SI Engage was born out of necessity. Our founders identified a number of challenges faced by stewardship teams and fund managers, including:
Ever-increasing client and investor demands for engagement reports. These are time and resource-consuming.
A lack of communication across teams and the wider organisation.
Little continuity in engagement tracking processes and software. This compromises organisational dialogues, and ultimately engagement success.
A solution that streamlines and standardises engagement tracking was required, and so SI Engage was born.
Now, fund managers can create engagements with minimal clicks, insert data in a variety formats (including a simple screenshot), and record and disperse information in seconds. Stewardship teams and Operating Officers can contribute in the same way, and importantly access the high-quality insights they need with ease, for greater impact and success.
It's easy to train anyone to use the system, as we understand the necessity for fast implementation.
We can have your own bespoke dashboard ready for use in just 3-4 weeks. This will be dependant on the required integrations with your internal systems, your team availability and cooperation from your third party suppliers.
With SI Engage, your data is in safe hands. We'll work closely with your IT team as part of our due diligence process. Penetration testing will be performed by a Fortinet certified third party, and our expert team will provide ongoing security monitoring and support.