Overview

AlphaSense

AlphaSense is a secure, all-in-one market intelligence and AI search platform built for robust financial and market research. This tool is ideal for firms looking to accelerate research, enhance productivity, and gain a competitive edge using AI and automation. 

Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also recognized by Forbes as a top 50 AI company in 2023.  

Here’s how AlphaSense helps you extract insights and access both high-value internal and external content with the power of artificial intelligence—all in one single platform. 

AlphaSense and Tegus

As of July 2024, AlphaSense and Tegus have joined forces, bringing unparalleled access to even more insights and covering more industries and companies than ever before. 

Both platforms come with extensive libraries of high-quality content, as well as powerful AI tools that allow users to easily extract valuable insights and maximize their market research.

Tegus has a fast-growing library of high-quality expert research, which includes coverage of 35,000+ public and private companies across TMT, consumer goods, energy, and life sciences sectors. Additionally, Tegus’ financial data offering, which includes financials, KPIs, and fully drivable models on more than 4,000 public companies, as well as its BamSEC self-serve solution to search and access securities filings, adds new and unique offerings to AlphaSense’s extensive product suite and datasets. 

Extensive Out-of-the-Box Content Library

AlphaSense comes equipped with an extensive collection of external market intelligence and research that comprises over 10,000+ private, public, premium, and proprietary data sources. Our platform is purpose-built to speed up your team’s access to information on all the relevant topics and companies driving your market.

Our external content sources include news, trade journals, and company documents (including SEC and global filings). Beyond that, AlphaSense also gives users access to two proprietary and premium content offerings. These are:

  • Expert Insights – 50,000+ expert transcripts featuring one-on-one calls with competitors, customers, professionals, industry experts, and former and current executives. You can also request bespoke 1:1 expert calls for less.
  • Wall Street Insights® – A collection of broker research from Wall Street’s leading firms, covering global sector themes, industries, and companies from 1,000+ sell-side and independent firms, available within the AlphaSense platform. Research professionals can even preview the contents of a broker report, saving them wasted time and money on potentially fruitless research.

Designed for enterprise-level organizations, AlphaSense also enables you to upload, index, and search through your own content using our smart search technology. That includes:

  • Internal research, notes, and presentations
  • Reports from industry and market intelligence providers
  • Newsletters, web pages, and RSS feeds
  • Meeting and conference notes

AI Search & Summarization Technology

With over 10+ years of investment in AI technology, the AlphaSense platform comes with the following industry-leading AI capabilities:

Smart Synonyms™

Smart synonyms product

Smart Synonyms™ is a proprietary AlphaSense feature that uses AI technology to recognize both the keyword and search intent behind any query. 

AlphaSense uses advanced algorithms to eliminate noise from your search (i.e., content with matching keywords but ultimately irrelevant to your search objective) and leverages variations in language to pinpoint the exact information you need.  

Sentiment Analysis

Sentiment analysis, a natural language processing (NLP)-based feature, parses through content and identifies nuances in the tone and subjective meaning of text. It then uses color coding to help readers identify the document’s positive, negative, and neutral sentiments.

This technology assigns each search term a numerical sentiment change score to help users track any slight change in market sentiments across time. Users can leverage these historical change scores to make better-informed investment decisions and improve their risk management strategies. 

Generative AI

knowledge discovery tools smart summaries

Unlike other consumer-grade generative AI (genAI) tools trained on publicly available data, AlphaSense takes an entirely different approach. Our industry-leading suite of genAI tools is purpose-built to deliver business-grade insights and leans on 10+ years of AI tech development. Our proprietary AlphaSense Large Language Model (ASLLM)—trained specifically on business and financial data—matches or beats the leading third-party LLMs over 90% of the time. 

Our suite of genAI tools currently includes:

  • Smart Summaries – This feature allows you to glean instant earnings insights—reducing time spent on research during earnings season, quickly capturing company outlook, and generating an expert-approved SWOT analysis straight from former competitors, partners, and employees—as well as instant insights from broker reports and expert calls.
  • Enterprise Intelligence – A first-of-its-kind offering that delivers AlphaSense’s AI-powered search and summarization capabilities to customers’ internal organizational knowledge.
  • AlphaSense Assistant (in beta) – A genAI chat experience that transforms how users can extract insights from hundreds of millions of premium content sources within the AlphaSense platform.

Integration Capabilities

Even the best companies fall victim to work silos, but forward-thinking organizations can avoid them by leveraging the advanced collaborative tools found in modern market intelligence platforms like AlphaSense.

