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Integration, flexibility, and control continue to be important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work. In our latest release, we are introducing: Microsoft Teams Integration In our continued effort to integrate Sentieo with popular cloud storage and collaboration services, we are rolling…
“I did not know you could do that in Sentieo” is something we hear quite often from the users of our award-winning research platform, from advanced search, to complex screening and data visualizations. To address this frequent feedback, we decided to share some of our top webinars, guides, and blog posts in one place below. …
Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search results, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over…
Our head of research Nick Mazing was wrong (yet again). In a 2019 blog post, he declared that Pumpkin Spice is over. The blog looked at the earlier start and lower peak of “stacked” searches for pumpkin spice, as well as new products like the pumpkin spice-flavored SPAM selling out in hours, and stated, verbatim,…
In the first two blogs in this series on turning investment research into competitive advantage, based on a briefing paper we sponsored with the Harvard Business Review, we discussed some of the challenges analysts face when researching opportunities and how tools leveraging artificial intelligence (AI) can provide a solution. In this final blog, we explore…
Recently we released a new trendbook titled “39 Post-pandemic Consumer Trends” highlighting a number of changes in consumer search behavior as the world emerges from the pandemic. The report followed our popular “corporate” trendbook with 21 transcript trends for 2021, which focused on emerging (and declining) trends from earning call transcripts. A few days ago,…
Recently we released a new trendbook titled “39 Post-pandemic Consumer Trends” highlighting a number of changes in consumer search behavior as the world emerges from the pandemic. The report followed our popular “corporate” trendbook with 21 transcript trends for 2021, which focused on emerging (and declining) trends from earning call transcripts. Below we highlight three…
Integration with existing content, tools, and workflows is an important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work. That’s why I am so excited about Sentieo Platform Integrations, the latest evolution of our support for enterprise-class research platform deployments. This suite of ways…
You can now leverage Sentieo’s powerful search capability on your most valuable documents with a Box or Dropbox integration. No More Stranded Documents Do you have… 5 years of an expensive industry weekly archived on your laptop? Powerpoint presentations from past conferences that you know are full of great data that you just can’t find?…
Integration of data sets into the Sentieo platform is a top priority for us. Today we are excited to announce that our customers can now access Sustainalytics‘ ESG Risk Ratings reports directly from the Sentieo platform they already use every day. Institutional investors are incorporating ESG information into their investment processes more than ever to: mitigate…
We are excited to continue the evolution of our integrations to support enterprise-class research platform deployments. With the Sentieo V4.6 release, we are launching Sentieo Platform Integrations, a suite of existing (e.g., Slack, Evernote, Microsoft Office) and new ways to integrate with Sentieo. “We are seeing increased demand for large-scale, enterprise deployments of modern investment…
The State of ESG Research Management With public, investor, and regulatory pressures rising to integrate environmental, social, and governance (ESG) principles and transparency into investment research and decisions, institutional investors are struggling to find, analyze, and centralize the deluge of information provided by companies and ratings organizations. In fact, research conducted by McKinsey in 2019…
