Cheetah Digital vs. FactSet Workstation

I think CheetahMail, being one of the main ESPs in the market, is a quality choice. However, I would suggest that it's really only valuable for a bit larger of an organization, generally having staff of 100+ and revenues in tens of millions -- this is mainly to justify the amount of investment required, so may be cost-prohibitive to some. You also need to make sure that you understand the entire "level of support" you will gain through your specific contract.... the key is understanding what types of resources are within your organization (who's doing the coding? who comes up with the next campaign? What's the overall strategy?) Depending on these questions and resources, may help determine your final needs from a services point of view. CheetahMail can provide a wealth of various services specific to needs (and changes over time as your business changes), but a clear understanding of what you have before you bring them on will really help getting up and running quickly. Also be sure to truly understand the costs for the initial integrations, setups, IP senders, etc.

FactSet works for all my IR needs. I do not see a function for which I use it for that it would be less appropriate. I believe that the tool's efforts towards becoming more integrated with AI are strong and that in time the Mercury offering will be just as competitive as some of the other AI offerings out there today such as AlphaSense

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• Internal management - This is a great web-based tool that allows our users to see what emails go to whom.
• Organization - Many layers of organization for templates since there are many types of remarketing emails that we send out.
• Historical Records - CheetahMail sends us the raw text files of all email actions so we can upload them to our database.

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• Easy/clear UI for navigation
• Easily find and sort through financial filings to get to the data
• Document search functionality seems to be improving consistently with more robust features

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• The organization of CheetahMail could at times be better, as you create more and more mailings, they just pile up in a long list. It would be useful to be able to create folders to store specific mailings in. (ex. editorial, newsletters, marketing, etc.)

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• The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
• transcript to be more timely and more accurate
• on the consensus financial forecast tab, have more segment breakouts like Visible Alpha

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As I have begun exploring competitors, I've come to realize that every competitor offers so much more functionality and integration than CheetahMail does. When we first signed our contract, CheetahMail was much more innovative and at the forefront of email. Since being bought out by Experian, we've seen a huge decline in service and innovation. They have laid off much of their staff and moved their account representatives to Costa Rica. They also heavily rely on on third parties which you will have to pay large amounts of money for while other Email Service Providers have integrated new technologies into their platform. You will get more for your money going to a different email service such as Responsys, Silverpop, Listrak and the like,

We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does

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CheetahMail has a high learning curve to master and requires a lot of backend work with tech teams to set up. Navigation is not the best and everything that should be automated is still extremely manual.

It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform

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I've been very satisfied with the support given by Cheetah, they are always asking and looking for areas where they can help you improve upon your business. They are very knowledgeable and are able to quickly find any answer you are looking for.

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I think the data delivery could be improved, but it's a good data set.

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I believe Cheetah DMS is a bit more complete and a lot more complex to use than Mailchimp. Mailchimp was born as a mail marketing service while Cheetah has always worked across the whole online advertising spectrum making it a better solution for clients that need a certain level of service and sophistication.

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Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.

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• Our efficiency has decreased with CheetaMail actually. Too many service calls to find out why something isn't working as expected, account setup questions, issues with PiP, takes too long to get a simple form built, customer service response time, etc...
• Reporting is not very streamlined. This has caused us to take our reporting offline and use a method with better visibility.

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• hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
• However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.

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