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Overview
| Feature | AlphaSense | Intelligize |
|---|---|---|
| Advanced AI search that picks up on relevant synonyms and tone/sentiment | ✓ | ✓ |
| Access to expert call library and broker research | ✓ | ✓ |
| Access to broker research | ✓ | ✕ |
| Seamless user interface, with cloud functionality and intuitive UX design | ✓ | ✓ |
| Ability to upload your own internal content | ✓ | ✕ |
| Integrations | ✓ | ✓ |
| Smart Summaries (generative AI capabilities) | ✓ | ✓ |
| Ability to search by industry and by region | ✓ | ✕ |
| Ability to find data and KPIs within structured and unstructured formats | ✓ | ✕ |
| Ability to search by topic or theme | ✓ | ✓ |
| Ability to search more than one ticker at a time | ✓ | ✕ |
| Capacity to search through varied content sources across companies, industries, and topics | ✓ | ✓ |
| Ability to add annotations and comments | ✓ | ✕ |
| Ability to set up monitoring tools (like alerts, and dashboards) | ✓ | ✓ |
| Compliance tools | ✓ | ✓ |
AlphaSense
AlphaSense is a leading enterprise-grade market intelligence and AI search platform built for robust market and investment research. Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also recently named one of Fortune’s Top 50 AI Innovators.
Here’s how AlphaSense enables you to extract insights and answers from both high-value internal and external content with the power of artificial intelligence and generative AI — all on a single platform.
Extensive Out-of-the-Box Content Library
AlphaSense allows you to combine valuable internal content with 10,000+ private, public, premium, and proprietary external data sources into one platform.
Our external content sources include trade journals, news, regulatory documents, earnings transcripts, investor presentations and other company documents, and SEC and global filings. AlphaSense users also have access to two premium and proprietary content offerings. These are:
- Wall Street Insights® – A collection of broker research covering global sector themes, industries, and companies from 1,000+ sell-side and independent firms, available within the AlphaSense platform. Research professionals can even preview the contents of a broker report, saving them wasted time and money on potentially fruitless research.
- Expert Transcript Library – 185K+ proprietary one-on-one call transcripts with industry experts, competitors, customers, partners, and former and current executives, with the ability to conduct your own 1:1 expert calls for less.
In July 2024, AlphaSense acquired expert network company Tegus, bringing unparalleled access to even more insights, and covering more industries and companies than ever before. Learn more about the combined offering at AlphaSense and Tegus.
Enterprise Intelligence
In addition to the external content sources listed above, AlphaSense’s Enterprise Intelligence solution allows you to upload and search through your own internal content. That includes:
- Internal research, notes, and presentations
- CIMs and investment memos
- Reports from industry and market intelligence providers
- Emails, newsletters, web pages, and RSS feeds
In this way, AlphaSense centralizes all your knowledge in one place — the internal and external — and allows you to leverage our industry-leading search, summarization, and monitoring tools to enhance and accelerate your research.
Our genAI capabilities deliver instant, accurate, and secure summarizations with the ability to ask follow-up questions across both your proprietary internal content and hundreds of millions of premium external documents.
AI Search & Summarization Technology
AlphaSense has invested 10+ years into the development of our tech stack. Our industry-leading suite of AI tools is purpose-built to deliver business-grade insights:
Our generative AI chat experience transforms how users can extract insights from hundreds of millions of premium content sources. Generative Search is trained to think like an analyst, so it understands the market research intent behind your natural language queries.
Whenever you search for information, Generative Search helps you get up to speed on a company or topic by instantly getting you the answers you need. You can dig deeper into topics by asking follow-up questions or choosing a suggested query. Each answer will always provide citations to the exact snippet of text from where the information was sourced.
Our newest generative AI tool, Generative Grid, applies multiple genAI prompts on many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.
Generative Grid pulls data from both premium external documents in the AlphaSense platform and users’ internal content. From there, users can choose preset templates or create their own to automate routine workflows. Each summary provides a direct citation to the source material it was pulled from.
Users can leverage this tool to compare competitors at a glance, parse through medical studies in seconds, perform company deep dives, or analyze merger proxy filings, among many other use cases.
