Sentieo

Sentieo (now from AlphaSense since the May 2022 acquisition) provides a financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates internal and external content into a single shared workspace for a more efficient research process. The platform boasts over 1,100 global customers, who use Sentieo to surface, visualize, and share insights.

Sentieo's Notebook API facilitates two-way integrations to the user's own systems of record (e.g. Microsoft Excel, Dropbox. Evernote, etc.). The Sentieo Notebook provides a central, consistent environment for creating, organizing, and collaborating on research notes. And Sentieo’s integrated platform helps streamline workflows, eliminating the need for multiple tools and steps to conduct financial and corporate research.

• Highlight, annotate, and tag research to send it into a centralized Notebook
• Pull highlights into private or team notes
• Integrate research uploaded/synced from other sources
• Link highlights back to source documents
• Create, manage, and view notes with Sentieo mobile and tablet apps

Analytics and Visualization Tools Unlock Data and Documents

• Advanced analysis tools transform data and documents into actionable insights
• Consume earnings call transcripts using automated NLP smart summaries, heatmaps, and sentiment analysis
• Smart categories and broad search capabilities across industries to quickly spot and quantify trends
• Buildable visualizations that surface cross-company topics and expose sector-level insights
• Redlining to quickly compare language between filing periods, including highlighting critical changes for guidance, MD&A, risk factors, and other sections

IR Strategy with Faster Insights