real time update is the key
I use it for monitoring competitive threats and also to understand the forecast of competitor from analyst perspective.
Overview
What is AlphaSense?
AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity…
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- Search Tools (50)9.292%
- Industry-Specific Information (54)7.878%
- Independent Research Access (52)6.969%
- Private Company Data (43)5.454%
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What is AlphaSense?
AlphaSense is a market intelligence and search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500.
Content and data types include:
10,000+ searchable data sets aggregating broker research, SEC filings, regulatory content, earnings & conference call transcripts, private company data, news, and 3,000+ trade journals
Wall Street Insights®, an exclusive collection of real-time and aftermarket research from global bulge-bracket brokers, as well as regional and boutique firms
Stream’s library of expert call transcripts between business operators and buy-side analysts
Users can also upload their own internal reports and data, making it indexable for internal users in the AlphaSense platform.
AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information.
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AlphaSense: For Decisions That Matter
Salesforce Unlocks Competitive Insights with AlphaSense and Stream
How Wendel uses AlphaSense to never miss investment opportunities
AlphaSense Competitors
AlphaSense Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
Frequently Asked Questions
AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity research. The platform boasts users among 4,000 enterprise customers. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, and India.
Reviewers rate Search Tools highest, with a score of 9.2.
The most common users of AlphaSense are from Enterprises (1,001+ employees).
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(191)Attribute Ratings
- 8.5Likelihood to Renew
- 8.8Availability
- 7.8Performance
- 8.8Usability
- 8.4Support Rating
- 8.3Online Training
- 9.1In-Person Training
- 8.8Implementation Rating
- 8.7Configurability
- 8.1Product Scalability
- 8.2Ease of integration
- 9.1Vendor pre-sale
- 8.1Vendor post-sale
- 8.2Professional Services
- 7.5Contract Terms and Pricing Model
Reviews
(1-25 of 137)Companies can't remove reviews or game the system. Here's why
August 03, 2023
real time update is the key
I use it for monitoring competitive threats and also to understand the forecast of competitor from analyst perspective.
- Keeping update on the latest information
- Analyst and KoL commentaries
- Forecast on sales
- To include competitors from emerging market like China and Russia
July 15, 2023
Great service for market research
I use AlphaSense to get up to speed on a particular business or industry. I typically read expert call transcripts, broker reports, and industry overviews as part of our investment process. It is helpful to quickly search across a compendium of documents and learn about a particular sector we are looking to invest in.
- Easy search functionality
- Call transcripts
- Large amount of data sources
- Ease of use of the platform, there are many different features
- Onboarding more data sources
July 14, 2023
Superb Search Engine!
My position as a research analyst involves me analyzing current and upcoming events revolved around new and upcoming drugs in development. The coverage of my scope is extremely broad, often involving company milestones including regulatory events, clinical trial updates and data release. As such, finding a suitable search platform that allows us to narrow and filter specific news releases is invaluable. AlphaSense has been vital in my day-to-day work in this way. I am able to use broad and combination searches, filter date ranges, and select press releases only submitted by the owning companies. For the 3 years I have been using AlphaSense, it has proven to be a thorough and accurate search engine for me, one where I have very rarely had to carry out additional research to find what I am looking for. Making sure our database contains the best information not only makes our product reliable, but also keep customers happy and retention high.
- Filter news; Able to narrow down via independent and combination searches, dates and company releases.
- Highlights keywords in sentences where it is mentioned - saves a lot of time and hassle.
- Thorough and accurate - very rarely have to carry out additional independent research to find information.
- Very user friendly and easy to use.
- Highly supportive team to help guide you on the functions of AlphaSense. The team always checks-in from time to time to see if they can help you and take any feedback for improvement.
- I have not needed to use the full scope of AlphaSense so cannot comment on the full platform. I carry out basic, but in-depth research which AlphaSense fulfils fully. The only improvement I would like made is for searches to contain the URL or link to where AlphaSense found the information. At the moment I find the required information on AlphaSense, then have to find the source. This is very straight forward but it will save a few minutes per search which adds up over time.
Identifying industry trends, assessing company performance, sentiment linked to companies, getting reminders from recurring industry publications
- Capital market day summaries
- Investment bank analyses on companies
- Industry reports
- Research publications
- APIs to AlphaSense data
- Complex search to ad hoc users
- Limited set of KPI metrics on dedicated company pages
July 13, 2023
AlphaSense does the tedious research work so you can focus on higher-level trend analysis
Business problems and scope:
We use AlphaSense to:
- Market intelligence: what are our competitors doing?
- Investor relations: how are we performing relative to peer companies and segments?
