How Fairfax Partners Transformed Investor Relations with Thoughtly’s AI Voice Agents
Key Outcomes:
Up to 80-90% savings in monthly labor costs
Highly Personalized Investor Communications (incl. news release, quarterly and yearly financials and corporate update communications)
The Challenge
Fairfax Partners, a leading firm in investor relations, faced a significant challenge: scaling their operations with a small team. With just three to four team members, including the President and Founder, Daniel Southan-Dwyer, they struggled to manage the high volume of investor communications in timely manner.
Before integrating Thoughtly, Fairfax Partners handled all outbound phone calls manually. This approach was not only labor-intensive but also constrained their ability to scale effectively.
“We were managing investor relations manually, and it became clear that we needed a more scalable solution. Handling phone calls ourselves wasn’t sustainable as our business grew.”
Daniel Southan-Dwyer | PresidentWhy Thoughtly?
Fairfax Partners chose Thoughtly for its responsive team and seamless communication. Daniel discovered Thoughtly through a HubSpot marketing group and was impressed by the direct, efficient interactions with Lauren and David.
"What really stood out was how Thoughtly made me feel like part of the family. Their quick and smooth communication process was a key factor in our choice. After our second call, I even flew out from the West Coast to New York to meet them in person."
Daniel Southan-Dwyer | PresidentThe Solution
Fairfax Partners adopted Thoughtly’s AI voice agents to enhance their internal investor relations communications, completing outbound calls in minutes that otherwise would have taken them days to weeks.
The success they experienced led them to establish Fair Systems, a business dedicated to helping other investor relations firms streamline their communications too.
"Because of Thoughtly, we were able to create Fair Systems, a sophisticated AI solution that handles investor queries efficiently. The voice agents manage compliance and communications, allowing us to focus on higher-value work."
Daniel Southan-Dwyer | PresidentIn Conclusion
Fair Systems, which stands for Fully Automated Investor Relations, was born from Fairfax Partners' success with Thoughtly’s AI voice agents. This groundbreaking platform allows investor relations professionals and firms to automate essential communications—such as news releases, quarterly and annual financial updates, corporate announcements, and more. By harnessing Thoughtly’s technology, Fair Systems is transforming how investor relations are managed, delivering streamlined and efficient solutions that benefit the entire industry.
