Processes

Communicate with shareholders

How communicate with shareholders are reshaped as AGI capability advances.

ProcessesCommunicate with shareholders
Communicate with shareholders — illustrated

The bottom line

Roughly 85% of the work in Communicate with shareholders is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.

Why: With no seeded child occupations, this score is derived from the APQC description and lens ('Build investor relationships'). The activities described—drafting shareholder letters, holding quarterly earnings calls, and communicating via email—are entirely information and knowledge work, placing this firmly in the digital band.

grounded in the economy graph · digital scalar 0.85 · digital

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How the work flows

Trigger: A scheduled financial reporting period ends or a material corporate event requiring investor disclosure occurs.

  1. Consolidate financial and operational performance data
  2. Draft communication materials including earnings scripts and letters
  3. Review materials for regulatory compliance and strategic alignment
  4. Distribute disclosures via regulatory filings and press releases
  5. Host shareholder events such as annual meetings and earnings calls
  6. Field inquiries and conduct follow-up discussions with investors

Outcome: Shareholders receive timely, compliant updates regarding the company's financial performance, strategic direction, and governance.

Measured by

Disclosure Compliance RateShareholder Satisfaction ScorePreparation Cycle TimeInvestor Query Response Time