How a CI Leader Delivers More Insight and Searches Less

At the end of the day, there are equity analysts whose sole purpose in life is to conduct due diligence and talk to management and create expert insights about companies. However long they spend creating these reports is time that me and my team don’t need to spend. These analytics can help surface major strengths and weaknesses for competitors.

Competitive Intelligence Team Leader
Chaitanya Nandan
Business Analyst
★ ★ ★ ★ ★

Access to real time insights

What do you like best about the product?

Real time insights from various stakeholders. Access to extensive broker reports and a smart browser for easy navigation. It saves time and provides high quality insights for almost all the domains

What do you dislike about the product?

The newly added KOL interview segment is bit generic. In terms of insights, a lot can be improved by asking player to player competitive questions rather than focusing on overall market.

What problems is the product solving and how is that benefiting you?

Provides expert analysis and industry perspective. Access to huge repository of latest quarterly events and transcripts. Real time/ early access to broker reports/ industry reports to build strategies

Chris Helwig
Managing Partner
★ ★ ★ ★ ★

Great Research Tool

What do you like best about the product?

Massive document search library and financial data terminal.

What do you dislike about the product?

I wish there was a more useful was to quickly see a list of a company's major filings sorted by annual and interim. Excel add-in needs improvement to match the previous Sentieo add-in.

What problems is the product solving and how is that benefiting you?

Searching through the massive amount of filings, news, and research. AI summaries are very helpful and time saving.

A Highly Regarded Asset Manager Boosts Analyst Productivity

In 2018, we were able to reduce hiring and operate with 5% less headcount as a result of productivity gains in AlphaSense. We look to add approximately five new credits to the portfolio each year and AlphaSense gives us greater confidence in these investment decisions.

The senior associate
Joshua Rohleder
★ ★ ★ ★ ★

Excellent research platform continuing to expand offerings

What do you like best about the product?

AlphaSense provides a concise platform that has all the information I could possibly need all in one place. From research, to transcript, filings and general industry news, I am able to find anything I need and more quickly and concisely. The AI tools for keyword searches is incredibly accurate and often generates associated results I had not thought of searching for. I find the daily notification emails I've customized to be a great way to ensure I don't miss any relevant industry news. And then finally, whenever I encounter an issue (more often when I don't know how to perform a certain search), the support team is quick to respond and extremely knowledgeable.

What do you dislike about the product?

To be honest, the hardest part is just the vast accessibility of the information. You need to be thoughtful in your search to ensure you don't go down a tangential rabbit hole (which happens frequently). The two downsides to the program is the lack of an ability to auto-generate a PIB or other single document of consolidated information on public companies for senior leaders. Additionally, not having a more interactive SEC filing program that allows me to look across quarter / years / similar filings means that I have to maintain a separate subscription with Bamsec. That said, the we've been notified that AlphaSense is working to develop both these features.

What problems is the product solving and how is that benefiting you?

As an investor relations and strategy professional, I use AlphaSense on a daily basis to monitor market sentiment, street analysis and competitor actions. Without AlphaSense, I would not be able to maintain a pulse on investors for our company nor would I be able to generate competitive insights for senior management and our board. Having all the reasearch tools I need in one place makes searches and data aggregation extremely easy.

Trinesh Bodhanapu
Analyst
★ ★ ★ ★ ★

Smart summaries and in-depth analysis

What do you like best about the product?

Ease of use Features Ease of Implementation Customer Support Frequency of Use

What do you dislike about the product?

Ease of Integration Frequency of Use Lot of content

What problems is the product solving and how is that benefiting you?

Real time updates which saves a lot of time

Sunitha Anandan
Competitive Intelligence
★ ★ ★ ★ ★

One place stop for all news and stories

What do you like best about the product?

It has plethora of data events and features curated from multiple sources across all geographies. I particularly like the key word search options and the way the key words are highlighted in the retrieved search documents. The ease to search, identify and export are the main elements that I love about Alphasense.

What do you dislike about the product?

I have one comment to add. It will be easier if the user gets to see which document hits have been reviewed by just one click of the title where the bold text gets converted to normal font by one click instead of waiting for the document to open on the right hand side of the search results.

What problems is the product solving and how is that benefiting you?

Daily monitoring of multiple indications, companies and tarhets of interest at one place. Previously, I used to search through multiple sources to search and curate the same news Alphasense also helps me to go through historical reports that are difficult to find through normal google search. The key words and availability of paid reports are the elements that help in my day to day work.

Federico Belluati
Equity Research Analyst
★ ★ ★ ★ ★

A fast way to deepen your knowledge

What do you like best about the product?

I really like the implementation with AI to summarize event transcripts. It acceleratees my work of comparison with peers. It became part of my job routine, I use it once a week... I appreciate I had a couple of call with Alphasense on how to use new functionalities and the fact they were the first contacting me - I mighthave missed something otherwise.

What do you dislike about the product?

I would like also to see more news on a specific company like newspapaer articles and things like that - it will substitute Refinitiv. It takes you a while to understand how to use it - lots of filters, sections etc. However after that it quickens your search a lot I don't use the notebook part, I found it easier writng directly on word.

What problems is the product solving and how is that benefiting you?

Making peers comparison, getting idea of what's going on on some companies on which I don't have time to look at deeply. It substituted Bloomberg and Refinitv in the use of transcripts. Thanks to AI highlights and summary I quote event transcrpts easy and fast.

Adam Mikolajewicz
AI Engagement Lead, Business Insights
★ ★ ★ ★ ★

Big repository of insightful information.

