Ever sat through a webinar, taken a few notes, and thought, “I should try that later”… only to never get around to it? With our new Learn & Engage webinar series (emphasis on engage!), “later” becomes “right now.”

We’ve reimagined our ARchitect webinars for 2025 — what you previously knew as the Learning Series — to be more hands-on, working sessions. The goal: to help you apply tips in real time, so when the session ends, you’re not just informed… you’re ready to make an impact.

With that in mind, we just hosted our first Learn & Engage session — focused on helping you get the most out of two recent, powerful enhancements: the revamped ARchitect dashboard and new Analyst Impact Monitor (AIM). These updates reflect our commitment to using AI in ways that drive real value in analyst relations (AR) — streamlining your workflows and surfacing insights so you can build deeper, more valuable analyst relationships.

Quick refresher: 

 

Missed the session? Watch the replay below, and check out the key takeaways for a run-down.

Key highlights from the session:

1. (3:30) – Learn how to customize your dashboard widgets to track key deliverables, define priorities, and align your team with big-picture goals.

2. (7:32)Track insights from analyst engagements on your dashboard to inform future decisions and improve your program’s effectiveness.

3. (9:23) – Use the dashboard to create clear, actionable goals, track progress, and keep your team accountable.

4. (18:45) – Set up custom notifications to stay on top of deadlines, project updates, and important changes in real-time.

5. (30:51) Deep dive into the Analyst Impact Monitor by tracking analyst engagement, measuring influence, and proving AR’s business impact.

6. (35:41) – See how to take AIM data and transform it into strategic insights to inform executive reporting and decision-making.

7. (43:32) – Get a refresher on our AI features and see how to summarize insights, draft reports, and analyze sentiment. Plus, learn how to choose your AI model in ARchitect to customize your experience.

Keep an eye out for our next workshop where we’ll tackle another AR challenge together—not just showing features, but working through real-world applications that leave you with immediate improvements to your program.