FactSet Workstation vs. Sendible

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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I have a fairly straightforward use case for Sendible and it meets almost all of my needs. If you are a small company that needs a collaborative solution to social media content creation, and likely has a small team (or no team) to manage social media postings, I think Sendible is likely a great tool to schedule posts and largely automate social media marketing. A larger company or more involved marketing team could still use Sendible to schedule and collaborate on posts. However, there may be additional features they may want or need (like the ability to promote posts) that may not be available with Sendible.

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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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• Easy to schedule and post to all of your social media platforms.
• Customer support is very accommodating and always there to help. I have never had an issue with reaching someone whether it was for a quick question or to demo other features.
• They have an awesome affiliate program (example: I earned over $600 from one company clicking through an signing up from my affiliate link - yay!)
• Compared to other social media platforms, Sendible has been the most robust with features and ease of use.
• They are always making advances and upgrades to their service offerings to better meet the needs of their customers.

• 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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• Inbox. The inbox of incoming messages/posts is very clunky. Threads are separated into individual messages, making it difficult to follow conversations.
• Reporting. The included reporting features are limited and don't allow for enough customization to be worth using.
• Hashtags. When discussing the 10 most common mistakes (or whatever the title might be), we are unable to say "You won't believe #3" because the system reads this as a hashtag to link rather than just a number. It adds on editing time when approving posts.
• Default settings. As a Social Media Manager, it is annoying to have myself set as default when looking at the content calendar. I don't write the posts, just approved and schedule them, so manually entering in my writers' names in the filters could be made easier by making this an editable feature.
• Instagram. You cannot post multiple images in a single Instagram post from Sendible.
• Service Lists. They are supposed to be helpful in grouping your services (we do this by brand), however, these lists don't pull the information you put on individual services. So if I have a list with Facebook, Instagram, and Pinterest for Brand A, you can't just add the Brand A Service List filter onto the calendar and see all of those posts that are scheduled. They don't seem to have much purpose at all.

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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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If I am given a larger budget to work with then I'd like a program that tracks and collects my PR hits, as well as sends me important info to respond to. I realy like the way New Brand Analytics tracks my Trip Advisor,etc ratings

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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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Sendible is 100% web based so managing social media platforms can be done from anywhere with internet connectivity. During registration, Sendible takes its users on a tour of its main features. The sleek design was engineered by professionals who have great interest in social media marketing. There is ample support in case users get lost and there is no learning curve.

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

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Sendible has a great resource center which I have used multiple times throughout my year using the platform. There are plenty of troubleshooting articles and guides that make it easy to uncover the root of any small issues I may have.

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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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While lacking in some features compared to those big alternatives, Sendible doesn't stop releasing new features every few months and doesn't cost nearly as much monthly as they do for the amount of profiles they allow to manage. Overall I'd say it's a solid competitor if they keep the updates coming and optimize the platform a little

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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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• It helps my business, to manage my clients social media.
• However I was hoping to capture more people who want to use the tool as DIY which has not happened.
• I do not want to let it go but it is currently more of an expense then bringing in a return.

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Independently Invited by TrustRadius

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