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Millions of people read financial and other corporate documents every day. Many use Ctrl-F which is incredibly inefficient. Here are 16 tips on how to search better with Sentieo’s award-winning AI-powered financial search engine! 1. Three levels of synonyms Synonyms/acronyms ON OFF but keep stemming (i.e. gerunds, possessives, plurals) “Exact match” You would have missed…
This month’s release focuses on creating better integrated workflows while also helping customers get proprietary data off their desktops and into the Sentieo platform to unlock powerful insights. In our latest release, we are introducing: Sentieo Connect to Leverage the Power of Your Firm’s Data Sentieo Connect is a powerful new feature that allows users…
AI, machine learning, and natural language processing have led to the development of tools analysts can use to overcome research process efficiency challenges and supercharge the hunt for alpha. While none of these tools replace humans, they augment the decision-making process and ultimately help to build more robust investment cases.
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…
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…
We recently published a briefing paper with the Harvard Business Review about how artificial intelligence (AI) can turn investment research into competitive advantage. In the first post of a series summarizing the findings, we discussed some of the challenges analysts face due to information overload. Technology may have contributed to this overload, but it can…
Sentieo recently partnered with the Harvard Business Review (HBR) to publish a briefing paper explaining how research powered by artificial intelligence (AI) can provide a source of competitive advantage for investment firms. The paper highlighted how inefficient research processes can hinder a firm’s pursuit of alpha and while technology is part of the cause, intensifying…
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…
Even before the start of the COVID-19 pandemic, we started to see a transformation in the types of internal communication and collaboration tools being used by workers in the modern business landscape. Gone are the days of archaic email and phone calls. Instead, efficiency and productivity in the workplace has been streamlined by team collaboration software…
In next week’s webinar, we will go over building a thesis in Sentieo’s RMS (Research Management System). We still come across many haphazard systems for research management (from consumer apps to “systems” with no connection to the rest of your workflow). This leads to several problems: Analyst Inefficiency The lack of integration with the rest…
Today we are recapping highlights of a discussion between Chris Terry, Vice President, Portfolio Manager, and Senior Research Analyst at Dallas-based RIA, Hodges Capital Management, and Nick Mazing, Head of Research at Sentieo. Nick: Can you tell us about your background and the focus of Hodges Capital Management? Chris: I am a portfolio manager, analyst,…
