I am thrilled to announce that Sentieo has been acquired by AlphaSense, the leading market intelligence and search platform that shares our closely-aligned mission to empower investors and corporations with the intelligence they need to make better decisions more quickly and confidently.

Since our founding ten years ago, the Sentieo team has built an award-winning financial intelligence platform that enables analysts to find information quickly across millions of documents and datasets. Our platform and workflow capabilities offer fund managers multiple ways to bring their own content into the platform and more easily share findings, collaborate, and streamline even the most data-intensive work. We are proud of our stellar team and the research innovations that today serve over 1,000 customers, including 800 institutional investment firms.

Combining forces through this acquisition will enable us to build an even bigger and better world-class organization. Our founders, leadership team, and employees could not be more excited about the opportunity to join forces and collaborate with a highly capitalized, high-growth partner like AlphaSense.

Sentieo will continue to operate as a standalone company, with ongoing investment in the Sentieo platform. The entire Sentieo team will stay on board to help grow the product, technologies, and team. There will be no interruption to service and customer success contacts and support channels will remain the same.

This new partnership will bring powerful complementary benefits to the customers and markets we collectively serve. By combining Sentieo’s rich workflow capabilities, like our Table Explorer functionality, with AlphaSense’s exclusive content sets, like the market-leading library of expert call transcripts Stream, a prior acquisition by AlphaSense, we will aim to offer “best of breed” capabilities across both products to ensure we’re delivering the best value and experience for our users.

Both Sentieo and AlphaSense share a passion for accelerating time to insight and streamlining research workflows, and we couldn’t be more excited for what the future holds.

David Lichtblau, CEO, Sentieo

Announcement

AlphaSense Acquires Sentieo in its Continued Push to Accelerate Growth and Innovation in Market Intelligence

AlphaSense and Sentieo are pleased to announce today that AlphaSense has completed its acquisition of Sentieo, the financial intelligence platform specifically designed for the research needs of investors. The combination marks two strong teams joining forces to deliver even more innovation to the market. Sentieo will operate under its current management as a wholly owned subsidiary of AlphaSense.

Since 2011, AlphaSense has been the leading innovator in market intelligence and search, with a rapidly expanding customer base of thousands of enterprise customers, including the majority of S&P 500 companies, most of the largest investment firms and global banks, all of the largest 20 pharmaceutical companies, and leading companies across wide-ranging industries such as energy, industrials, consumer goods, and technology. In October 2021, AlphaSense announced its acquisition of Stream, a leading expert transcript library, delivering unique insights from business operators in the trenches and today used by a rapidly growing portion of AlphaSense customers across all sectors.

Sentieo is an award-winning financial research engine designed for investors, used by over 1,000 customers, including 800 institutional investment firms. Leveraging innovative machine learning and natural language processing capabilities, Sentieo’s platform and workflow capabilities enable fund managers to more easily locate key information, share findings, collaborate, and streamline investment research workflows. Given Sentieo’s focus as a powerful financial intelligence platform designed for investors, the acquisition will result in AlphaSense further cementing its position as the leading innovator serving the financial sector.

“With our acquisition of Sentieo, we are excited to accelerate our shared mission to deliver market-leading technology and insights that enable knowledge professionals to make critical decisions with confidence and speed,” said Jack Kokko, co-founder and CEO of AlphaSense. “We have been impressed by what the Sentieo team has built and their strong technical capability, innovation, and customer focus. We are excited to join forces, and I am confident that this partnership will help us both significantly improve the value we provide to our customers and the innovation we deliver to the whole industry.”

Both companies’ customers will continue to receive the same products and services as before. Over time each will be augmented with additional functionality and content based on the companies’ collective capabilities. The acquisition allows AlphaSense to further accelerate product development based on the combined strengths of two of the industry’s most innovative development teams.

“Speaking on behalf of the entire Sentieo team, we are excited to be a part of AlphaSense. We have a shared mission, shared values, and a shared product-led mindset that will empower us to provide even more innovative solutions to the market together,” said David Lichtblau, CEO of Sentieo. 

“Jack and his team have built a world-class company that is pioneering the field of market intelligence,” continued Alap Shah, chairman and co-founder of Sentieo. “We are thrilled to continue to drive the industry forward with cutting-edge technology and workflow solutions as our two great companies join and grow together.”

The post Exciting News: Sentieo Joins The AlphaSense Family appeared first on Sentieo.

Our focus on innovation continues to reap dividends. This past year our team has garnered three hedge fund industry awards with the latest rolling in just last week. We kicked off the year with recognition in March for our innovative AI-driven solution from the Hedgeweek European Awards 2021 and followed that by winning “Best Research Management Solution” in the HFM European Technology Awards 2021 in July. Our latest accolade was a big one as we beat out competitors to be recognized as the Best AI Technology Provider by the 2021 Hedgeweek Americas Awards. 

