Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.
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PersistIQ
Score 4.1 out of 10
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PersistIQ is a sales intelligence solution. The solution integrates with Salesforce as well as marketing automation platforms.
Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
PersistIQ is well suited for outbound marketing. It's great for setting up sales and marketing campaigns to new and prospective clients. The fact that PersistIQ emails are basic (they look like normal personal emails) and easy to personalize, makes the whole process feel more genuine than, say, MailChimp. PersistIQ won't replace a bulk emailing tool or CRM. It serves a different purpose than, for example, Marketo or MailChimp, two products we also use
S&P Capital IQ's add-in slows down my Excel when I incorporate formulas into it.
S&P Capital IQ's algorithms don't necessarily look in the footnotes of company filings, which can make for a less robust analysis of financials and multiples than desired.
The user interface is not very user-friendly and thus makes maximizing the software's features difficult. It could be more intuitive to use and not so busy (e.g. not so many small icons on one web page). The S&P Capital IQ support team, however, is always available and very helpful.
We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
We decided on PersistIQ because it was cheaper than the incumbents and as we were starting we wanted to see if this would be helpful or relevant to us. We later discovered Apollo.io and we might switch to them as they are also cheap and look better, but we might also get back to manual emailing and Linkedin connecting.
We were a boutique investment bank, so it helped multiple people doing their job at the same time instead of waiting for a turn on the Bloomberg terminal.
Brought more interactive reports in PDF format to the table.
