WeConvene for Buy Side
Complete transparency of your corporate access interactions for MiFID II compliance
WeConvene for buy side firms simplifies the end-to-end management of corporate access and analyst marketing events. You can search, book and track meetings quickly and efficiently, and all corporate access interactions can be rated easily, in one simple workflow
Find events fast
With personalized event recommendations and sophisticated search features, WeConvene matches you with the most relevant events. You’ll eliminate the job of trawling through 1000’s of emails, freeing up your time to focus on more productive tasks.
Event and meeting slots can be booked instantly, in real time. You’ll eliminate calls and email back and forth as your attendance is secured and confirmed in a couple of clicks.
The WeConvene Broker Rating tool helps firms gain an understanding of the most valuable corporate access meetings and events. Simple and quick to use, Portfolio Managers can assign ratings for all interactions in a single click, and reports can be generated on-demand to get a complete picture firm-wide.
Automated Reporting For MiFID II Compliance
WeConvene automatically captures statistics on all event and meeting interactions, firm wide. With complete transparency of all interaction and rating data, reports can be generated on-demand, ensuring your MIFID II regulatory requirements are met with ease.
Integrated with Bloomberg
The power of WeConvene is integrated with Bloomberg’s Corporate Events Calendar (via EVTS <GO>), providing portfolio managers with a single point of access for all their business needs.
Portfolio Manager and Coordinator Collaboration
The WeConvene Portfolio Manager and Coordinator collaboration tool brings the whole meeting request and booking process into a single, integrated workflow.
Enhanced Collaboration Tools
Dedicated collaboration tools enable Portfolio Managers and Coordinators to efficiently manage the booking of meetings. Coordinators can quickly share relevant events with Portfolio Managers for review. And using the ‘Mark for Coordinator’ tool, events of interest can then be flagged for booking, providing coordinators with a single list which can be actioned with ease.
Effectively Manage Resources
Enhance the power of collaboration with full transparency of your team’s bookings. View colleagues’ upcoming meetings and invitations; ensuring resources are allocated efficiently across teams.
Accessible on any device
As a single, centralized web-based platform, WeConvene is easy to use and accessible on any device, any time.