Customer love for AlphaSense

What do you like best about the product?

Incredible flexibility with search filters and search keywords connected to geography & company/set of companies is very unique

What do you dislike about the product?

May be, the UI could improve even further. But not sure how, probably something familiar to other websites could help during initial learning.

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

Solving for tracking specific searches within a set of companies and a great tool to catch synonymous keywords for your search including relevant semantics. Helps massively improve efficiency and generate broader PoV around key themes

What do you like best about the product?

I love how AlphaSense enables me to quickly and easily search for data from multiple sources, such as companies, research, the SEC, and the press. I appreciate the most, however, the ability to quickly share specific tables, charts, and paragraphs with colleagues and other stakeholders. AlphaSense makes it easy to pinpoint essential data and verify claims.

What do you dislike about the product?

When I search within a document, AlphaSense crashes and takes a long time to load. Additionally, I prefer to have the option to disable sentiment by default, since it takes a long time to load.

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

With AlphaSense, I can quickly access large amounts of data and gain insights that would otherwise have been impossible. AlphaSense has enabled me to make informed decisions and uncover new growth opportunities.

What do you like best about the product?

When researching a company in a new industry or maintaining awareness in a followed industry, Stream saves a significant amount of time by sourcing quality interviewees. It has become a go-to source early in the research process for me.

What do you dislike about the product?

These are a bit nitpicky, but Stream could be better in a couple of areas. The first is better integration with other investing tools like BamSEC and other data analytics providers. The second would be better search results. For example, sometimes the search tool misses keywords, and sometimes I need to search around the exact keyword I want to find what I'm looking for. This doesn't often happen, though, and I am generally quite happy with the tool.

Recommendations to others considering the product:

If you are looking for data/insights to determine a company's next quarter, Stream is NOT for you. However, if you want a service and tool to quickly build industry awareness early in the research process, Stream is definitely for you.

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

Stream helps bring together industry participants to discuss current industry trends, future developments, and company-specific perspectives. Historically, this research step takes a great effort to curate the correct interviewees. Stream saves significant time by curating qualified interviewees and then providing tools to catalog and help find specific research items.

What do you like best about the product?

My favorite part is the summaries. It allows me to digest a ton of information and screen which calls will be most helpful and relevant. Other services don't have this.

What do you dislike about the product?

My only concern is these services become table stakes for all analysts. Ie the extra benefit is no longer a benefit but a requirement. Even if so, its an incredible resource for learning quickly, which will always make my life as an analyst much easier.

Recommendations to others considering the product:

Strongly recommend, arguably my favorite resource out there.

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

They help find amazing contacts and their analysts do a great on calls asking the important questions. I can schedule follow up calls to go deeper if i want. This makes my life easier as an analyst.

What do you like best about the product?

I like that Stream consistently sources qualified experts for the companies that I am interested in.

What do you dislike about the product?

I think the call audio quality could still be improved

Recommendations to others considering the product:

The question of whether or not to pay for Stream comes down to your own personal budget and how much you value your time. I believe that you only get quality insights from having numerous conversations with people about a subject. Stream helps me in that sense because they have proven capable of sourcing numerous experts on a given subject/company and that expedites my research process. I can either very quickly pass on a company or go deeper in ways that were previously much slower.

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

It is primarily helping me to more efficiently allocate my time when it comes to research. I can quickly get up to speed on a business and go deeper when necessary.

What do you like best about the product?

The best thing about Stream is its simplicity, making vast amounts of domain knowledge accessible within a few keystrokes.

What do you dislike about the product?

Not every expert is a natural orator, so you will find some interviews that are less pointed than others.

Recommendations to others considering the product:

You'll be hooked in a week.

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

No amount of earnings calls or company visits will provide the on-the-ground insider perspective that Stream offers

What do you like best about the product?

Stream helps give me a clearer view of reality in terms of a company's underlying drivers and what is happening under the hood. This is very different from reading what a journalist or Wall Street analyst has to say, which is often biased, filtered, and incomplete. I can see why Goldman Sachs is an investor.

What do you dislike about the product?

There's nothing that comes to mind. I'm excited to see what Stream comes up with next in terms of new functionality and other improvements.

Recommendations to others considering the product:

You're at a disadvantage from an investment standpoint if you aren't utilizing Stream. You'll be surprised by the wealth of information, search functionality, ease of use, and quality of the experts that the company sources.

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

Relying on secondhand information is dangerous. Stream helps me to conduct effective primary research.

What do you like best about the product?

Up to date information that fills the gap between earnings calls and research reports

What do you dislike about the product?

Quality of the expert / analyst needs to be more streamlined

Recommendations to others considering the product:

Excellent breadth and depth of information that is real time and pertinent

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

Connecting the dots between what management communicates and what the sell side articulates

What do you like best about the product?

The sentiments marked in green and red, the company recent reports and fillings

What do you dislike about the product?

should have more filers in the adnvace search options

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

Solving my request of many desk research questions on various markets and industries

What do you like best about the product?

