IR for a regulated, register-sensitive sector
Financial services is the ASX sector where the register is most sensitive to every word. AUM trajectory, fund flows, net-interest margin, claims ratio, prudential standing — each metric carries reputational and regulatory weight. Orca runs IR programs for listed asset managers, fintech, banks, and insurers with that sensitivity in mind.
Financial services
Asset managers, banks, fintech, and insurance
ASX-listed financial services span the major banks, mid-cap asset managers, fintech, and insurance. Orca focuses on the mid-cap and small-cap band where the IR function is not yet fully resourced.
What makes the IR work in this sector hard
Every sector has the disclosure quirks that catch a generalist firm out. The ones we see most in financial services:
Regulator-aware language
ASIC, APRA, and AUSTRAC all read every word. The IR program has to be aware of the regulatory ear, not just the buy-side ear.
Metric integrity
Fund flows, AUM, net interest margin — small disclosure inconsistencies become large reputational issues.
Crisis sensitivity
Financial services crises move fast. The runbook has to exist before the first phone call.
What we deliver into financial services
Metric framework
Definitions, disclosure cadence, and Q&A library that holds up across regulatory and analyst scrutiny.
Results and AGM
Results, AGM, and investor-day work tuned to the regulatory and proxy environment.
Crisis-readiness
Runbook, holding statements, and on-call coverage built specifically for financial-services events.
Where we typically engage
The recurring announcement and milestone events that shape the sector calendar.
- Monthly / quarterly fund flow disclosure
- Results — half-year, full-year
- Regulatory action and remediation announcements
- M&A and strategic-equity
Services we run most often in this sector
Competitor Analysis
A tailored competitor and sector report, delivered weekly — peer announcements, share-price moves, and sector signals, synthesised by purpose-built AI into decision-ready reporting for your board.
Company Announcements
ASX announcements drafted, designed, and lodge-ready for small-mid cap companies — clearer, sharper, better-looking. Reviewed for consistent messaging and sequenced around your milestones.
Dedicated Newsletter
A dedicated, branded investor newsletter — and the programme around it — for small-mid cap ASX companies. Designed, written, distributed, and measured to keep your register engaged and holding.
Frequently asked
Do you support prudential or regulatory remediation communications?
Yes — that is a core part of the crisis discipline. Drafted alongside your legal and prudential advisers.
Talk to us about financial services
Tell us about your company and where you want the market to be. We will take it from there.