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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Oktopost
Score 9.0 out of 10
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Oktopost empowers B2B enterprise and mid-market companies across Tech, Financial Services, Healthcare and other sectors to adopt a data-driven approach to social media marketing. Oktopost's social media management, social listening, and employee advocacy solutions enable B2B organizations to amplify their brand on social and measure the real impact of social on the business. Oktopost aims to enable marketers to better engage with customers and prospects, get actionable insights, and…
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.
Oktopost is great if you have several Social Media profiles you want to manage and want to schedule and post all your things in a simple interface. They have a great calendar view that shows everything that is coming up and you can easily move or change postings with a few clicks. It is also good for managing a single account. It has all the features I need for our single account markets, like campaigns, tracking, scheduling, etc. I think if you are trying to manage a very large number of social media profiles it might get a bit difficult. There are tools more suited for that than Oktopost that may be easier, but Oktopost would still work.
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.
Sometimes there were bugs in the user experience, but they seemed to be quickly addressed.
They didn't seem to have experience dealing with large-scale company use when integrating with Eloqua information. We had a lot of issues with false data or form submits showing up.
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
I give Oktopost a 9, as a 10 means NO improvement is needed, but all platforms must iterate and improve. Hands down Oktopost is the B2B marketing leader in the social and content marketing world. They are also very quick to work on things and make the experience better for users. I would say I was a very early adopter of Oktopost and have seen them grow into a very useful tool and also a great company! I am VERY excited to see what they will do next to make our B2B marketing jobs more efficient and results producing! Thanks for helping our business close 10 accounts from LinkedIn in the last year! And that is up from ZERO the year before NOT using Oktopost.
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)
Because in general is very good, the support team is always happy to help and you can ask them anything. They always have the solution. I also like the new functionalities that they are implementing; each month, we have something new. The end user platform is very easy to be used by the sales people.
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.
When I have sent in questions to support, I have received answers pretty quickly and they were helpful. However, I would like to see more information on the support page rather than having to contact them directly.
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.
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.
As I stated earlier, I would suggest doing a quick session with the Oktopost team in order to properly set up the account and make sure you are getting the full experience.
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
The integration with SalesForce and Marketo was the number one reason we went with Oktopost. It wasn't until after I got inside and got my hands dirty that I saw how great Oktopost was. The analytics reporting is sensational. It allowed me to easily pull reports to organize for my marketing department.
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.
Ability to quickly and comprehensively provide metrics on all activities to internal users and external clients helps inform and direct immediate and long term posting decisions.
Ability to integrate with websites and marketing platforms allows for an understanding of user interest beyond the awareness arena and into the conversion arena.
Ability to quickly post allows for immediate input during time sensitive social discussions.
