Acuity Knowledge Partners’ Broker Votes and Scorecards Automation Tool can be used to generate customized analyst/sector broker vote reports and mid-year and annual scorecards. It provides the option of collating data from multiple sources and formats or rank analysts, or using quartiles based on the client's scoring methodology.

Features
- Scorecard template design
- Book-keeping of broker votes
- Automated scorecard and MIS
- Customized MIS/dashboard/scorecard for COO teams
- Query resolution on votes, with minimum turnaround time
- Performance reports in any desired format (e.g., Excel, PDF)
Approach & Impact
Approach
- Data collation from client-proprietary data sources and other third-party sources
- Semi-automated conversion of qualitative broker vote data to quantitative scores
- Automated scoring methodologies
- Interactive MIS reports, broker vote reports and analyst scorecards
Impact
- Helps to build a customized scorecard, tailored to internal specifications to track account performance
- Maintains confidentiality of the process
- Global integration – benchmark against other regions/sectors/analysts
- Standardization – global scorecards
- Single-day turnaround and ability to handle on-demand requests
- Deep-dive analytics and MIS
- Significantly lowers costs (setting up a manual team vs. an automated tool)