Why do we keep winning? We intimately understand the pressures and challenges facing investment analysts and fund managers. Afterall, the Sentieo platform was initially developed out of necessity. Our founders were investment analysts themselves and were desperately seeking a better way to conduct research. They needed a new streamlined process with automation and technology tools that weren’t 30 years old (looking at you Excel!). They couldn’t find what they needed so they built it instead.

Over the last 18 months, things in our industry have shifted rapidly. Time and time again we’ve heard from frustrated customers and prospects that the legacy solutions in place to conduct and analyze investment research simply cannot meet the needs of today’s work environment or workflow. Our primary business goal is to alleviate this burden by providing a cloud-based platform – full of AI-driven innovations – to do the job.

Unlike other solutions, our financial research platform empowers analysts to find information  quickly across millions of documents and datasets (even unstructured data), share their findings, collaborate, and use a unified hub to streamline even the most data-intensive work. Featuring natural language processing and innovative machine learning capabilities that are seamlessly integrated into the full research workflow, we can provide fund managers with multiple ways to bring their own content into the platform and inform investment insights.

The result is an AI-driven financial research platform that enables hedge funds and other investment-focused customers to finally modernize the investment research process while making it more efficient, more powerful, and more of a competitive differentiator.

To learn more about our award-winning solution and why AI is such a game changer, check out  our recent report with Harvard Business Review.

The post Sentieo Innovation Lands Multiple Hedge Fund Industry Awards appeared first on Sentieo.

Following record revenues in 2020, global demand for our AI-driven financial research platform continues to grow. To support that momentum, today we’ve announced an expanded presence in the European market.  With more than 50 active customers in the region, including Schroders, Kames, S.W. Mitchell, Cape Capital, Amiral Gestion and Ownership Capita, we’ve doubled our team in the UK and have plans to double the sales team again in the next 12 months.

Our objective is to help customers digitize the financial research workflow and transform their investment research process into a competitive advantage. Featuring a cloud-based solution that incorporates innovative AI search and sentiment analysis, market and alternative data, modeling and analytics – all supported by an integrated research management system – we are empowering customers around the world to modernize their research workflows and drive analyst collaboration for more powerful investment analysis.

This commitment to technology innovation has also garnered two industry awards in the European market. In March, Sentieo was named Best AI Technology Provider in the 2021 Hedgeweek European Awards and in July we were recognized by HFM European Technology Awards as the Best Research Management Solution.

Sentieo is actively hiring across all departments and geographies. To view the available openings, visit sentieo.com/why-sentieo/careers/.

For more details on our EMEA expansion, check out our press release. To learn more about the Sentieo platform, visit https://sentieo.com/product/.

The post Sentieo Expands Across EMEA; Doubles Staff in London to Support Growth appeared first on Sentieo.

In October we released our inaugural industry benchmarking report focused on discount retailers. In that report we used Sentieo’s extensive data visualization and NLP capabilities to identify key metrics for TJX Companies, Inc. (TJX), Ross Stores, Inc., (ROST), Burlington (BURL), Ollie’s Bargain Outlet (OLLI), Dollar General Corporation (DG), and Dollar Tree, Inc. (DLTR).

What we found was that when it came to revenue growth with forecasts, margins, and revenue share OLLI was gaining share, and DG and OLLI are outperforming in valuation and returns.

In the Winter 2020-2021 edition, we focused on the U.S. Footwear secretor, including analysis of: 

• Crocs, Inc. (CROX)
• Deckers Outdoor Corp (DECK)
• NIKE, Inc. (NKE)
• Steve Madden, Ltd. (SHOO)
• Skechers U.S.A., Inc. (SKX)
• Under Armour, Inc. (UAA)
• Wolverine World Wide, Inc. (WWW)

In the report we take a closer look at:

• Revenue growth with forecasts, margins, and revenue share: standout year for CROX; easy 2021 comps for most
• Inventory turnover and other financial KPIs
• Valuation and returns: major YTD expansion in the valuation metrics for NKE, CROX, DECK

For access to the full report, visit our resources page.

The post Using NLP and Data Visibility to Analyze U.S. Footwear Performance appeared first on Sentieo.

Investors have always looked for an edge — usually in the form of more and faster information — in order to make better investment decisions. And the industry has responded, creating the $27 billion financial information market we know today. The industry has delivered a complete firehose in the forms of financial data terminals, data feeds, and APIs tied into the global markets.

But, for most people performing fundamental company research, the day-to-day work is still essentially disconnected. While a modern sales executive works in a cloud-based CRM that’s custom-designed to their workflow, the modern analyst performs their day-to-day work using a hodgepodge of generic tools, such as Excel and Word, and using similarly generic collaboration tools, such as Outlook and shared drives. 

