Broker Vote demo

What the demo shows

Runs the buy-side broker vote and scorecard that set approved brokers and research budgets

Each voter's ballot is the screen: brokers down the side, services across the top, and every cell arriving pre-filled with what the voter actually used, such as 6 calls or 3 models, with the score beside it and the agents' conversation next to it. Seven agents run the cycle. The Evidence agent reconciles the CRM, calendar, readership and model logs into one ledger and matches aliases; the Ballot agent pre-fills every ballot and runs the reminders; the Policy agent checks each score against the written research policy as it is entered, asks the voter one plain question when a high score rests on thin evidence and proposes the evidence it found; the Execution and Credit agents score the desk side separately, so execution never buys research, reading a parent group's filing in its own language; the Budget agent turns votes into dollars with caps, floors and the funding split, and the Policy agent re-checks every dollar; the Pack & Notice agent assembles the approval pack and the broker letters. Voters decide their own scores, the Director of Research reviews, Compliance countersigns and the COO approves the broker list and the budget.

Transcript

1. 0:00Broker Vote runs the Broker Vote for Asset Managers, approved brokers, and research budgets.
2. 0:09Today, that is six weeks of spreadsheets, scored from memory, while regulators ask for evidence.
3. 0:17At Quillfield Capital, Leah Brandt's ballot arrives filled in, and every count opens to its records.
4. 0:26She scores all gate 9 on one log call, and the Policy Agent asks why.
5. 0:32It found the proof itself, a call her upgrade notes sites.
6. 0:36She keeps the nine and submits.
7. 0:40Desk and credit agents score separately, so execution never buys research.
8. 0:48Hansi's parent fell below the credit floor, read straight from its Japanese filing.
9. 0:55The budget agent splits $14.2 million.
10. 0:59A second agent rechecks it.
11. 1:03The COO approves. Two brokers leave the list, each with its evidence.
12. 1:10Every score cited, every decision signed and logged.
13. 1:16Approved in eight days, not six weeks.
14. 1:19$1.1 million now follows use.
15. 1:24Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.