The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…
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Podium
Score7 out of 10
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Podium, formerly Repdrive, is a ratings and review management platform from the company of the same name in Provo, Utah.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Podium is well suited for several types of businesses. If you are an entrepreneur or small business owner, Podium would be a great way for you to ask that customers leave you a review online sharing their awesome experience. For medium to large businesses, Podium review invites can be automated through the company's customer management system, allowing the use of Podium to be simple and not timely, even with a large customer base. It may not be appropriate for a large company to manually send out individual review invites
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Maintains conversations indefinitely, so we are able to go back to confirm details from conversations.
Provides the ability for our company to have a 'team' messaging platform where we can communicate with one another via single person to a single person, groups where we can add/subtract members of the group... this is invaluable to our organization.
Until today(!), we could 'share' or forward a message to one another; oddly, that feature disappeared just today, so I'm hoping it's a glitch!
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Account manager communications: I had been asking my Podium account manager for integration with our CRM tool for over 8 months before my account manager fell silent. After another 6 months, I proactively reached out only to find out that the integration had been in Beta for months and 8 other companies had already integrated. It was frustrating that my account manager did not remember a key request and make the Beta available to me the minute that it was open.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Again, Podium has been so wonderful in the year and a half we have been using it, we are able to integrate it with our CRM and use alot of the available features. The most helpful has been getting TONS of reviews on MULTIPLE sites through Podium!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
While giving our clients the ability to leave a review was there, we had much worse results and got fewer reviews through the Podium portal than we did by sending our clients simple email requests, or simply having our service staff ask for a review while still on the clients' job sites.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have to send an email to get information. They have a chat system but I end up having to go through my rep for account questions. It was a little frustrating to not have a direct phone number to call with questions. I would like to see a helpline added.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use Digital Air Strike at our two GM dealerships because it is one of a small list of reputation management companies authorized by GM as part of their SFE program. Digital Air Strike surveys our customers and invites them to write a review about our dealership. It is not as effective or flexible as Podium so we have been using Podium at those dealerships alongside Digital Air Strike. We also recently started a trial use of ReplyPro which is a service that monitors review sites and writes customized responses to positive reviews and suggested responses to negative reviews. I'd like to see Podium add this as part of their service so we can consolidate 3rd party vendors and manage every aspect of online reputation management from one place.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Its easy to scale to different departments as needed. We initially began using it to solve one problem and as new features became available it was easy to scale this and include other departments who could benefit from its tools
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am glad there are card readers now, sales team members too often try to just send a request instead of taking payment onsite.
It's made capturing messaging leads much easier.
It's worth the cost but if it did a few more things it would be worth a lot more to us. Document signatures, surveying after jobs, even geotagging of photos/reviews for SEO
