Engagement

Meeting regulatory and client requirements requires the formalisation of a robust engagement process and the use of an appropriate tool.

WeeFin allows you to centralise and automate the management of your engagement strategy and generate reports that comply with the various regulations.

A formalised, facilitated and centralised commitment process

Automated target monitoring

Easier collaboration
between teams

Custom configuration

Automated target monitoring

Our platform enables you to:
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Identify the companies on which engagement actions should be prioritised in association with the controversies module‍
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Access all raw and calculated quantitative data on a single page, as well as qualitative analyses
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Measure the progress towards targets on indicators that trigger engagement

Easier collaboration
between teams

Define a clear process involving several teams:
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Different stages depending on your internal process (email, telephone conversation, interview,...)
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Different statuses for each action (in progress, to be followed up, success, failure, ...)
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Different contributors

Custom configuration

Our module adapts to your organisation and your needs. It includes:
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different stages depending on your internal process (e-mail, telephone conversation, interview...)
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different statuses for each action (in progress, to be continued, success, failure, etc.)
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various contributors

Strategic functionnality
to help you achieve your sustainability objectives

Easy reporting

All actions are centralised so you can produce reports that meet regulatory expectations at the click of a button.

Optimised commitment

Increase the impact of your engagement policy by closely monitoring the actions of the invested companies.

Inter-module synergy

The Engagement module can be even more effective when used in conjunction with other modules such as Exclusions or Controversies.

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