CoordinateCorporate Access10x Faster
Meet the OpenTable of Corporate Access
WeConvene is the corporate access management platform that enables buy-side firms to discover, create, book, analyze and rate all your corporate access interactions on a single, online platform.
Email and spreadsheets for meeting management
Plan with simplicity. Execute with ease.
Say goodbye to calls, emails and spreadsheets for managing your corporate access. WeConvene streamlines the entire workflow process, from meeting discovery and creation to bookings, rating and tracking - you have a complete solution in one.
Find the events where you work...
on your Bloomberg Terminal
WeConvene is integrated with Bloomberg EVTS <GO>, giving you a single point of access for all your investment needs. You can discover the events you care about and request meetings without leaving your terminal screen.
How much do I pay?
Justify meeting payments
However you pay for your meetings, you need the tools to efficiently evaluate your corporate access consumption. Real-time tracking and rating gives you a complete audit trail of every meeting you take.
Let your assistant schedule your meetings
Work with a coordinator? No problem. Automated workflow tools enable Asset Managers to mark events of interest on Weconvene or Bloomberg for your coordinator to arrange. Likewise, your coordinator and share target meeting lists for you to review and confirm.
No centralized tool to manage external events
All your meetings and events taken care of
255 event contributors so far and growing by the day! But what about meetings that aren't on WeConvene? Or, events you originate independently? WeConvene lets you create and manage any corporate access activity so you can manage 100% of your interactions in a single place.
Everythingyou need for efficient meeting management
Customize your event feed
Create and save personalized search criteria to find relevant events fast.
Manage meetings without a call or email
Book online or send inquiries without a call or email.
Single-point access on Bloomberg
Discover and inquire directly from your Bloomberg Terminal.
Coordinator workflow tools
Collaborate directly with your internal coordinator to manage bookings efficiently.
Evaluate your services
Capture meeting feedback to efficiently evaluate and determine the value of services consumed.
Visualize your meeting consumption
Visualize your consumption through multiple dimensions, such as geography, service provider or team.
Firm-wide meeting & event view
Complete visibility of consumption firm wide to ensure resources are managed efficiently.
Sync your Outlook calendar for a complete view of your appointments.
Connect from any device, without installing anything.
Record 100% of meetings
Create any corporate access activity to have 100% of your interactions in one place.
24/5 Customer support
Always available when you’re working - call, chat, or email us.
Simple setup, no contract,
no hidden fees.
- Personalized event feed
- Criteria based event search
- Online booking
- Calendar synchronization
- Online inquiry tool
- 24/5 Chat & email support
- Online ‘Get Started’ guides
All Basic Features plus
- Personal calendar
- Firm calendar
- Coordinator calendar delegation
- Coordinator collaboration tools
- Create external events
- Individual meeting statistics
- Meeting rating & notes
- Customized Broker activity reports
- Firm-wide meeting statistics
- Real-time meeting activity tracking
- 24/5 phone support
- 24/5 online chat
- In-app quick tours
- FAQ search tool