AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity research. The platform boasts users among 4,000 enterprise customers. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, and…
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Figma
Score 9.0 out of 10
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Figma, headquartered in San Francisco, offers their collaborative design and prototyping application to support digital product and UI development.
Review investment research to understand analysts’ perspectives on management’s guidance, including commentary on earnings outlook and strategic direction. Also well suited for examining consensus estimates to assess market expectations, identify revisions, and compare projections against company guidance to support investment decisions and highlight key trends or discrepancies.
Figma is a solid design tool to craft the UX design concepts/solutions for digital products. For printed marketing materials such as brochures, marketing flyers, press releases, etc, other design tools such as Adobe Illustrator, Photoshop, or InDesign might make more sense to use for those use case scenarios.
I believe the AI agent could be improved to answer more detailed questions and provide better data.
Access to real time financial data in a similar vein to Koyfin.
The ability to easily search across all company decks to be able to quickly gather all relevant slides for a specific topic, similar to what Quartr offers.
Prototyping in Figma is pretty much nothing more than a glorified slide show. Sure, variables, etc are available but it takes way to long to set them up and even more time when there are revisions needed.
It would be helpful if there were a contextual help system for various functionality. For example, advanced autolayout (like space between) can become very tricky to implement sometimes. I often wish there were an AI assistant to ask for help. I often use ChatGTP to help me through these times.
Searching layers needs to be much easier and more intuitive.
I would like to be able to make groups like the layers palette in Photoshop. That would help with organization and speed a lot.
AlphaSense is a very useful tool and is reasonably priced for our organization. While I may not be a hyper-active user, it's a great resource when I need to quickly do a competitive landscape survey, review publicly available documents (transcripts, etc.), or review Wall Street research
Figma is a pretty cool tool in many areas. My team almost uses it on daily basis, such as, brainstorming on product/design topics, discussing prototypes created by designers. We even use it for retrospectives, which is super convenient and naturally keeps records of what the team discusses every month. Furthermore, I do see the potential of the product - currently we mainly use it for design topics, but it seems it is also a good fit for tech diagrams, which we probably will explore further in the future.
AlphaSense has a very intuitive user interface, and I can tell they have been focused on expanding their product breadth and continuing to innovate on current products. Some basic features are missing or I can't find (I can't just sort expert calls by only the ones that are applicable to that ticker, most relevant is the one that works best, but I want just the ticker)
It's easy to use for designers who are familiar with design terms and functions from Photoshop and Illustrator. However, non-tech and non-designer collaborators have a hard time figuring out how to leave comments and apply changes, compared to other online design tools like Canva and Squarespace. Even simple drag-and-drops and rearrangement of certain blocks become too complicated due to uncommon functions like Hug and Lock.
The availability of Alphasense is great. I have used the software for multiple years and cannot remember ever having an outage issue. This is surprising actually, as I use other software applications that do not have regular outages, but still have outages periodically. Alphasense, on the other hand, never seems to have any outages. Good sign if I can't remember the software not working :).
Loading or performing searches on AlphaSense platform is reasonably fast for most of the time. However, it is sometimes unacceptably long for me to load PDF files (earnings presentation, supplementary financial report) on AlphaSense. Certain features might also take very long time, such as loading for "similar tables" across EDGAR filings, or downloading tables from EDGAR filings
Customer support is very prompt. I get personalized support for search recommendations and content that I could not find in my own search. Support checks in with me on a bi-monthly basis to keep me informed of the many different feature additions, I cannot find a more kind, understanding, and supportive team.
I haven't used their support lately but in the past, they had a chat that I used often. They often responded in a few hours and were able to give a satisfactory solution. I would imagine it's less personal now but the community has expanded drastically so there are more resources out there to self serve with a bit of Google magic.
The person was prepared, attentive, understood the nature of my questions, was willing to work through any difficulties or misunderstandings, was patient, and super pleasant to work with. Great customer service.
In-person training has its own benefits - 1. It helps in resolving queries then and there during the training. 2. I find classroom or in-person training more interactive. 3. Classroom or in-person training could be more practical in nature where participants can have an hands on experience with tools and clarify their doubts with the trainer.
Our online training was led by a AlphaSense representative. The training is always good. The bigger issue is our time availability to remember the training and utilize it. The trainers will show us examples and then ask us for real industries or companies of interest to use so that the training is most relevant.
Online training has its own merits and demerits - 1. Sometimes we may face issues with connectivity or the training content 2. The way training is being delivered becomes very important because not everyone is comfortable taking online training and learning by themselves. 3. With the advancement of technology online training has become popular but there is a segment of people who still prefer class-room training over online one.
Special features of AlphaSense that made us decide on this CI platform: - US-based market and competitive intelligence platform with various premium content (broker information, expert calls, earning transcripts, original company documents etc.) - AlphaSense is a trusted CI platform by world’s leading corporations and financial institutions - AlphaSense’s proprietary AI stack has been meticulously engineered over a decade so that their AI accelerates speed-to-insight so clients can act with confidence when making critical decisions - Private and public companies, therapeutic areas and products can be monitored - Datalog is available up to 15 years, and advanced search is supported for them - Curated newsfeed is available from more than 3,500 top news publications, client requests and hand-picked vendors for premium subscription - Very advanced company profiles are available by default with newsfeed, original company documents, expert calls and reports - Newsfeed and alerts can be also set by admins and individual users
Figma compared to other tools has user friendly UI which is very easy for all levels of designers. Compared to Adobe XD and Sketch Figma is stable, while in other tools I have faced software crashing in the middle of the work which resulted in loss of data/design. Compared to other tools it's fast and shows less lag. Collaboration in Figma is very easy as it is cloud based but in XD it's not that smooth working with other designers.
It has been very simple. Contract terms are standard for an online portal. Of course, I would like unit pricing to be lower so I could get more users on the license or to rotate seats to get more value out of each license. Billing frequency has been standard as well. This could be more significant for a larger customer.
The sharing features provides by AlphaSense mean that it can be readily scaled for teams within an organization and, subject to compliance requirements, with client organizations. The ability to share annotations of transcripts and investor releases is valuable, and facilitates collaboration between analysts.
AlphaSense has allowed us to generate deeper competitive insights. For example, we conducted an in depth analysis of the aerial data analytics (drone) industry, and AlphSense helped us narrow in on the market leaders and their various strengths / weaknesses.
AlphaSense has improved our team's overall efficiency. With Stream in particular, we are able to pinpoint insights in a matter of minutes through the transcript feature as opposed to having to conduct a series of calls ourselves. This is a significant time saver.
AlphaSense has allowed us to make more informed decisions on our public holdings by providing us with unfettered access to equity research analyst reports.
