Let’s face it, excel for engagement management isn’t really cutting it anymore is it?
Smart investors now use purpose-built technology to optimise the engagement process. Esgaia’s engagement management software comes in a ready-to-use version, and can be customized upon request.
Benefits of using Esgaia
100% web-based
Investors access Esgaia's software in a completely cloud-based environment.
Client service
We provide customised onboarding and free support.
Data security
All routines, servers, and data management are handled by experts.
Open API
Esgaia provides a completely open API for internal and third-party integrations.
User experience
Quick and intuitive software developed with the end-user top of mind.
Free updates
Improvements to existing functions and modules are always included.
Platform capabilites
Engagement records
Monitor progress and record activities against single or thematic engagement records. Aside from standard information such as topic, objective, and milestones, these can be customized with bespoke fields & data points.
Progress monitoring
The software enables users to align progress frameworks with their strategy, for example by defining specific milestones or objectives. Achievements can be binary (completed or not) or be defined according to different levels.
System integrations
We use APIs and SFTP to import and export data of interest to our clients (e.g. holdings, ESG data, and voting records). This is handled on a client-by-client basis.
Custom fields
Clients can set custom fields across company, engagement and activity level. This enables investors to capture additional data of interest to them, such as highlighting an activity as part of an escalation process.
Voting records
As part of the engagement toolbox, voting records and rationale can be imported and linked to specific engagements for complete data trails and narrative.
Activity records
Activities (e.g. an email, meeting, or vote) can be linked to engagements or stored as stand-alone activities. Records can be created manually, or automatically via Esgaia’s Outlook Plugin and via integrations to investors’ preferred systems.
Statistics & reporting
Recorded data are automatically analyzed and visualized in a statistics dashboard, and available for export. This includes insights on engagement and activity level, covering stats such as:
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ESG category, topics and SDGs
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activity types and contacts
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engagement results and outcomes
Notifications
Users can set deadlines on engagement and objective level, and reminders to follow ups and inactive engagements. These notifications support timely action, and can be received both in the system and via email.
Permission levels
Admin users can predefine different user levels across a range of editable variables. The more people involved in the engagement process, the stronger the need to ensure proper governance and process management.
Collaboration
We support both bilateral and collaborative initiatives to jointly work on engagements via the software. Users can invite external parties to collaborate on specific engagements without them having to become clients.