I like the AlphaSense interface and how user-friendly it is. I also appreciate the search parameters that can be modified to meet my needs as a researcher (for example, boolean searching and intelligent searching). It's great that the outcomes are highlighted for convenience of reference. The team behind this resource is accessible and always open to user feedback, which is fantastic. And finally, I love that you can export financial data tables from AlphaSense - hopefully, this will be available for Canadian banks too!

What do you dislike about the product?

What I dislike about AlphaSense is that finding trustworthy information can be difficult due to the abundance of available resources. However, this is ultimately more of a benefit than a drawback because theAlphaSense team is always willing to provide a demonstration if you have any questions about the platform or any of its features.

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

The search function on AlphaSense is beneficial for finding information about businesses. I can easily find what I'm looking for, whether it's current or historical management commentary or specific report numbers. Additionally, I can save reports for later use and download data for use in Excel. All of these functions are quick and easy to carry out.

What do you like best about the product?

I appreciate how user-friendly the website is. The options simplify filtering down the list and quickly locate the desired item. I understand that keywords facilitate document searches.

What do you dislike about the product?

AlphaSense can sometimes take a long time to load; its latency isn't significant even when it works well.

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

With the epidemic, it became simple to discover how our peers cope with the challenges. AlphaSense, in my opinion, is an excellent approach to constantly being aware of what's happening in your environment.

What do you like best about the product?

Being able to read transcripts from other analysts gives insights not only into answers but into questions. Also, enables efficiency of being able to find the most relevant transcripts and read them prior or potentially instead of talking to the expects.

What do you dislike about the product?

I think they are great. I hate managing the scheduling part, but Stream is very helpful in doing it for me. They also do preliminary expert screening which saves time.

Recommendations to others considering the product:

I recommend AlphaSence - really saves time and gives another perspective on prospective or existing investments. I found it to be an important part of my reserch process.

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

Learning about insider's perspectives on company strategies, implementation and skill set of the management teams. Performing channel checks. Getting up to speed on an industry and keeping informed about the latest issues in the industry. Able to find both strategic and technical talent that help form a view of what happens with the company with specific positive or negative scenarios.

What do you like best about the product?

User interface and functionality of the product is great, and the tools are only getting better each month.

What do you dislike about the product?

I wish it had a better ratings / rankings scale so that it would be easier to read the best transcripts on a name first.

Recommendations to others considering the product:

Stream is a great platform, and whether you use other platforms already or not, you're almost assuredly going to get great additional value out of Stream

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

Stream helps me conduct research and due diligence and research on stocks I am investigating.

What do you like best about the product?

The most helpful part of Stream by AlphaSense is the access to a database of experts with a large amount of knowledge that are able to help answer the most difficult questions that we face.

What do you dislike about the product?

There are no major issues with Stream by AlphaSense but sometimes there can be a lack of transcripts on a given company or topic. More interviews and transcripts on a range of topics would make the service even better.

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

Stream by AlphaSense is an important part of our research process. We use Stream by AlphaSense to improve our understanding of companies that we are conducting research on. It is an invaluable resource for understanding business fundamentals more thoroughly and making more informed investment decisions.

What do you like best about the product?

Really enjoy how comprehensive the platform is. It's easy to setup and very intuitive/flexible.

What do you dislike about the product?

The UI/UX at times can be a bit cluttered and hard to zero in on what's most important. To me, this is mostly a function of the platform having so many features, so not necessarily a bad thing.

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

AlphaSense helps me stay on top of my industry coverage and makes sure that I know about news/activities/developments/sentiment before my clients and competitors. This provids a significant competitive advantage in terms of being able to read the markets and stay ahead.

What do you like best about the product?

I'm responsible for keeping on top of news headlines and analyst reports in my industry. The quantity of news and reports can be overwhelming at times and AlphaSense helps me filter the most important items.

What do you dislike about the product?

Getting acclimated to all the functions and features takes time. However, both the sales and support team are great at answering any questions I have!

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

See point 1: Too much "market noise" in terms of information, news, and reports. AlphaSense does a great job helping me filter unimportant "noise".

What do you like best about the product?

Search thousands of documents in minutes and the accuracy of "similar words"

What do you dislike about the product?

Getting nitpicky, but speed could be improved but I understand that can be difficult and has limitations in web-based applications.

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

Earnings research, trend analysis, commodity forecasting, model assumptions, business strategy pivots, countless hours of time saved.

What do you like best about the product?

The interface is excellent. The PDF search tools are extremely valuable given so many reports needed for access are pdfs.

What do you dislike about the product?

Setting up the alerts function is not entirely intuitive. For existing alerts, it is difficult to modify, rather than deleting and creating from scratch

Recommendations to others considering the product:

Best analyst coverage platform. Great way to consolidate former documents for any biotech strategy professional

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

Analyst report consolidation so easy, old company materials that need to be dug up

What do you like best about the product?

I work in the competitive intelligence function and I particularly use the analyst research reports and the feature in alpha sense allows for scanning through key words pertaining to our business. Instead of manually reading through several reports, the AI-based text, positives and negatives feature helps with saving time to scan across major industry conference presentations. I am looking forward for the earnings transcript calls. The team was also very helpful to help set up my dashboards. The platform is very intuitive

What do you dislike about the product?

