Meeting Tracker
Capture the value of company meetings with FactSet's Meeting Tracker.
Meeting Tracker provides key valuation data from corporate and analyst meetings to help you manage and share critical information. With Meeting Tracker, you can catalog, share, and track meetings, assigning a value to each communication to increase accountability and aid in evaluations. Meeting Tracker records and organizes all relevant meeting data in a centralized online repository making it easy to provide both qualitative and quantitative feedback to your team.
Key Features:
- Improve communication: create a transparent bridge between the buy- and sell-side to conveniently organize and track meetings
- Record meeting details: log meeting details to differentiate yourself from competitors
- Track the quantity and quality of meetings: clearly demonstrate value and earn credit for your recommendations and meetings through detailed meeting records
- Create personal performance reports: receive regular, objective performance reports to highlight your effectiveness and manage client relationships