Since 2011, we’ve continuously reinvented the AlphaSense platform to leverage exciting proprietary AI technologies that help financial professionals find insights faster in the age of information overload. Capitalizing on 10-plus years of developing our proprietary AI and genAI capabilities, AlphaSense’s newest features Enterprise Intelligence and Smart Summaries, allow leading companies and institutions to accelerate their research processes, raise organizational IQ, and quickly make critical business decisions with confidence.
Our customer base is a testament to our success, as AlphaSense’s clients include more than 75% of the top asset management firms. It is through their continuous support that I am pleased to announce that AlphaSense was named the #1 Leader in G2’s Winter 2024 Grid Report for Financial Research. Receiving an overall G2 score of 95 of 100, AlphaSense beat out all other competitors in this category.
This milestone is all thanks to our user feedback, the root of our product. We remain customer-obsessed in our pursuit of helping our clients expertly navigate unpredictable markets by having the best market intelligence at their fingertips.
G2’s Grid® Report is designed to highlight the voice of real Financial Research software users. Based on actual product reviews from G2 users combined with third-party data, G2 analyzes and rates financial solutions to help buyers select the right vendor for their organization.
Revolutionizing Market and Financial Research
At AlphaSense, helping our users successfully navigate this challenging macro environment means providing the right insights and, consequently, constantly reimagining our platform with the latest AI technology and extensive content sets.
Through our acquisition of Sentieo, a financial intelligence platform designed specifically for the investment management industry, we have been able to continue offering premium functionality and content so that professionals can leverage insights and make better decisions.
With that being said, last year, we released significant product improvements and innovations that allow our clients to stay prepared in the most volatile times, including:
- Launching our first generative AI-powered tool, Smart Summaries, which identifies the most critical factors impacting a company’s earnings performance–sourced from across market perspectives–and synthesizes that information into bulleted lists that are always auditable down to the original document.
- Improving our quantitative data analysis capabilities with Table Explorer, a tool that automatically generates a spreadsheet style-historical table for any numeric chart in major SEC filings (10Q/K, 8K, 20F, etc).
- Updating our powerful monitoring capabilities with a more customizable and collaborative Dashboard experience, including the addition of a portfolio monitor (which allows you to more seamlessly switch between monitoring entire industries and watchlists to drilling down on specific companies), a widget gallery, and the ability to share dashboards with colleagues within your organization
- Making it easier than ever to quickly uncover key images, charts, and tables from within long documents with Image Search
- Leveling-up how our customers collect and share critical information with Notebook+, which in addition to advanced text editing capabilities, includes the ability to create and share templates, co-edit with collaborators, share notes across your team, and more!
But, again, the power of AlphaSense is best told by our amazing clients. Read what they have to say about how our platform—everything from our proprietary AI search technology to our vast content universe—benefits them:
“My favorite feature of the AlphaSense platform is perhaps how it will only show you sources that have your keywords 10-15 words apart. This lets you get rid of all the noise that you get on traditional platforms like Google, and helps you better focus on a single source.”
– Simran Dass, CPP Investment Board
“By far the most powerful aftermarket research tool on the market. AlphaSense’s smart search function is like doing a CTRL+F on every corporate document ever published; plus you get synonyms, not just exact matches!”
– Investment Associate in Venture Capital and Private Equity
“AlphaSense is my one-stop-shop to search for business content across multiple sources. Its natural language search recognizes the synonyms and is unrivaled in finding what I actually want. AlphaSense is tightly integrated into my research workflow and I use the platform on a daily basis.”
– Verified User in Financial Services Industry
The Value of AlphaSense
To our clients, I’d like to personally thank you for your continued loyalty to AlphaSense and your feedback that has shaped the platform to better suit your needs. Our placement in this G2 report is all thanks to you!
To those considering other solutions mentioned in the report, I’d like to share the value of AlphaSense and have you join our ever-growing community of happy customers that contribute to G2 reviews with this quick demo video.
Vice President of Financial Services
As Vice President of Financial Services, Frank leads the sales organization serving financial services clients and prospects at AlphaSense. Previously, Frank spent 12 years at FactSet helping build the fixed income focused sales and specialty sales teams, followed up by managing the Northeast Region. Prior to that, he worked in Investment Management Sales and Customer Success at JP Morgan and Russell Investments.
Read all posts written by Frank Nash, CFA
