FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows
21 Noviembre 2024 - 7:00AM
FactSet, a global financial digital platform and enterprise
solutions provider, today announced its Intelligent Platform
initiative, introducing the integration of conversational AI at the
platform level. The Intelligent Platform will connect an enhanced
FactSet Mercury, the company’s conversational knowledge engine, to
FactSet’s AI-powered solutions through a global assistant. Clients
across the buy- and sell-side can expect to experience elevated
productivity and decision-making through streamlined workflows and
enhanced discoverability.
Key to the strength of the Intelligent Platform is FactSet
Mercury’s agentic orchestration, which provides auditable answers
and actionable insights to conversational queries, allowing users
to simply ask for information across FactSet's vast amounts of
data. This latest innovation provides next-generation search
intelligence across FactSet’s extensive structured and unstructured
data while allowing users to forego their manual research and
search processes.
The Intelligent Platform also includes Enterprise AI Building
Blocks, offerings designed to bring FactSet’s AI technology
in-house for clients and enable technology teams to outsource the
construction of complex processes to FactSet. These tools foster
innovation, reduce time-to-market, and create opportunity for
developers and technologists to build differentiated workflows.
Currently in market are Conversational API, a FactSet
Mercury-powered chatbot that can be integrated within client tech
stacks, and GenAI Data Packages, which consolidates the critical
data feeds needed to power small- and large-scale AI workflows.
Launching in early 2025, workflow solutions within the
Intelligent Platform initiative will supercharge client
capabilities across the sell-side and in support of the buy-side
portfolio lifecycle.
- Pitch Creator for Bankers creates significant
productivity gains for bankers and analysts by automating frequent
and critical workflow tasks. From tombstone generation to chart
creation, slide development and customization to working with
filings, Pitch Creator leverages advanced AI to reduce the time and
effort associated with all elements of building pitch books.
- Portfolio Commentary, which offers
AI-generated commentary to identify the key drivers of portfolio
performance without the manual creation of attribution summaries,
will feature expanded search and Security Explanation features, as
well as batching and customization by language and security.
- IRN 2.0, a FactSet Mercury-backed research
management solution, seamlessly integrates with the global
assistant, enabling buy-side research analysts and portfolio
managers to share insights, ingest information, and search through
unique internal research within the context of their
portfolios.
- An expanded solution for Corporations will
offer powerful search of both structured and unstructured sources,
supporting Investor Relations and Corporate Strategy &
Development teams in their research efforts and enabling them to
understand how their company is positioned in the market and
against peers.
“Our Intelligent Platform initiative introduces a powerful
platform-wide global assistant, representing a significant
advancement in FactSet’s commitment to building innovative
solutions that create tangible value for our clients,” said Phil
Snow, CEO of FactSet. “By combining this conversational AI with
workflow solutions that supercharge our clients, we are enhancing
client productivity and unlocking new opportunities for growth and
efficiency across workflows.”
The Intelligent Platform builds on the success of FactSet’s 2023
AI Blueprint, which outlined the company’s strategy to leverage
GenAI to boost client productivity through enhanced discoverability
and streamlined workflows. For more information on FactSet’s AI
solutions, please visit www.factset.com/ai.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to
see more, think bigger, and work better. Our digital platform and
enterprise solutions deliver financial data, analytics, and open
technology to more than 8,200 global clients, including over
216,000 individual users. Clients across the buy-side and sell-side
as well as wealth managers, private equity firms, and corporations
achieve more every day with our comprehensive and connected
content, flexible next-generation workflow solutions, and
client-centric specialized support. As a member of the S&P 500,
we are committed to sustainable growth and have been recognized
amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor
Employees’ Choice Award winner. Learn more at www.factset.com and
follow us on X and LinkedIn.
FactSet
Investor Relations:
Yet He+1.212.973.5701yet.he@factset.com
Media Relations:Megan
Kovach+1.512.736.2795megan.kovach@factset.com
FactSet Research Systems (NYSE:FDS)
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