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What does it do?

  • Financial Research
  • Investment Management
  • Market Intelligence
  • Data Extraction
  • Document Summarization

How is it used?

  • Web app for AI-driven financial search
  • monitoring
  • and analysis.
  • 1. Input queries w/ AI search
  • 2. Set alerts for monitoring
See more

Who is it good for?

  • Financial Advisors
  • Investment Analysts
  • Hedge Fund Managers
  • Equity Researchers
  • Portfolio Managers

Details & Features

  • Made By

    Sentieo
  • Released On

Sentieo, now part of AlphaSense, is a financial intelligence platform that provides advanced AI-driven search, monitoring, extraction, and summarization capabilities for the investment management industry. The platform is designed to help financial professionals uncover key insights and make informed decisions by leveraging a vast array of financial documents and data.

Key features:

- AI Search: Utilizes advanced natural language processing (NLP) to provide precise search results from a wide range of financial documents.
- Real-time Monitoring: Tracks financial data and news, allowing users to stay updated with the latest market trends and insights.
- Data Extraction: Automates the extraction of key financial data from documents, reducing manual data entry time.
- Document Summarization: Employs AI to create concise summaries of lengthy financial reports and documents, providing actionable insights.
- Expert Insights: Offers access to exclusive insights from industry experts, enhancing the depth and quality of available information.
- Table Explorer: Enables users to extract, analyze, and visualize data from financial tables within documents.
- Advanced Workflow Tools: Includes features to streamline the research process, such as annotation, collaboration, and integration with other financial tools.

How it works:

1. Users input queries into the AI-powered search engine to find relevant financial documents and data.
2. Users set up alerts and monitoring for specific companies, sectors, or financial metrics.
3. The platform's extraction and summarization tools are used to pull key data and insights from documents.
4. Users utilize workflow tools to analyze data, create visualizations, and collaborate with team members.

Integrations:

Bloomberg Terminal, Thomson Reuters Eikon, FactSet, Microsoft Office Suite (Excel, Word, etc.)

Use of AI:

The platform leverages generative AI and large language models (LLMs) to enhance its search, extraction, and summarization capabilities. These AI models are trained on vast amounts of financial data to provide accurate and relevant insights.

AI foundation model:

The platform utilizes advanced natural language processing and large language models trained on financial data to power its AI-driven features.

Target users:

- Institutional Investors
- Hedge Funds
- Private Equity Firms
- Financial Analysts

How to access:

Sentieo is available as a web application and integrates with other financial software through APIs. It is a proprietary platform tailored for institutional investment firms, financial analysts, and other professionals in the investment management industry.

  • Supported ecosystems
    Microsoft, Apple, iOS, Microsoft, iOS, Apple
  • What does it do?
    Financial Research, Investment Management, Market Intelligence, Data Extraction, Document Summarization
  • Who is it good for?
    Financial Advisors, Investment Analysts, Hedge Fund Managers, Equity Researchers, Portfolio Managers

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