What do you like best about the product?

Fast search engine with clear and actionable items

What do you dislike about the product?

ux, sometimes is hard t find relevant information

What problems is the product solving and how is that benefiting you?

It gives quick answer to business questions by multiple sources of information

Philip Steinkeller
Investment Analyst
★ ★ ★ ★ ★

Good client interface

What do you like best about the product?

Ability to accommodate to your needs and follow companies.

What do you dislike about the product?

A bit slow to update on market news and latest research reports.

What problems is the product solving and how is that benefiting you?

Letting you have one software to collect latests results and news.

Natalie Kiernan
Technology Exploration
★ ★ ★ ★ ★

Does All The Thinking For Me

What do you like best about the product?

The search capability, I am able to search very broadly but still pull relevant results from hundreds of different sources in a way that is not possible with Google or any other tool (CBInsights, PitchBook, Quid, etc.). The quality of the results and the aggregation of industries and companies is also hugely useful for me.

What do you dislike about the product?

Sometimes I do want multiple tabs open so I can hop from document to document and compare.

What problems is the product solving and how is that benefiting you?

It's the perfect supplement to quantitative tools like PitchBook. I'm able to do very deep dives on companies, industries, market chatter, etc. I use it for all of my projects, typically in all stages of research.

Carrick Russell, CFA
Trainee Credit Analyst
★ ★ ★ ★ ★

Useful research aggregator

What do you like best about the product?

Aggregation, search functions, they are very helpful

What do you dislike about the product?

Annotation should be easier, and the ability to save things

What problems is the product solving and how is that benefiting you?

Aggregating research in one place for ease of access

Ayush Parakh
Investment Banking Associate
★ ★ ★ ★ ★

Simple | Elegant | Convenient!!

What do you like best about the product?

One stop shop for every company related information!

What do you dislike about the product?

Dont see any major downsides, the links generated from the selection can be reduced / embed as they are currently too lengthy! There can be morebroker reports coverage, they are pretty slim some times

What problems is the product solving and how is that benefiting you?

Everything all at one place! No need to open anything else!

FTI Consulting Uses AlphaSense to Identify New Business Opportunities

I was able to recently find five or six calls covering theme parks which eliminated the need to hire someone to manage industry-specific calls. The expert call content in [Expert Insights] is one of the AlphaSense resources that provides us the insights and signals to know which clients we should go after.

Fabiano Lopes
Bryan Farmer
★ ★ ★ ★ ★

Gathering market intel easily

What do you like best about the product?

I have an easy process to collect and gather all market intel because AlphaSense is easy to implement. Customer support by this platform is always ready to helping with configuration and integration. AI powered searching engine help me find topic and revelent data.

What do you dislike about the product?

Nothing for now. AlphaSense has perfecting their software and everything is working in the perfect condition now.

What problems is the product solving and how is that benefiting you?

Combining all the intelligence and data into one processor platform help me to compare and making decision on my investment. I am confident with my decision because it is backed by a facts and latest data.

August Adams
★ ★ ★ ★ ★

Stellar platform for financial and market research

What do you like best about the product?

We are able to easily tapped in into expert insights and expert call service after implementing AlphaSense as our main reseach platform. Feature to integrate workflow and monitoring has giving us actionable data that we can execute.

What do you dislike about the product?

I have no dislike after using AlphaSense for weekly research that I perform everyweek. All the tool has it own advantage and adding value to my knowledge.

What problems is the product solving and how is that benefiting you?

Market intelligence is a strong advantage for anyone that monitoring market for financial and investement research. Having a real-time data and in-depth knowledge give me certain advantage compared to other users.

Pamela Bell
★ ★ ★ ★ ★

Market research from various data source in one place

What do you like best about the product?

AlphaSense make it easy for user like me to finding the latest news about market research. Integration between news, ESG report and regulatory help me to get the complete picture of the current market situations. Easy implementation that need no technical knowledge is also what make AlphaSense likable.

What do you dislike about the product?

I have no issues currently with AlphaSense. Their customer support always help for customer success and make sure I have all the tools that I want.

What problems is the product solving and how is that benefiting you?

AlphaSense is a powerful research platform that help me with competitive intelligence and private financial service research. I am able to make investment decision confidently after have all the data in hand.

Aaliyah Palmer
★ ★ ★ ★ ★

Minimized research hours

What do you like best about the product?

I were able to maximized the research outcome but spending very little hours after implementing AplhaSense. Features like custom dashboard monitoring alerts help me to recieve the latest news on the topic that I set. Easy integration between financial analysis and Excel reduce manual works

What do you dislike about the product?

I don't think AlphaSense has any module that is less helpful. I enjoy using all the tools and able to use it daily for my market research process.

What problems is the product solving and how is that benefiting you?

Combining and collaborating all the market news and financial analysis under one dashboard helps me to make the comparison analysis. I also able to produce analystics report on the topic for the time-frame that I want.

Phoebe Sykes
★ ★ ★ ★ ★

Perfect instrument for market research

What do you like best about the product?

AlphaSense make infromation gathering speedy and all the market news is integrated into one dashboard. Searching for industry news trends from various platform make the usage implementation is easy without the need of technical knowledge.

What do you dislike about the product?

I have nothing to dislike with the customer support. Fast problem solving by the team has make me want to use this platform on daily basis.

What problems is the product solving and how is that benefiting you?

I use AlphaSense to monitoring media trends, especially with social media platform that is fast in introducing new trend niche and latest product that people desire.