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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
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Industry Insights
Unifying Investment Research Workflows for Centralized Collaboration and Compliance
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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.
Data Managers: 4 Key Questions for Building a Connected Data Pipeline
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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.
Using Large Language Models to Converse with Your Data
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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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