We use AlphaSense to:
- Track our competitors
- Easily comb through publicly traded companies' earnings calls and investor presentations for topics, trends, and sentiment
- Benchmark our company's performance to our peers
- Find small bits of information about competitors, customers, and prospects, including their appearance in the news and in analyst briefs
- Detect trends and big-picture market problems by industry
- Serving as a one-stop-shop for financial filings, earnings calls, investor presentations, etc.
- Auto-summarization of earnings calls
- Fuzzy matching on search terms (e.g., searching on "R&D" captures all sorts of items related to product development and innovation)
- Apples-to-apples comparisons between publicly traded companies' metrics
- Email alert digests (e.g., weekly round-up of M&A activity in our segment)
- Private company data
- Collaboration with colleagues who don't have an AlphaSense seat
- Auto-identifying (and then editing) the peer set of companies that any given company is benchmarked against
July 13, 2023
Great search tool across variety of sources
We use AlphaSense to search public company filings, transcripts and investment research in one place. AlphaSense's search is quick and powerful, and picks up on words w/ multiple common meanings (e.g., searching for "leverage" will return results for "debt"). In my experience, the keyword search returns hits more quickly and with better accuracy than other alternatives I've used in the past. We also use email notifications for certain keywords and new filings and content hitting the site.
- Search is flexible and powerful
- Can search multiple source types, companies and industries simultaneously
- Notifications and watchlist setup is easy
- Support has been solid
- I occasionally see keywords in filings that aren't picked up in my searches
- Transcription could be faster
- Notification templates could be helpful
July 13, 2023
AlphaSense is the best!
AlphaSense is my go-to platform for anything related to research, especially regulatory filings, transcripts, company presentations, sell-side research. Alert feature is also great. Document search is super fast and comprehensive.
- Document search
- Transcripts
- Sell-side research
- Alert
- I appreciate help chat feature but maybe a section that shows some main features? Maybe this already exists....
- For phone app, I want to highlight
- In my experience, Phone app sometimes has bugs, like company disappears from field when i delete key words in search box
July 13, 2023
Great experience with AlphaSense
I use AlphaSense on a daily/weekly basis for up to date news, but more importantly for 3rd party research on the competitive landscape. As part of Collins Aerospace's M&A team, I use the tool to find potential acquisition targets as well as understand how my competitors are acquiring and divesting within the global aerospace and defense market. From a CI perspective, I use AlphaSense to get source data (press releases, SEC filings, etc) as well as 3rd party perspectives.
- One screen for all major information
- Fast and complete access to data
- Repeatable workflows
- Make it easier to remove specific datasets from my results - there are 1-2 sources that are consistently useless
- It would be interesting to be able to select several sections of different reports and have the tool produce a powerpoint deck
- I'd like to select an analysis and automatically pull the prior 2-3 years of related data. If John Doe from XYZ Equity Bank said "ABC Co is great" I'd like to know what he said last year, and the year before and what changed.
July 13, 2023
Great but with room for improvement
I use it to run due diligence on companies in the space. Scope is rather broad.
- Highlight keywords in transcripts
- Comprehensive data sources
- Find obscure company documents
- Search hits for multiple keywords or phrases (google search seems to be more effective for these)
July 13, 2023
AlphaSense Will Make Your C-Suite Smarter!
I don't want to go into detail on how we use AlphaSense at Hussmann because of the competitive nature of our industry. But we use all of the features that AlphaSense currently has made available and we have no complaints whatsoever. AlphaSense is more than a platform, it's become a partnership and we value our relationship with AlphaSense tremendously.
- Find intelligence
- Provide a very wide net of accessible information
- Sensitivity analytics around topics we focus on
- Working with us as a partner not a meal ticket
- Targeted emails with information that I care about
- Better information on private companies
July 13, 2023
Alleviating my workload, day-by-day.
In my position, I locate internal change signals at companies day-to-day to shorten my clients sales cycles.
The scope of my use case includes hundreds of accounts that I typically research for my clients. Back in November 2022 we started looking at AlphaSense to alleviate my workload that included several different services that are direct competitors. Those sources have various datapoints that are useful-, but lacked a thorough output of news and research. Once we made a decision to go with AlphaSense I've been able to keep up with my accounts from a single source, which smoothed over my encumbered work cadence!
AlphaSense has been an immensely supportive tool in making my job efficient. On top of the information thats readily available, I'm able to receive notifications on my phone in regard to those change signals coming in. New features seem to be steady and I've been enjoying the LLM integration they recently implemented to summarize quarterly call transcripts!
