In Sprint 135, we added new functionality to our Budget-Based Vote to improve the granularity at which the buy side can call out valuable sell-side services.
Broker Vote: Budget-Based Vote
Through a custom Services Valued field, users can increase the granularity at which they rate research relationships. For example, Broker Vote Admins can allow voters to call out a particular firm’s research reports or analyst marketing as specific reasons why a relationship is being valued highly in a budget-based vote.
To set up Services Valued, navigate to:
Admin & Access > Vote Settings > Overview
Other improvements to the Broker Vote experience include:
- A more apparent filtered state for fields and a new button to clear all filters
- An ability to condense or expand one’s view of the ballot
Please contact your sales representative to learn how to best leverage the Budget-Based Vote.