This feature allows you to glean instant earnings insights (reducing time spent on research during earnings season), quickly capture company outlook and bull/bear cases from analyst research, and generate an expert-approved SWOT analysis straight from former competitors, partners, and employees. All Summaries provide you with citations to the exact snippets of text from where the summaries are sourced — combining high accuracy with easy verification.
This unique feature is proprietary to AlphaSense and has the ability to understand both the keyword and search intent behind any of your queries, factoring in search results that include variations in business language. For example, a search for “TAM” will also bring back results on “addressable market” and “market size.”
Relevancy Algorithm
AlphaSense’s advanced algorithm also eliminates noise (i.e., content with matching keywords but ultimately irrelevant to your specific search objective) and surfaces only the most relevant results based on market research workflows. This algorithm saves you precious time and energy, allowing you to get straight to analysis and other high-level tasks.
Sentiment Analysis
Sentiment Analysis, a natural language processing (NLP)-based feature, parses through content and identifies nuances in the tone and subjective meaning of text. It then uses color coding to help readers identify the document’s positive, negative, and neutral sentiments.
This technology assigns each search term a numerical sentiment change score to help users track any slight change in market sentiment over time. Users can take advantage of it to make better-informed investment decisions and improve risk management strategies.
Company Perspectives (BamSEC)
Make quantitative investment research easier by transforming how you work with public company data. By streamlining access to SEC filings, earnings and events transcripts, financial documents, and more, BamSEC enables analysts to focus on what matters, save time, and do better work.
BamSEC allows users to search across multiple companies and SEC filings. Customers can use these documents to perform due diligence on companies and explore performance metrics efficiently.
Using the tables on BamSEC, users can explore past filings, create models, and benchmark company performance, all in one place, without needing to pull up individual filings to manually track a company’s metrics.
Financials and Metrics (Canalyst)
Gain instant access to over 4,000 global fundamental models and over 60 industry dashboards, all hand-built and sourced by sector-focused analysts. Unlike building your own models and comp sheets, using our off-the-shelf models, dashboards, and data reduces your time spent on undifferentiated work, allowing you to compete on your ability to analyze the data, not aggregate it.
Integration Capabilities
Customers can easily integrate content at enterprise scale through our Ingestion API or enterprise-grade connectors — like Microsoft 365/Sharepoint, Box, Google Drive, S3, and more.
Our integration capabilities allow for more streamlined collaboration with members across your organization and improve overall team productivity. Our proprietary AI technology allows you to search across all internal and external company content to find crucial insights, catching what other platforms miss in a secure and automated way.
AlphaSense also offers content processing and content management. Content processing allows company recognition within user documents, while content management features support custom tags, metadata and folder structures to better search through internal content.
Monitoring, Analysis, and Collaboration Tools
AlphaSense is designed to help users find insights faster. In order to do that, we offer a number of tools that extend beyond search and summarization to help users accelerate research tasks.
- Customizable dashboards create a centralized information hub for monitoring key companies and themes, while tailored alerts provide real-time updates.
- Powerful collaboration tools like Notebook+ and commenting featureshelp teams manage and share insights more effectively.
- Table Toolsallow you to move faster with spreadsheet-style visualizationsdirectly from company filings, so you can chain together, edit, and optimize tables for analysis.
- Image Searchallows you to discover insights buried in charts to quickly capture data without reading through pages of documents.
- Snippet Explorerallows you to effortlessly look at any topic or theme and all its historical mentions in a single view.
- Our Black-liningfeature allows you to automatically identify any QoQ changes in SEC filings.
- Automated Monitoringallows you to set up real-time alertsthat send instant updates on any relevant market movements, news, emerging trends, and competitor activities. We also generate snapshots of companies and topics regularly that keep you ahead of the curve with actionable insights.