The scope of my use case includes hundreds of accounts that I typically research for my clients. Back in November 2022 we started looking at AlphaSense to alleviate my workload that included several different services that are direct competitors. Those sources have various datapoints that are useful-, but lacked a thorough output of news and research. Once we made a decision to go with AlphaSense I've been able to keep up with my accounts from a single source, which smoothed over my encumbered work cadence!
AlphaSense has been an immensely supportive tool in making my job efficient. On top of the information thats readily available, I'm able to receive notifications on my phone in regard to those change signals coming in. New features seem to be steady and I've been enjoying the LLM integration they recently implemented to summarize quarterly call transcripts!
- Provide net new signals regarding news, workforce changes and financials
- Act as a single source of truth
- Divide signals into particular sections that provide ease-of-use
- Contacts
- More research private companies - if possible
- Use the AI/LLM integration to provide a short 'Here's what's going on' within the companies overview page.
AlphaSesne has been invaluable to me and my team as we use it to pull research documents with ease. The preview feature of each page is super helpful, especially when you combine it with key word search which shows you what documents contain that word and where in the document its located. This allows my team to save a lot of time as we are not scrolling through hundreds of pages trying to find what we are looking for.
- Smart Summaries for Earnings Transcripts
- Sending updates on companies you follow
- Having a detailed and informative dashboard
- Sorting brokers chronologically after sorting by broker in research docs
July 13, 2023
AlphaSense provides strong research that's easy to search for a more productive research team!
I use AlphaSense for technology research, competitive insights, and reviewing earnings calls/analyst sentiment. If I have a new technology I want to understand better or want to explore how others are using a specific technology, I use AlphaSense's research and also their customer service to find insightful articles and analyst research. For earnings calls, I use the transcripts and analyst reports as well to understand how the call was received and what topics are important for competitors and alliance partners. I've also used research from AlphaSense to build business cases around new product development and partnership opportunities.
- Well-organized research and results makes searching large amounts of data easy to handle! The filters are especially easy to use and go as broad or as specific as you want.
- AlphaSense's customer service and research assistants are always helpful and quick to respond. If I reach out through live chat, they will work through what I'm trying to find and even follow up after the fact to make sure I got everything I need.
- AlphaSense's daily news feed is easy to set up and makes keeping up to date easier. I have several different news feeds that are sent straight to my email for me. With constantly evolving technologies and with competitor insights, this is extremely valuable!
- AlphaSense has started to integrate AI insights and analyst sentiment (emotion ratings). While these features will be very valuable in the future, they are still in the early stages currently and the results aren't always 100% how I interpret the materials based on my experience.
- Like any research database, AlphaSense doesn't have access to 100% of research in the world. I've run into some topics/private companies that unfortunately have very little research. The more research they can add, the better, but this is a limitation for all databases.
- Limited functionality on financial outputs. While you can pull these numbers from different research databases, databases like Capital IQ/Market Intelligence provide these numbers in a much easier to use format.
I use Alphasense as a "one stop shop" information platform for conducting desk research, intelligence gathering and setting up alerts/dashboards for tracking and analysing news and analysis around competitors in the pharmaceutical industry. What I like about Alphasense is the user interface and scope of coverage, as well as the integration of different sources of data. My role necessitates piecing together a full picture from individual parts - often from very different sources, and can be very time consuming. Alphasense speeds this process up and allows you to identify relevant sources with much greater ease vs unassisted research. The alert system is also high quality and provides a robust feed straight to my inbox.
- Intuitive and well designed user interface with great search and filter capabilities
- Aggregating a range of data sources and research, and connecting them with a strong taxonomy
- Professional, genuinely helpful and non-pushy customer support
- The "Expert Calls" library is a great idea, would love to see more content added with greater frequency
- Integration of even more sources - dedicated drug database platforms for example. Anything which could simplify my workflow and make me look to fewer tools would be great.
- Additional integration or automation capabilities - a Teams app for quickly sharing snippets of information (from public sources) or ways to generate custom reports would be great.
July 13, 2023
AlphaSense review
AlphaSense is a great tool for research. We use it to do qualitative research on companies by using equity research, press releases, company filings, etc. The developments in the search tool are really helpful.
- Search keywords
- Extract equity research reports
- Preliminary categorization of positive and negative sentiments in a quote
- Advanced categorization of positive and negative sentiments
- Gathering similar data sets from different sources / reports for a same industry / company
- Industry and macroeconomic research
July 13, 2023
Good research tool for a reasonable price
Use AlphaSense to do general research on industry and companies. Find the product is useful to find financial-related information and general trends.
