PTOP Intelligence Labs AI Suite
The PTOP Intelligence Labs AI Suite is an interchangeable set of intelligent communication and compliance tools engineered for publicly traded companies. Intelligence Labs modernizes investor relations by merging AI with compliance automation, and real-time engagement tools. The suite ensures companies can confidently communicate with investors, identify intent, and manage compliance effortlessly.
1. Sentinel (Website Visitor Identification)
- Tagline: Invisible. Intelligent. Insightful.
Sentinel is the foundation of the PTOP AI Suite — a powerful anonymous website visitor identification and engagement tool. It uncovers who is visiting your company website, identifies investor interest through digital fingerprinting, and turns these insights into actionable leads.
- Key Features:
– AI-powered visitor recognition and IP intelligence.
– Automatic segmentation of investors by interest or behavior.
– Seamless CRM integration for automated follow-up communication.
- Benefits:
– Transforms hidden website traffic into actionable investor leads.
– Provides deeper visibility into investor behavior.
– Enhances outbound efficiency by prioritizing verified interest.
2. Regulus (Conversational Chatbot)
- Tagline: Compliance. Clarity. Confidence.
Regulus is the compliant conversational chatbot built specifically for publicly traded companies. It empowers investors to ask questions and receive verified, regulation-compliant answers instantly, maintaining transparency and control.
- Key Features:
– Fine-tuned AI model trained exclusively on public company filings, IR decks, and approved communications.
– Real-time investor Q&A functionality.
– Automated compliance guardrails to prevent Reg FD violations.
- Benefits:
– Builds investor confidence with transparency.
– Reduces burden on IR staff by automating FAQs.
– Delivers always-accurate, compliant responses 24/7.
3. Lucent (Conversational Recommendation Engine)
- Tagline: Every Answer. Always Compliant.
Lucent is the dedicated AI compliance guide designed to organize and present official company materials — filings, disclosures, and compliance documents — in a clear, accessible way. It serves as a trusted reference for investors, analysts, and regulators.
- Key Features:
– Centralized access to compliance materials, including filings and statements.
– Source-linked AI interface for accurate disclosure references.
– Integration with Regulus to ensure unified corporate messaging.
- Benefits:
– Prevents accidental non-compliance in investor communication.
– Ensures every response and reference is fully verifiable.
– Establishes your company as a compliance-first leader.
4. Halo (Smart Page)
- Tagline: Identify. Segment. Communicate.
Halo is the dynamic Smart Page system that powers personalized investor journeys. It identifies each visitor, segments them automatically, and communicates through targeted sequences which integrate seamlessly with email, linkedIn and IR dashboards.
- Key Features:
– Auto-segmentation of visitors by engagement and interest.
– Integrated email and messaging automation.
– Unified dashboard for live investor tracking.
- Benefits:
– Saves time by automating engagement and nurturing.
– Increases investor conversion through tailored outreach.
– Provides end-to-end visibility from website visit to investment intent.
5. Cammora (Personalized Investor Outreach Engine)
– Compliance. Communication. Confidence.
Cammora is the AI-powered outreach engine built for publicly traded companies. It automates compliant investor engagement across email, LinkedIn, and digital channels—ensuring every message is timely, targeted, and transparent. Designed for the regulated world of capital markets, Aurion transforms outbound communication into a measurable, data-driven process that scales without risk.
Key Features:
- AI-driven segmentation that identifies and prioritizes accredited, institutional, and retail investors based on real-time engagement and disclosure activity.
- Automated, compliance-filtered messaging aligned with SEC and FINRA guidelines.
- Integrated analytics for campaign performance, sentiment tracking, and investor-response intelligence.
- Secure API connectivity with CRM and shareholder databases for end-to-end reporting and auditability.
Benefits:
- Expands investor awareness and market visibility through automated, compliant outreach.
- Reduces manual IR workloads while maintaining message consistency and regulatory integrity.
- Delivers personalized, trackable investor communications 24/7—driving engagement, clarity, and trust.
6. Nova
- Tagline: Illuminate. Interpret. Invest.
Nova is the sentiment and intent engine of the suite — it reads investor signals, ranks interest, and predicts engagement readiness using behavioral AI. It allows IR teams to understand who is most likely to invest — before human contact.
- Key Features:
– NLP-based sentiment analysis across all investor touchpoints.
– Behavioral clustering to predict investor readiness.
– Automated prioritization for follow-up campaigns.
- Benefits:
– Helps IR teams focus on high-intent investors first.
– Improves ROI of outreach and marketing.
– Provides predictive insights into investor sentiment trends.
The Complete Suite: Why It Matters
Together, the PTOP AI Suite forms a unified ecosystem for investor relations and compliance. Each module complements the others, combining automation, intelligence, and governance to enhance how companies communicate with investors.
- Full Suite:
– Sentinel: Detect and reveal investor activity.
– Regulus: Communicate with compliance confidence.
– Lucent: Illuminate disclosure integrity.
– Orion: Validate every response.
– Halo: Engage investors seamlessly.
– Nova: Predict investor intent and action.
For publicly traded companies, this suite means faster response times, deeper insights, and zero-compromise compliance. All this positions your IR program as transparent, proactive, and investor-first solution to traditional IR.