AlphaSense Pros:
- Extensive content database that spans key market perspectives, including broker research, expert calls, company documents, news & regulatory sites
- 10+ years of investment in AI
- Incorporates AI search technology, machine learning, and sentiment analysis
- Generative AI features like Generative Search, Smart Summaries, and Generative Grid for enhanced and streamlined workflow
- AI and genAI tools can be applied to integrated internal content
- 4,000+ pre-built financial models that update automatically
- Live transcripts that allow users to view past, present, and future event transcripts in a calendar and view event transcripts in real time
- Automated and customizable alerts
- All-in-one research platform
- Mobile app that includes all platform content and AI search capabilities
- User-friendly interface
- Internal note-taking, sharing and collaboration features
- Support for APIs and integrations
- Supports enterprise-level organizations and teams
- Enterprise-grade data production complying with global security standards: SOC2, ISO270001, FIPS 140-2, SAML 2.0
- Excellent customer support team, including 24/5 chat with product specialists, a Live Help button on the website, and regular live AlphaSense Education webinars
AlphaSense Cons:
- Visualization tools are limited at this time
- Collaboration tools are limited to users with AlphaSense licenses
Intelligize
Intelligize is a web-based research platform that provides analytics, regulatory insights, and exclusive news and data to 50% of the Fortune 500, 85% of the Am Law 100, and 100% of the Big Four accounting firms. This platform helps its clients stay updated and compliant with SEC regulations, make stronger contracts and agreements, and improve financial reporting standards.
Part of its trove of research documents includes SEC disclosures, financial industry news, financial data, company ownership, M&A insights, and more. Additionally, Intelligize uses a generative AI tool and advanced search technology to extract high-quality insights from authoritative sources and provide links to verifiable citations.
Intelligize provides tailored solutions to both public and private companies as well as law, accounting, and consulting firms.
Intelligize+ AI
Intelligize+ AI is a genAI tool designed to streamline and enhance your SEC compliance research process by combining advanced search technology with Intelligize’s deep pool of SEC disclosure documents.
The genAI tool can create document summaries, condensed explanations of documents, which save you hours of research time. It can also be used to compare SEC documents, identify differences, and highlight areas where disclosure standards have significantly developed or changed. The Ask AI feature allows you to ask questions about your search results, and the tool will quickly extract one or more specific data points from multiple documents to answer your queries.
Finally, Intelligize+ AI can benchmark your business against competitor disclosures, giving you better intelligence on risk factors, financials, business models, and management discussions and analysis.
Intelligize Pros
- Features a powerful genAI tool called Intelligize+ AI
- Comprehensive database for SEC filings
- Access to data from both public and private companies
- Access to expert calls from FactSet
- User-friendly interface
Intelligize Cons
- Expert calls are limited to what FactSet allows
- No access to broker research
- Access to fewer sources of high-quality information than many competitors
Frequently Asked Questions
Relative to Intelligize, AlphaSense offers significantly more diverse and valuable content options for financial and research professionals. AlphaSense’s content can be separated into thefour key perspectives of market research, all working together to provide a deep, comprehensive view into any topic, company, industry, or trend.
- Analyst– Equity research from leading Wall Street banks that covers global markets and regional sector themes and industries.
- Expert– Interviews done with leading buy-side analysts and vetted experts with direct industry experience, including past executives, customers, and former and current business partners.
- Journalist– Content published in major news cables, trade journals, and top government publications.
- Company– Reports published by private and public companies, including financial reports, SEC and company filings, transcripts, presentations, and ESG reports.
On all of the above, Intelligize falls short. While it provides users with access to up-to-date investor calls, transcripts, and financial disclosures, Intelligize does not produce expert interviews of its own (as they are all sourced from FactSet) and does not provide broker research.
Additionally, Intelligize primarily focuses on live audio and transcriptions and only provides access to limited company documents. While Intelligize provides access to many private company reports and ESG reports, it lacks the breadth of content that AlphaSense offers, particularly now that AlphaSense has acquired Tegus. Thus, exclusively relying on Intelligize for your market research could leave you with missed insights and lost opportunities.
Although Intelligize offers AI functionality, it has some critical limitations. For instance, Intelligize lacks synonym recognition and sentiment analysis in its search. Though it offers a deep search feature and genAI, this is not enough to eliminate all noise from your research and ensure you are not missing relevant insights. Meanwhile, AlphaSense’s AI capabilities are designed to streamline and enhance your research, while surfacing the most relevant insights in seconds.
While Intelligize is a great tool for firms that are only looking for an SEC analytics tool or compliance management, it lacks key features for successful market research. For a deep, comprehensive, 360-degree view of companies, industries, and markets of interest, AlphaSense is the ideal choice.
