Broker Votes and Scorecards Automation Tool

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.

Beat feature image
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)
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