- Good at aggregating relevant data
- Has a good database of information
- Good search by keywords function
- Wish the aftermarket research wasn't paid by page
- Search function is good but could be a bit more intuitive when doing precise searches
July 13, 2023
Aplhasense is a one-stop shop for all of your machine learning requirements in the field of finance.
Earnings sentiment analysis with Alphasense has let me swiftly analyse both positive and negative management commentary and assess the overall trend. In addition to using Alphasense for Sec filing, news portals, and research publications, I have also accessed brokers' reports using the platform.
- Sentiment analysis
- News alerts
- Earning transcripts highlights
- Wide range of broker research reports available.
- To fetch or run the query through excel built models.
- More accurate ML for search queries to filter the best results.
- Data on private companies
I use AlphaSense for competitive research and keep track of current happenings in our industry. The product makes it easy for me to track multiple competitor news from multiple sources within a single platform that is AI based and smart enough to actually search more than what I ask for. Saves a ton of my time!
- Smart summaries
- Search for words that could mean the same as the search words
- Patent filing news
- Would be nice to have social media as news sources.
- Have more technical analyst reports and not just limited to financial reports.
- Email alerts could have a rating option to rate it's usefulness/accuracy
July 13, 2023
Tackles the financial document overload
We use AlphaSense as a search engine in our equity research. By being able to specify the company in question, the sources (public and private) which the search engine should utilize, and selected keywords for the search, AlphaSense is able to compile a highly relevant list of documents. The UI also facilitates quick browsing through the relevant documents. The tool saves us time on searching for documents, and thanks to the transparent input criteria, we gain confidence regarding what information is or is not available.
- General search engine for financial documents
- Quick browsing between documents
- Search results with relevant synonyms
- AI summary gives misleading information
- Limiting search by quantitative data is lacking
- Investor presentation subcategory is too broad
I use AlphaSense primarily to find statistics or key items in equity research. Most common use cases include peak sales of a specific drug, key competitors, and recent data readouts. It is super helpful when putting together market or competitive landscape overviews, which I have to do frequently (1-2x per week).
- Find peak sales of specific drug
- Find key competitors
- Find overall market size of certain diseases
- It could be better at filtering out unnecessary reports
- It's sometimes slow at loading documents
AlphaSense is used as an aggregator of information pertaining to the portfolio companies we cover. Information of interest primarily consists of news, investment research, and earnings publications/transcripts. We have created dashboards for different sets of companies and check them on a daily basis for updated information. We have also set up automated alerts for companies we are actively looking at.
- Makes it easy to search investment research and earnings transcripts
- Provides summaries of earnings calls
- Provides customization options to tailor dashboards
- Sentiment and summary analysis should be available for more types of documents
- News sources exclude many popular publishers and include some automated news source by default which do not provide any value -- often see repeat stories drowning out other information
- Updating search criteria and dashboards is tedious -- there is no easy way to exclude news sources you don't want to see throughout the application
- UI/UX could use some improvement; A bit clunky overall and some less than stellar design choices -- i.e., no way to actually look at a list of documents you've booked mark (get lumped in with anything you've ever highlighted), note taking feature needs an overhaul
I use AlphaSense to explore trends in the market and my industry which helps to guide the research I'll write. I also use it to see what thought leaders in my own and other industries are saying about these trends so I can keep informed. The data we get from AlphaSense enables us to produce pertinent research which we know will be impactful for our readers.
- AlphaSense makes it easy to find specific terms within a large document
- AlphaSense makes it easy to learn and utilize Boolean search methodology
- AlphaSense provides many different sources to explore
- I'd like to see more synthesized reports for specific topic areas
- More insight to conferences and inclusion of conference content
Every market intelligence we launch, starts with the use of AlphaSense. We want to research press articles about a specific subject, find info about a company private or not, reading CEO speech transcript, finding broker reports about a sector or a company. It's our best source of info.
- accessing value added study
- identifying quickly private company
- support their customer
- price point for SME
AS helps us better than Bloomberg. The document search finder plus the expert call network has been very valuable for us deepening our research and finding good investment ideas. Keyword searches sound simple, but can be very tough to actually do successfully with precision. AS has features that help us here.
- Expert call networks are additive
- Hot/cold visual features are helpful
- Customer engagement is fast and reliable
- Cost can be a barrier for many teams at our firm
- More transparency on expert call bios, backgrounds, etc
- Clinical data for healthcare — scan documents and highlight what matters, allow us to not have to sift through
AlphaSense helps in viewing earnings sentiments across companies which is quite useful in my research. Apart from that there are many broker reports at one place, which is a great addition.
- Viewing earnings transcripts
- count of a particular buzz word across companies
- broker reports
- data download for some of the useful graphs
- more transactions related in house data/ charts