Not all brokerage research was available to me and this had to be manually added in several cases. Alphasense should also work with vendors such as Frost & Sullivan and Science and medicine syndicated research service providers to provide more market research related reports in one place. This can offer a comprehensive view for market researchers.

Recommendations to others considering the product:

Consider taking a relook at broker coverage and ensure the analysts covering your industry and showing in your account.

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

speed to analyze data has been very helpful. Helps tracking market share for our products.

What do you like best about the product?

The speed at which I can conduct my research and the confidence it gives me in knowing whether there is information available on a given topic.

What do you dislike about the product?

I would like a counter, so I know where I am with page views and don't have to worry about exceeding.

Recommendations to others considering the product:

Its a great resource for CI professionals who need a one stop shop for research.

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

Getting an outside perspective on key events from analysts, quickly finding data, quick access to clinical trials. Easy access to transcripts.

What do you like best about the product?

Ability to search through multitude of soruces, sort through based on scores. Highlights of words in search pane

What do you dislike about the product?

Does not show, history of prior searches. Does not allow saving a 1-2 relevant pages of an anlyst report.

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

I am in the market intelligence business. AlphaSense has been vital to me to gain insights into the market players.

What do you like best about the product?

I use AlphaSense on an almost daily basis stay on top of competitor and market activity, and to also make sure that I am seeing the same 3rd party analysis that our C-suite sees. The company's customer support personnel have been fantastic in helping me streamline my workflow by helping me set up searches and alerts. The company is also constantly improving their offering by adding new features.

What do you dislike about the product?

Sometimes you get too many hits, and then you have to either tighten up your search or figure out other ways to filter the search. But the customer service team has been helpful in teaching me how best to find what I am looking for.

Recommendations to others considering the product:

Work with the customer service team to learn how to fine tune your searches, and ask them how to help you set up automatic search alerts.

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

I use AlphaSense to get external validation of my company's internal assumptions. Also it is a valuable source of competitive intelligence and analysis. I need to be able to understand what the pros and cons are for different competitor drugs I am monitoring, and AlphaSense also now provides expert commentary so that I can gain qualitative insights without having to conduct my own interviews.

What do you like best about the product?

The combination of high quality research content and easy to use search features make it a absolutely must have tool for all business intelligence teams

What do you dislike about the product?

Frequent and too many changes to the UI makes it hard to keep up with the interface. There are some new features you love but other you miss

Recommendations to others considering the product:

Must have tool

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

We use it for Industry and Company Deepdives, Competitive Intelligence, Tracking of Peer companies to help us stay uptodate on key developments and provide inputs to corporate strategy and comercial decision making (Business Case, Opportunity Sizing, Competitor activities etc)

What do you like best about the product?

This is an excellent tool for competitive analysis. The user design is intuitive, the search options allow for customization (boolean search, intelligent search). The results are highlighted for ease of review. There is also a chat function with quick turnarounds, and the team is overall responsive and constantly looking for feedback and improvements. The export function for financial tables are very convenient (hopefully will be implemented for Cdn Banks as well). A big differentiator is its sentiment analysis features - it is a big plus for analyzing earnings transcript, and I'm looking forward to further additional features.

What do you dislike about the product?

Sometimes results that I'd expect to show up would be missing (e.g. company website has changed url so the engine wasn't able to pick up the documents in the results). Support team is responsive can provide a fix immediately), so for someone who expects to gain additional value from uncovering the unexpected results for insights, not seeing what you'd expect is a concern. This can be attributed to the users' lack of knowledge in boolean search strings, but as this isn't designed for expert users (and shouldn't be), I see further improvements in the relevancy of search results in the future. Having said that, in terms of search capability, this isn't going to overtake Google anytime soon, so don't expect too much. The "wildcards" don't always work as intended (e.g. I sometimes get more results when specifying a time range than not selecting one). Sometimes the exported pdfs have garbled results (especially when processing custom imported pdfs). Since only partial sentiment data can be exported, some users will have to accept the results as a black box and can't fully analyze the results. Also, browser cache needs to be refreshed from time to time or results might freeze (Chrome).

Recommendations to others considering the product:

Try it out. You'll definitely find some value for your research needs.

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

We use this for competitive analysis, the overall understanding of the financial industry landscape, and market sentiment. Having all the data accessible easily and the ability to upload custom documents is a huge time saver. If the search results can be exported easily without too much manual interventions and finesse, this would be huge.

What do you like best about the product?

Ability to search for keywords across industry filings, company filings and to save highlights within certain docs. Also, I love the see previous data feature within the filings.

What do you dislike about the product?

Certain file types are not on the platform (like certain credit documents), and sometimes the "see similar charts" feature is buggy, but other than that I love it!

Recommendations to others considering the product:

Take the time to learn all of the features. It is a streamlined and intuitive interface, so it should not take too much time to do so.

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

Time savings tool allows for a more streamlined research process.