At First Coverage, we understand that it’s more important to be attending the events that matter than trying to remember who organized them or who was invited. You and your team may be spending more effort than necessary trying to maintain or create an effective system to track and share information about upcoming events and to ensure that brokers are properly compensated for the value they’ve provided at past meetings.

Centralized meeting management

Using First Coverage, meeting details are entered only once, in one central location, from which you can invite attendees, keep track of who’s coming, evaluate the event and record who actually attends. You can sort upcoming meetings by sector, firm, ticker or location. Search past meetings offered by the same criteria. You can ask attendees to vote on the value of each event or simply assign default scores for different types of events.

Using all the stored information within First Coverage, easily generate full reports on each broker and what they have done over any time period. Effortlessly allocate commissions based on the real value of the services that were provided.

First Coverage integrates seamlessly with the calendar function of most email programs, including Microsoft Outlook and Lotus Notes. First Coverage doesn’t change the way you work — just simplifies it. All timely information within First Coverage, such as upcoming meetings, changes to schedules, agendas, and more, can also be delivered to anybody at your firm via email and appear in their current calendar application.

Sort, evaluate and compensate — fast

Evaluate your sell-side coverage with a detailed meeting-by-meeting breakdown of services provided. Central information storage makes it easy for you to rank sell-side firms based on how well they utilized the time of your investment professionals and whether they were the firm that provided the meetings, conferences and events that mattered most.

First Coverage’s reporting function makes it easy to identify the sell-side firms that provided the most productive meetings, and compensate them quickly. Faster payment is a great incentive for those firms to keep providing superior service. You can even create and store reports that highlight what each firm has done over any time period and use this information to expedite broker reviews.

With First Coverage, you can direct your energies where they matter most — to attending important meetings and utilizing information to make investment decisions, rather than keeping track of broker schedules. Contact us to learn more