Provider Evaluation (Broker Vote)
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A flexible provider evaluation framework that combines quantitative and qualitative feedback to align the value of sell-side interactions with payments
- Three set-ups: Standard, Budget-Based, Multi-Format
- Run multiple votes at the same time
- Create your valuation framework based on components, interaction types and/or meeting types
- Set the granularity at which to evaluate your providers
- Measure provider scores with points or dollar amounts
- Adjust your provider evaluation results by applying a qualitative overlay
- Gain visibility into interactions that impact the valuation process most substantially
- Quickly analyze rankings and the distribution of results before investment professionals submit their evaluation
- Better understand the impact of each sell-side interaction on your performance
SOLUTION OR SERVICE TYPE