AlphaSense vs. Klue vs. Meltwater

AlphaSense is very well suited to investing teams that need a research management system that has a robust database behind and rich content management features for note-taking. AlphaSense may not be well-suited to individual investors who want data access but don't need to be sharing notes to a wider team. The sharing features are what make AlphaSense most useful.

Incentivized

I dont know how useful it is for a bdr. I think it is more suited for an AE postion where you need indepth information instead of quick on the run information to book someone in the phone. I think it is better for case building to have that amount of information

Incentivized

If you practice media relations in your role, Meltwater is helpful. You can do research to find relevant publications and journalists, build media lists, export them to share with a team or client and you can also keep notes on your campaigns. I like using it for research, although I do research outside the platform, as well, to be sure to be thorough (and some of the info in the database is outdated). I would say if you don't practice media relations, it's probably not as useful. There are other tools that do a better job if you want to search for media or social media mentions, for example. If you are looking for an all-in-one media relations tool that's relatively easy to use, Meltwater is probably a good fit.

Incentivized

• Summarizing information across multiple company documents via their new Generative Grid tool.
• Aggregating the latest insights from diverse sources - broker research, expert insights, company documents, and news.
• Providing a repeatable way to query information.
• Smart keywords to help you search, e.g., car = auto = automotive.

Incentivized

• Battle card
• Design

Incentivized

• Up to date contact information. It is actually relevant and active info, not always the case with others.
• The user interface is better than most tools. While not perfect, it's pretty easy to figure out how to get what you want.
• Their support is excellent. Anytime I've needed help I can call, but better than this, they proactively call and assist.

Incentivized

• The whole platform should be much faster with less lag.
• The layout of the document search isn't great. Often, I find it hard to expand sources or dates.
• Financials sections should be customisible, i.e. bolden certain ratios, remove others etc.
• "Error loading documents, please refresh the widget" should be seen fewer times than often.
• Why can't I export events dates to my Outlook calendar?

Incentivized

• Doesn't currently capture reviews (like this one).
• Battle card templates are limited.
• Push alerts when changes occur on tracked pages.

• Their tracking system for media mentions isn't perfect - we have stumbled across several posts mentioning our company/product that were not picked up by the platform. While frustrating, we send these URLs to our rep and their tech team ensures that that website will be monitored moving forward.

Incentivized

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

Incentivized

We have had great success with Meltwater Buzz the past 2 years. The reporting has been great for our board reports, seeing the conversations going on between our followers helps us to learn who our audience is and what we can do better on our social media. The analytics we see on Meltwater Buzz we could not get anywhere else

Incentivized

For my daily work AlphaSense is inevitable, as it holds a real added value compared to most of the CI platforms. It really makes my work more efficient and contributes to better strategy and decision making in the company. Datalog is
available up to 15 years, which is a real advantage compared to other CI platforms that can only start competitor monitoring following the signature of the agreement.

Incentivized

It is a bit overwhelming to have that amount of information in the same place. And sometimes it can be a bit tricky to find the relevant information you need at the time you need it. It is nice to have that level of information but it kind of useless if you dont know where it is.

Incentivized

Once you get some basic training it's pretty easy to use. I would like to see training manuals, or instructional videos to help me explore features I'm not currently using.

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 :).

Incentivized

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

Incentivized

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.

Our account rep at Meltwater went dark for a long time. Then, a couple of weeks ago, our new account manager reached out to set up a meeting. Apparently, they had a big shakeup in the company, and there were some personnel changes. Our new account rep was great in discussing the platform's capabilities that were available to us and even offered to schedule a follow-up meeting with his technical team to introduce our new social media team members to the platform and how it could help them with their jobs.

Incentivized

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.

Incentivized

Again, really in-depth and helpful for a program that is really easy to use.

Trainers address the basics, and such training was meant for new users. Instructions are really helpful by providing scenarios that our team will face in our daily tasks. It will be more thoughtful if the training is conducted by case studies so as to allow new users to get first-hand experience during the training.

Incentivized

Walked step by step through program. Very informative on a program that doesn't require much training.

seamless integration

Incentivized

You are only allowed 15 users, so make sure you've identified who will have access to use the tool.

Compared to FactSet and PitchBook, AlphaSense is a good tool to fill my suite of financial analysis. PitchBook is superior for private company and transaction data, as well as screening for similar companies (the sourcing feature of the job). FactSet is superior for financial analysis for public companies, as well as charting data. AlphaSense is superior in research for documents and deep dive industry research (mostly qualitative) and grabbing data from financial documents

Incentivized

Klue seems much easier to use, and also had a better engagement experience during our trial period. They're insanely customer focused.

Meltwater serves as an all-in-one platform, so it has benefitted us greatly in being able to service a variety of needs in one place. Having a streamlined platform is important to our team since it can feel counterproductive to visit a variety of products to service one client's needs. So, Meltwater has been essential in ensuring our needs are met through one destination.

Incentivized

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.

Incentivized

• Research speed has now increased to a single day, allowing us to find everything we want about an industry, compared to 3-5 days before with Alphasense.
• Comps analysis, gathering detailed financial information, is now seamless and can be completed in less than 1 hour, compared to 1-2 days.
• Expert interview access, before Alphasense, we had no way of including this into our analysis. This has significantly improved the quality of our decisions and research.

Incentivized

• Positive in terms of alignment around product messaging

Incentivized

• Improved PR reporting, for sure.
• Competitor analysis for clients and ourselves.
• A great ability to track the news and understand particular news drivers for certain industries, allowing us to get our client in front of the media at or before the perfect moment.

Incentivized