This week we announce the launch of Versance Agency, a new multi-client layer that allows investor relations firms to manage all of their issuer clients from a single, secure environment and deliver AI-supported services with accuracy and auditability. Built on the Versance platform, Versance Agency brings compliance-grade reasoning, evidence-based answers, and governance controls directly into the advisory workflow, giving IR teams the tools they need to meet rising expectations for speed, precision, and disclosure alignment.
AI adoption inside public companies is accelerating, but investor relations teams sit in a uniquely difficult position. They face pressure to integrate AI into their workflows, yet most tools available today were not designed for regulated disclosure. At the same time, IR teams must manage more investor touchpoints, more digital communication channels, and rising expectations for speed and accuracy. All of this has to happen without adding legal overhead or risking disclosure misalignment.
This is the environment Versance built its platform for. Today, the launch of Versance Agency extends that mission to the advisory and agency layer. IR firms, agencies, and partners can now manage multiple public-company clients from a single, secure environment and deliver AI-supported services with confidence.
Versance Agency is a new multi-client layer that allows IR firms to embed compliance-grade AI into their existing programs. It gives teams the control, governance, and data separation they need, combined with the accuracy, provenance, and auditability that public markets require.
Why IR Firms Need a Multi-Client AI Platform
Investor relations teams are being asked to do more with less. They are expected to respond faster, publish across more channels, support broader investor engagement, and provide deeper research and insights. At the same time, they must protect the company from regulatory risk.
General-purpose AI tools cannot support this. They do not understand disclosure rules, time sequencing, or where official truth lives. They cannot guarantee provenance. They cannot provide audit trails that stand up to scrutiny. They were not built for public-company communication.
Versance Agency addresses this gap by giving IR firms AI that is grounded in each issuer’s filings, disclosures, and corporate materials. Every answer is document-linked. Every output reflects the most recent version of the public record. The reasoning system avoids speculation and surfaces uncertainty when evidence is incomplete.
This is what makes the technology suitable for regulated environments.
What Versance Agency Allows IR Firms To Do
Versance Agency sits on top of the existing Versance platform, giving IR firms access to the full application suite with multi-client controls, role-based permissions, and client-specific output libraries. Agencies decide how to package and deliver services. Versance provides the evidence-backed AI underneath.
Capabilities fall into three groups.
1. Investor-Facing Assistants
These tools allow IR teams to deliver AI-driven investor engagement safely, using each issuer’s own disclosures.
An IR Agent for investor Q&A with document-linked citations
Investor Research Assistant for structured exploration of company materials
These assistants help investors find answers quickly, while ensuring everything is tied to official information.
2. Communications and Workflow Tools
These applications help IR teams and agencies move faster without sacrificing accuracy or compliance.
Public Company CoPilot for briefing materials, Q&A prep, and filing summaries
News Release Authoring Assistant for drafting disclosure-aligned releases
Social Media Authoring Assistant for generating investor-appropriate social content
Each tool reinforces consistency, tone alignment, and disclosure correctness across channels.
3. Compliance and Intelligence Tools
These tools give IR teams the ability to audit information, surface risks, and understand sentiment trends.
Compliance and Disclosure Assistant for reviewing drafts of releases, FAQs, web copy, and social posts
Analytics and filings research tools for SEDAR and EDGAR
Natural-language searches that return results grounded in official filings
These functions help IR firms support clients with more sophisticated insights and governance.
Multi-Client Management and Governance Controls
Versance Agency introduces several features designed specifically for IR firms and advisory groups.
A single dashboard for managing many issuer clients
Role-based access across internal teams
Strict data separation between clients
A library of outputs for each issuer
Per-client integrations and control settings
Centralized audit logs
These features allow IR firms to maintain high governance standards while scaling AI-supported workflows across their portfolios.
Why This Matters for the Industry
The pressures facing IR teams are rising. Investor engagement has become more digital, more immediate, and more research-driven. Retail investors are adopting AI tools rapidly. Analysts, institutions, and advisors increasingly expect clarity on demand. At the same time, disclosure rules have not changed. Errors still carry legal and reputational consequences.
AI can support the IR function, but only if it behaves with discipline. That means:
Accuracy
Evidence retrieval
Time awareness
Provenance
Auditability
Versance Agency brings these requirements directly into the advisory layer. It allows IR firms to meet rising expectations without exposing issuers to unnecessary risk.
The reactions from early conversations reflect this need. Agencies want a way to modernize their workflow and expand their service offerings while maintaining control. They want to integrate AI into what they are already doing, not replace their expertise. They want consistency and quality at scale.
Versance Agency provides the infrastructure for that.
What's Ahead
The introduction of Versance Agency marks a step forward for how investor relations firms can deliver value. AI will continue to shape capital markets, not by replacing judgment, but by giving teams the tools they need to support more communication, more analysis, and more engagement with precision.
Firms can now integrate AI-driven research, drafting, engagement, and compliance workflows without sacrificing accuracy. A generation of investors is already using AI to understand companies faster. IR firms now have a platform built to match that behavior.
Versance Agency is available today to IR firms, advisory groups, exchanges, and qualified partners. To learn more, read the full article from The Globe and Mail here.