Alap and Naman Shah understood this when they founded Sentieo. It was their vision of creating an integrated workflow system specific to the financial and company research domain. Sentieo starts by bringing together the core tools into one platform: a financial search engine, a collaboration suite for investors and analysts, productivity tools designed with the analyst in mind, an integrated research management system (RMS), and of course, real-time financial data.

Most of today’s leading financial information products were built in a previous era — before the cloud, the mobile revolution, social platforms, or real-time collaboration tools. Sentieo’s strategic advantage stems from its platform designed from the start to support an analyst’s workflow, while leveraging today’s leading technologies from the ground up. The Sentieo platform simply couldn’t have been built even a few years ago.

And we’re committed to continuously make it more powerful, more user friendly, and more aligned with our users’ daily workflows. We have built and applied the industry’s most advanced natural language processing engine to the financial domain, and leveraged advances in artificial intelligence to make our users more productive than they could be with any other research platform. 

This is an exciting time for Sentieo and our clients. I am bullish on the future of Sentieo and our ability to improve the lives of the analysts and researchers that depend on us. 

You can read the press release announcing David’s appointment here.

The post Why I Joined Sentieo appeared first on Sentieo.

James Cantarella, Head of Forum Distribution, Third Bridge said, “we are constantly seeking ways to improve how our customers access our research and content. Adding our reports to the Sentieo platform enables them to gain even more value by putting it in the context of all the other data and content required as part of their research workflow.”

By making Third Bridge research reports available in Sentieo, joint clients benefit from access to this content as part of the complete fundamental research workflow. This integration combines Third Bridge’s human insights with Sentieo’s AI-driven research tools to empower customers to make investment decisions with confidence.

Over 10,000 Third Bridge research reports are now available to access on the Sentieo platform. Sentieo customers should contact their Customer Success Manager to discuss access to research. You can read the full announcement here.

The post Expanding Insights with over 10,000 Third Bridge Research Reports appeared first on Sentieo.

How Tight is the Merger Agreement

When a cash deal is announced, typically the target stock trades close to the offer price, with several factors at play: likelihood of higher offers, financing availability/deal size, regulatory considerations to name a few. One of the key factors in these transactions is how tight the merger agreement is: under what circumstances the acquirer can walk, and what would it cost (the termination fee). We will look at some aspects of these using our doc search further down. 

Part of the widening of the spreads that we are seeing is that the starting recession has made buyers more likely to try to get out of the deal, and big financing packages will be very hard to put together. This all increases the risk that the deal may fall through, and this increased risk is reflected in the spreads. 

So what does the widening look like? Here we have brought in our watchlist in Plotter, our data visualization tool. In order to get a quick look at what has been happening, we are displaying the stock prices one by one. Here we are looking at aircraft lessor Aircastle Limited (AYR) by a Japanese consortium for $32/share (this is the initial jump on this six-month chart). The stock traded pretty close to the offer price until the recent market turmoil. It has now dropped to $28, indicating the increased risks around the deal.

Try the chart for yourself in our public chart viewer: click on any data set in the bottom to show/hide. Interestingly, one transaction from our list did close as we were writing this piece: YUM! Brands completed the acquisition of The Habit Burger (HABT).

The Material Adverse Change Clause

The single largest concern around these transactions is contained in a section of the merger agreement called Material Adverse Change clause, or MAC, for short. Finding the MACs is easy: we simply bring in our list of pending targets in the doc search, and search all filings for “material adverse.” We could also search specifically for the DEM14A forms but we want to keep a wider net. 

What does a clause look like? In short, it is dense. This is from the agreement between Tiffany’s (TIF) and LVMH. We can see that general business conditions are excluded, as are things like changes in the market price of the target, legal changes, accounting standard changes, natural disasters, and more. None of these would count as a material adverse change. The agreement itself is almost 300 pages which makes having our industry-leading document search essential to your work. We can also redline any SEC documents to spot changes. 

The Impact of COVID-19

One of the most important questions now is whether the COVID-19 outbreak will result in problems for some of these deals. We can structure a broader query to spot language around epidemics, pandemics, outbreaks, or natural disasters. In the screenshot below, we can see the snippet from a Legg Mason (LM) filing detailing that specific exclusion in their agreement with Franklin Templeton (BEN). 

But your work does not stop here!

Using our built-in highlighter, you can highlight and collect the specific language across merger agreements to share and discuss with your team. Here we have highlighted the relevant passage, and we are creating a new label called “MAC”

We continue to collect our highlights from other merger agreements as we read, never leaving the Document Search. Here we have highlighted the AYR agreement. 

