Intelligent Prospecting & Monitoring

Overview

Monitor real-time alerts and signals to stay up to date on important key events and changes affecting your clients.

Boost your advisors' search for new clients by setting up alerts based on territory, served client type(s), and other customized parameters.

Incorporate client-specific signals and valuable content into your workflow from the public domain, your firm, and third-party resources.

Platform Coverage

Platform Details

Establish relevant criteria for your marketing strategy, focus regions, and client types with public and proprietary global corporate data. Integrate daily, artificial intelligence (AI)-derived content such as public web news, signals and scores, aggregated correlation and theme scores, and relationship graphs via a multifunctional, configurable REST-API powered by CID.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.