AlphaSense Helps Get Us to the Right Datapoint or Insight Quickly and You Only Pay for the Research You Consume!
Updated May 23, 2024
AlphaSense Helps Get Us to the Right Datapoint or Insight Quickly and You Only Pay for the Research You Consume!

Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with AlphaSense
AlphaSense is used to access broker research and financial summary data, get insights on various industries quickly, access public information like news, public disclosures, annual reports, and investor presentations, and access public disclosures to authorities, like the FDA Extract data and tables from 10-Ks.
Pros
- Get the right insights quickly
- Pay only for the pages of research consumed
- Industry research
- Search within financial disclosures
Cons
- Cite sources for financial numbers
- Create Excel API for financial data
- Provide ability to create comp sets like in CapIQ
- Saved cost on other research products, like Thomson Reuters and Cap IQ
- Saved time looking for particular data points within broker research
- AI-based summary of investor materials is useful
AlphaSense helps save time when we try to reach a particular data point or insight.
- Refinitiv Eikon, Morningstar Direct and D&B Hoovers
AlphaSense makes it easy to get to the right info quickly. The coverage of industries and companies for broker research is much more than the other products. AlphaSense also includes detailed financial info for companies and its AI-based summaries are helpful.
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
10 - Consulting services Financial research, equity research, writing reports, etc.
3 - Business knowledge Negotiation skills
- accessing equity research
- SEC disclosures
- industry research
- genai based summaries
- search within equity research
- search within SEC disclosures
- collaborate using notes
- generate summaries on uploaded documents
- use as reference for whitepapers
Evaluating AlphaSense and Competitors
Yes - refinitiv eikon
- Ease of Use
comprehensive coverage of research on companies
budget for no. of licenses needed and negotiate discounts
AlphaSense Implementation
- Implemented in-house
Change management was a small part of the implementation and was well-handled - good functionality of alphasense led to an easy transition
- estimated need for licenses
- identification of use cases
- training and awareness
AlphaSense Training
- No Training
Yes it was self explanatory. Training was not needed at all
Configuring AlphaSense
configure stocks that you're following
No - we have not done any customization to the interface
No - we have not done any custom code
use expense codes for tracking consumption of research for projects
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 |
not aware of this
Sales rep pointed me to relevant folks and also got on a call with me
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 |
- searching
- summaries
- export data
- date range selection
- apply filters on search criteria
- nothing else
AlphaSense Reliability
Integrating AlphaSense
- no integrations
- regular reporting of research consumption
not used any since org data is confidential
Relationship with AlphaSense
flexible token based licensing
Upgrading AlphaSense
- none
- more adoption of genai
Comments
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