BamSEC and AlphaSense

The Power of AlphaSense with BamSEC Research

The filings and transcripts you already rely on from BamSEC can now be supplemented by AlphaSense’s financial data and Canalyst models, decision-grade AI, work product tools, and Channel Checks, all in one platform.

The AlphaSense platform includes the following features that help research professionals accelerate key workflows to make more confident decisions:

Financial Data and Models

Beyond filings and transcripts, AlphaSense's Financial Data suite gives you standardized financial statements and consensus estimates across 19,000+ public companies, along with sector-specific KPIs that go beyond GAAP, like subscriber counts, same-store sales, and production volumes. Instead of pulling numbers out of a 10-K by hand, you get clean, structured data ready to drop into a model or comp table.

Our Canalyst models put a library of 4,000+ ready-to-use Canalyst models at your fingertips, each one updated automatically after earnings, while the M&A Screener lets you filter public deals and private funding rounds across 400+ criteria to find targets faster. Add 115+ pre-built industry comp sets and a native Excel add-in, and most of the manual work of building comps or refreshing a model goes away.

By integrating AlphaSense’s financial data and BamSEC into your financial research workflow, you can search across multiple companies and their SEC filings at once, pull up historical disclosures, build models, and benchmark performance against peers, all without leaving the platform or reconciling numbers by hand across separate tools.

Decision-Grade AI

More AI doesn't automatically mean better research. Generic AI tools connect to more sources and produce more output, but connecting to a filing isn't the same as understanding what it means, and a single hallucinated number can undermine an entire strategy or investment decision.

AlphaSense offers decision-grade AI with an LLM trained specifically on financial language, providing every answer tied back to a citable source you can verify in seconds and trust. Because every output stays defensible, you can pressure-test a model's assumptions against AlphaSense's underlying research and catch conflicting signals before a deliverable reaches a client or the board.

Generative Search

Generative Search is a conversational search and analysis tool that allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

Deep Research mode automates the creation of in-depth analysis about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic. All of this happens in a fraction of the time it would take a human.

SuperAnalyst (in beta)

SuperAnalyst is an always-on agent built to run entire workflows rather than answer a single question. Set it up once, and it keeps working on a project, a recurring report, or your day-to-day tasks without needing to be re-prompted.

SuperAnalyst is a set-it-and-forget-it AI agent that:

• Can autonomously interact with all of the data and tools on the AlphaSense platform, including actions like downloading Canalyst Financial models, creating and editing Watchlists, and setting alerts.
• Has a persona-specific, preconfigured set of skills purpose-built to help you automate your most repetitive work.
• Has persistent memory, so nothing is lost between sessions or stages of a project.
• Can write and run code to perform data analysis, build visualizations, and create polished work products in PowerPoint or Excel
• Can run entirely on its own, triggered on a schedule (daily or weekly) or by events like new document alerts or model updates so your most routine workflows just happen.

Workflow Agents

AlphaSense Workflow Agents are pre-built, end-to-end research workflows that transform hours of manual work into minutes with a single click — no blank page, no prompt engineering. Each agent is designed around a specific task: generating a company profile for an IB pitch, running a diligence scan of a niche sector for a PE analyst, or surfacing market adoption signals for a corporate strategist. For teams that want full control, Custom Workflow Agents let you build and automate your own recurring workflows on top of the same Generative Search technology. These custom agents can also be scheduled to operate autonomously, so your briefing or report gets sent to your inbox before you need it.

Our powerful AI capabilities work across AlphaSense's extensive content library and BamSEC filing research, so a screening exercise that used to take a week comes back in minutes.

• Generative Search – Allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources with citations.
• Generative Grid – Runs the same set of questions across dozens of documents at once, returning the answers in a clean, exportable table for comparing companies or quarters side by side.
• Smart Summaries – Breaks down the positives, negatives, outlook, and Q&A from every transcript automatically, with every bullet linking back to the exact snippet it came from.
• Sentiment Analysis – Tracks tone over time so you can catch an inflection point before it shows up in consensus estimates.

The combination of AlphaSense’s powerful AI features and BamSEC’s streamlined filing research compresses weeks of manual synthesis into minutes.

Work Products

AlphaSense's work product tools include native AI assistants built directly into PowerPoint and Excel. Instead of exporting research and starting a deck or model from scratch, you can build pitch decks, board presentations, financial models, memos, and competitive analyses on your firm's own templates without leaving the app you already work in.

• Deliverables within Generative Search – Users can upload corporate templates and style guides, and automate recurring deliverables through AlphaSense’s scheduled agents. Create anything from a one-page competitive brief to a 40-page board deck with a single prompt, then refine it conversationally.
• AlphaSense for PowerPoint – Query AlphaSense’s full content library from inside PowerPoint, place source-grounded insights directly onto slides, and apply firm-approved templates under time pressure. Review finished presentations for logical gaps, stale data, and inconsistencies before they reach a client, senior stakeholder, or boardroom.
• AlphaSense for Excel – Edit models, add scenarios, and restructure outputs using natural language without breaking formulas or dependencies. Pull live financials, filings, transcripts, and comps from AlphaSense into Excel with full source traceability. Pressure-test assumptions by cross-referencing model inputs against AlphaSense research, surfacing conflicting signals before deliverables are shared with senior stakeholders or boards.

Integrating these work product tools into your AlphaSense workflow allows you to streamline your research and accelerate decision-making ahead of every key deadline, meeting, or earnings call.

Expert Insights

A 10-K or earnings transcript tells you what a company says about itself. AlphaSense's Tegus Expert Insights library tells you what the market around that company is actually seeing, from the world's largest and fastest-growing collection of investor-led expert calls, with 260,000+ transcripts across 27,000+ public and private companies. These are interviews with former executives, customers, competitors, and industry specialists, and because they live inside AlphaSense, you can query the entire library in natural language and get cited, synthesized answers in seconds instead of reading thousands of transcripts by hand.

On top of that depth, Channel Checks add a real-time layer. AI-led interviews with distributors, suppliers, and retailers surface signals on demand, pricing, and competitive dynamics from the people closest to them, often weeks before those shifts show up in a filing or get priced into consensus estimates.

• Investor-led transcripts – 260,000+ expert calls across 27,000+ public and private companies, searchable in natural language with cited answers through Generative Search.
• Channel Checks – Real-time, AI-led interviews with distributors, suppliers, and retailers, covering 350+ tickers across technology, healthcare, industrials, energy, and consumer.
• Research-grade consistency – Every interview follows a structured questionnaire built by AlphaSense's subject matter experts, so results are comparable across companies and over time, rather than a series of one-off anecdotes.
• Compliance-reviewed – Every session undergoes a multi-layered compliance review to guard against material non-public information before it's published.

For BamSEC users, that closes a real gap. Filings and transcripts explain what happened, and Expert Insights explain what's happening on the ground right now, from the suppliers and channel partners who see it first. Combined with the quantitative filings data and AI workflows you already rely on, they add the qualitative, forward-looking layer needed for a genuinely 360-degree view of a company, not just a backward-looking one.

Close the Gaps in Your Financial Research with AlphaSense

With BamSEC now part of AlphaSense, you can access unrivaled financial data, decision-grade AI, expert insights, and streamlined SEC filing research, all in one platform, to accelerate your financial research workflow.

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