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  • AWS
  • Microsoft 365
  • Salesforce
  • Snowflake
  • Power Automate
  • Microsoft Teams
  • DataRobot
  • Jupyter
  • MicrosoftBot
  • Python
  • AWS
  • Microsoft 365
  • Salesforce
  • Snowflake
  • Power Automate
  • Microsoft Teams
  • DataRobot
  • Jupyter
  • MicrosoftBot
  • Python
  • AWS
  • Microsoft 365
  • Salesforce
  • Snowflake
  • Power Automate
  • Microsoft Teams
  • DataRobot
  • Jupyter
  • MicrosoftBot
  • Python

Recipes For Every Workflow

FactSet Recipes illustrate the art of possible by leveraging our suite of open APIs, datafeeds & applications.

Automate Meeting Prep With Public Companies

Use FactSet’s APIs to return a Public Information Book (PIB) ahead of upcoming client meetings directly from an Outlook Calendar event.

Key Ingredients
Outlook Calendar
Microsoft Power Automate
Book Builder API
Outlook Calendar

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Industry Insights

Unifying Investment Research Workflows for Centralized Collaboration and Compliance
Unifying Investment Research Workflows for Centralized Collaboration and Compliance
Given the amount of data, sources, formats, systems, and compliance elements that asset management firms are working with, logging research can sometimes feel like the investment-world equivalent of orchestrating global shipping logistics at peak season. Lots of people are involved, a substantial volume of content must be tracked and kept up to date, there are numerous places to store it, and the flow is constant.
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Data Managers: 4 Key Questions for Building a Connected Data Pipeline
Data Managers: 4 Key Questions for Building a Connected Data Pipeline
To drive business growth, data-management teams at financial institutions are working with substantially more data than in past years. There are material benefits, challenges, and costs that factor into the trend, making it a popular topic of discussion.
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Using Large Language Models to Converse with Your Data
Using Large Language Models to Converse with Your Data
The emergence of generative AI has amplified the importance of reliable data in factual, data-centric decision-making processes. With instruction-tuned Large Language Models (all LLM references in this article are instruction-tuned LLMs) such as ChatGPT on the scene, interaction with machines has advanced significantly and opened new possibilities for conversing with data in natural language—similar to talking with a colleague.
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Factset AI Technology Solutions

FactSet Announces AI Solutions for Technologists - June 13, 2024

News Release

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