly query these sources and create a briefing document, an FAQ document, a timeline or even a study guide. You can also use it to learn about a new topic.” Kak demonstrated how Moody’s created a custom-


ized version of Microsoft Copilot that lives in-house on company servers, which means they can prompt it with material non-public information. Pondel believes this is the type of platform companies will be moving toward in the future. Te Moody’s IR team has access to the program,


which contains complete transcripts, Regulation Fair Disclosure conversations, and hundreds of other documents going back to when the company went public in 2000. “It’s a quick way of us researching what we have


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