FactSet Workstation vs. Survicate

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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Survicate is well suited for very basic intercept polls and is less suited for more complex surveying tasks (e.g., anything more than basic skip-logic or surveying niche cohorts) and longitudinal surveying (e.g., comparing responses from the same or similar cohorts year over year).

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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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• IMO, the strengths of feedback lite is what it is called for - 'lite"... it is basic, simple, and easy to set up and use.
• Especially should be mention that it is easy to set up, and you can have it working in less than a few hours.
• Reliable - I don't remember even one "problem" or an issue we experienced with it.

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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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• In my opinion, inconsistent and visually unappealing survey visuals (e.g., NPS and cSAT questions look completely different from each other, creating a disjointed visual experience)
• Poor customer service (in my experience, issue resolution can take weeks)
• Lack of clarity around API & other technical capabilities requiring engineering assistance
• Very limited maximum response limit per month

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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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We use Survicate for now, over 7 years, and the tool is being constantly improved. New features and products has been introduced over the years. The team listens to our feedback we sometimes share, and improve the product based on that. We really appreciate being supported by the Customer Success, all the insights and help we got from them. And even though they introduced many new features over the years, the tool still remained super easy to use, even from new employees that join our team

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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It's rare to use products that offer wide range of features, and yet are really ease to use. Over the years, the product has changed a lot, they introduced numerous new features, but the product remained really simple to use. We know it, because new employees who join our team, have no problem in starting to use Survicate on their own, without and dedicated training. The UI is really clear.

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

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We had a lot of issues during implementation that required help from Survicate's engineers. In my experience, it took us over 4 weeks to be fully up and running due to lag times in communication.

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Setup was simple. One-time installation for our website and inside the product. We used Google Tag Manager to implement Survicate. So within 2 hours, we were able to run surveys, and also all attributes and events were passed to Survicate, so that we were able to use them to trigger surveys

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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Considering the simplicity of the need, and the cost of such solution (~600$/yr), I don't think there was very deep research for any alternatives. The main alternative was embedding a feedback tool "organically" into our site, that option was taken off the table, for strategic considerations.

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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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• We had a business need - to collect feedback on our support knowledge base content. Feedback Lite fulfills this need, with simple, easy to use, solution.

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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