AlphaSense delivers speed, depth and service. It makes sense.
Overall Satisfaction with AlphaSense
We use AlphaSense to ensure thorough visibility of secondary research materials related to companies and topics of interest. Our two key problems were 1)insufficient time to properly aggregate the high volume of secondary materials (investor materials, press releases, published articles) in a timely fashion and 2)broad access to equity analyst notes.
Pros
- Relevance filtering of search results
- Access to equity analyst research notes
- Pursuit of new value added capabilities
- Highlighting of keyword searching
- Easy downloading of materials
Cons
- Increase ability to share materials with users who do not hold Alpha-Sense seats
- Increased pricing model flexibility for smaller organizations
- Ability to quickly select pages of research documents (requiring credits) for download without have to access each page first
- Efficiency and productivity in research
- Deeper insights due to crucial data found
AlphaSense has provided us with a well-rounded view of market-related actions. The ability to monitor information from various types of sources and easily sort materials has delivered deeper insight and more confident analytical assessment. Much of what we obtain through AlphaSense is available elsewhere, but the speed through AlphaSense allows us to focus our time on other areas. AlphaSense also offers Expert Transcripts which can be helpful to get more context on certain industries or companies than you will find in published materials.
We found the entire customer experience to be significantly better with AlphaSense than with Refinitiv. There are three key areas where AlphaSense was superior: 1. The price of AlphaSense was also lower and a better value 2. The user interface was more intuitive and faster to access valuable content 3. The service and relationships with AlphaSense employees (They always proactively offer training, search support, and more)
Do you think AlphaSense delivers good value for the price?
Yes
Are you happy with AlphaSense's feature set?
Yes
Did AlphaSense live up to sales and marketing promises?
Yes
Did implementation of AlphaSense go as expected?
Yes
Would you buy AlphaSense again?
Yes
AlphaSense Feature Ratings
Using AlphaSense
2 - The seats held are used in a Research capacity and filtered information is then shared to other appropriate functions, as appropriate. The seat owners are on client engagement teams across various industry verticals. We would get more use out of the product if AlphaSense offered rotating seats. Today, it is a bit of a chokepoint.
We rely on AlphaSense support staff to assist with the creation of dashboards, custom searches, or other experts when necessary. The platform is intuitive enough for the average person to extract value without specialized training. AlphaSense is very proactive about offering training or search support. They are happy to demonstrate features or even run searches for you if you request.
- Monitoring of investor materials
- Rapid learning of new topics
- Access to limited availability content from equity analyst research
- Identifying interesting industry experts to connect with
- Easily export data from annual reports into excel
- AlphaSense acquired Stream and Tegus which offers access to expert transcripts. As that content pool expands the overall value of the platform does too.
Evaluating AlphaSense and Competitors
Yes - We replaced Refinitiv Eikon. We had had a subscription to that for a number of years but it got very limited usage. Partly because we had only one license and no one was familiar with who held the license. The tool was difficult to navigate, it had a horrible UI. The service wasn't great either.
- Ease of Use
- Other
We were not happy with the value we were getting from our prior software. It was difficult to navigate and often required additional purchase of the equity analyst notes we were looking for. AlphaSense had a much better user interface and had very good content around equity analyst notes, which is valuable. The price was lower and the overall service was better.
I would not change our evaluation and selection process. We had a trial with several users and we were able to compare the feature set and user experience directly across the two platforms. Across the evaluation criteria it was a clear advantage for AlphaSense and the economic business case was easy to write.
AlphaSense Training
AlphaSense Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I did not. I don't believe that is an option offered by AlphaSense and certainly has not felt needed on our side.
AlphSense always provides great support. We have dealt with numerous representatives over the years and each is professional, knowledgeable, and eager to help. We have only had positive experiences. AlphaSense is a great platform that continues to develop. It is supported by talented and friendly people who genuinely want to improve our usage of the product.
Using AlphaSense
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- entering in a company ticker symbol
- filtering the type of results listed
- downloading materials
- I wish I could share information via email with teammates that don't have a license.
AlphaSense Reliability
Integrating AlphaSense
- Microsoft OneNote
I believe AlphaSense does support integration with One Note as well as other systems.
Relationship with AlphaSense
We received fair terms in our first year. We were able to work with them on pricing a little in exchange for comittments. Later we asked for a way to allow our non-license users to have access to some expert content for a fee and they created a model that would enable that. It has worked well.
Upgrading AlphaSense
Yes - It's a cloud based platform so updates are generally minimal. AlphaSense will announce updates but it's usually at the feature level. For example, when they introduced the new AI feature it was labeled as a beta feature. There is no concern with upgraded releases from an IT perspective. I have no concerns about the quality of the releases from a user interface perspective either.
- AI search feature!
- Continued improvement in searching content as well as saved notes using AI engine.
- Continued expansion of transcript library


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