Seamlessly Integrate with Other Tools

AlphaSense works with the apps and tools you already use to help you be more productive with less effort. Connect with integrations to Box, Sharepoint, OneNote, or leverage our API suite to securely upload your proprietary content to the platform.

APIs

API capabilities provided by your market intelligence platform allow you to build your own tools to get maximum ROI from the content sources you can now access. For example, AlphaSense offers the following APIs for users to leverage our proprietary technology and content across other parts of their strategies:

  • Alert Feed API: Real-time data feed based on saved searches and alerts.
  • Search API: A solution that provides real-time, programmatic access to AlphaSense search infrastructure to query and filter the database of documents from a third-party domain.
  • Ingestion API: Integration, processing, and enrichment capabilities for internal or custom content sets.
  • AI API: Enrichment capabilities that enable company recognition, sentiment, themes, and KPI services for internal content.

Monitoring, Analysis, and Collaboration Tools

AlphaSense is designed to help users find insights faster. To do that, we offer several tools that extend beyond search and summarization to help users accelerate research tasks:

  • Customizable Dashboards create a centralized information hub for monitoring key companies and themes, while tailored real-time alerts provide real-time updates.
  • Smart Alerts monitor the most important themes, companies, and market updates with weekly, daily, or real-time alerts.
  • Notebook+ and commenting features increase collaboration and help teams manage and share insights more effectively. Notebook+ also includes templates that streamline the process of creating deliverables and folders for better content organization and retrieval.
  • Table Tools streamline your quantitative analysis by enabling you to export modeled time-series data on company financials.
  • Image Search allows you to surface insights buried in charts to quickly capture data without reading through pages of documents.
  • Snippet Explorer allows you to effortlessly look at any topic or theme and all its historical mentions in a single view.
  • Our Black-lining feature allows you to automatically identify any QoQ changes in SEC filings.
  • Automated Monitoring allows you to set up real-time alerts that send instant updates on any relevant market movements, news, emerging trends, and competitor activities. The platform also generates snapshots of companies and topics regularly, keeping you ahead of the curve with actionable insights.

AlphaSense Pros

  • Extensive content universe with 10,000+ premium sources of information
  • Access to SEC and company filings
  • Large library of experts and expert call transcripts
  • Ability to set up monitoring tools and automated alerts
  • Ability to annotate and comment on documents
  • All-in-one access to the four key perspectives of market research
  • Smart AI-powered search functionality that helps streamline the research process and ensures you never miss a critical insight
  • Powerful generative AI features that accelerate and enhance the research process
  • Integration with commonly-used programs like OneNote, Sharepoint, and Evernote that enable better team collaboration and productivity
  • User-friendly interface and exceptional customer service

AlphaSense Cons

  • Visualization tools are limited at this time
  • Collaboration tools are limited to users with AlphaSense licenses

Intelligize

Intelligize is a web-based research platform that provides analytics, regulatory insights, and exclusive news and data to 50% of the Fortune 500, 85% of the Am Law 100, and 100% of the Big Four accounting firms. This platform helps its clients stay updated and compliant with SEC regulations, make stronger contracts and agreements, and improve financial reporting standards.

Part of its trove of research documents includes SEC disclosures, financial industry news, financial data, company ownership, M&A insights, and more. Additionally, Intelligize uses a generative AI tool and advanced search technology to extract high-quality insights from authoritative sources and provide links to verifiable citations.

Intelligize provides tailored solutions to both public and private companies as well as law, accounting, and consulting firms. 

Intelligize+ AI

Intelligize+ AI is a genAI tool designed to streamline and enhance your SEC compliance research process by combining advanced search technology with Intelligize’s deep pool of SEC disclosure documents. 

The genAI tool can create document summaries, condensed explanations of documents, which save you hours of research time. It can also be used to compare SEC documents, identify differences, and highlight areas where disclosure standards have significantly developed or changed. The Ask AI feature allows you to ask questions about your search results, and the tool will quickly extract one or more specific data points from multiple documents to answer your queries.

Finally, Intelligize+ AI can benchmark your business against competitor disclosures, giving you better intelligence on risk factors, financials, business models, and management discussions and analysis.

Intelligize Pros

  • Features a powerful genAI tool called Intelligize+ AI
  • Comprehensive database for SEC filings
  • Access to data from both public and private companies
  • Access to expert calls from FactSet
  • User-friendly interface

Intelligize Cons

  • Expert calls are limited to what FactSet allows
  • No access to broker research
  • Access to fewer sources of high-quality information than many competitors