Research Management, Even at Home

Where do these highlights go? They are all collected in our purpose-built research management system where they can be combined into longer notes, shared with the team, sent to new or existing theses, and more. This is what our combined highlights look like inside the Sentieo RMS. We have entered text, we dragged the highlights (all linking to the source documents), and we are sharing with our team. The team can then add comments, use in theses, and more. To see how your team can collaborate remotely, please watch our “Work from Home” webinar. 

In case you would like to use our list, here are the tickers that you can simply copy and paste in your Sentieo as a new watchlist: 

ACIA ADSW AXE AYR BREW CY EE FIT KEM LM LOGM MLNX NAV RARX TECD TGE TIF WBC WMGI 

If you would like to see how Sentieo can take your workflow to the next level, please get in touch. 

The post Sentieo for Merger Arbitrage appeared first on Sentieo.

The selloff in the markets continues unabated: President Trump’s address last night and the Fed liquidity actions today did little to reassure the markets as Thursday ended as the worst day for the Dow since 1987.  

Event cancellations continued en masse throughout the day Thursday after the NBA canceled the season late Wednesday. And with A-list celebrities and athletes testing positive, as Ann Curry tweeted Wednesday night: “now we all have someone we love diagnosed with #coronavirus.”

While quarantine fears crush retailers we start to look at what is on the other side and find conservatively financed FCF generators.

Twitter mentions up; Retail ETF down

We are seeing a major jump in search trends and Twitter mentions of quarantine. Perhaps unsurprisingly, the XRT Retail ETF dropped more than 12% and is now down around 25% YTD (about double the SPY YTD decline).

Looking inside the XRT, we see individual names down 50% or more from their 52-week highs, from legacy stores like Macy’s to online natives, life Stitch Fix. 

Guidance suspension continues

Unsurprisingly we continued to see suspensions of guidance, dividends and buybacks as well as capacity curtailments across industries on Wednesday. 

Gap

But instead of anchoring there, ask yourselves, what is on the other side? 

Everything is now cheaper, sometimes much cheaper, so it makes sense to start thinking about buy lists during the quieter times of the day. Right now, there are 121 US-listed companies, with a market cap over $1 bn, Net Debt to EBITDA of under 2.0x, LTM FCF Yield of over 8%, and 2-year Net Sales change of over 7%. 

Equities have historically returned above risk-free assets in most markets because they price risk. Sometimes that risk is catastrophic: equities did go to zero after the Bolshevik putsch in Russia in 1917, or in China in the late 1940s after General Chiang Kai-shek lost. What we are seeing right now is risk being repriced.

Do your part: stay at home, wash your hands, and keep things in perspective. The sooner we all do it, the faster things will be back to the new normal on the other side of the abyss. 

The post Worst day for the Dow since 1987 appeared first on Sentieo.

Whether you are an investment analyst, investor relations officer, or other financial and corporate research professional, automating your earnings season research process with an alert-driven, AI-powered workflow can save you a significant amount of time and ensure no material insights are missed.

We’ve put together a series of short videos to show you how Sentieo can be used to:

• Set up a watchlist (or watchlists) of companies
• Schedule email (“push”) alerts to be sent to you when new documents are available for companies on your watchlist
• Manage the full research workflow from alerts through to highlighting filings and capturing them in a research note to share with your team
• Stay on top of topics (not just specific company tickers) through saved search alerts
• Create dashboards to get an at-a-glance view into all of the information you are tracking for watchlists or individual companies

In this first video, we discuss why you need watchlists for your alerts. While you can configure individual alerts by company, having a watchlist lets you do several things on the Sentieo platform. One is set up the same alerts for the whole list at once. Another is searching all the documents for that watchlist at once in our document search. You can also bring up the watchlists in any dashboards that you build in Sentieo. 

For example, if you take the US automotive industry, maybe you want to track the parts suppliers, the manufacturers, and the car dealers separately. Having three watchlists lets you monitor the entire chain with the level of detail that you need. Maybe you don’t want all Form 4s from the parts suppliers but you want absolutely everything that comes from one or more car dealers. 

In this video, we go over what your watchlist-based alerts look like in your email inbox. You can choose to have the alerts come to you via email, on the desktop app, or on the mobile app. The starting point is the watchlist with the asset managers that we showed in the first video in the series. The key here is the high level of customization of the email alerts you receive: control content and control timing. Most documents are also delivered in full in your inbox: no need to click several times on the company websites to read them. 

In the videos above, we cover the purpose of watchlists and alerts, and what these alerts look like for one specific watchlist in your email inbox or a special email folder. In this video we will focus on workflow: we will show what to do from here with your alerts. We look at our machine learning and natural language processing transcript Smart Summary. We also show a workflow that incorporates your highlights from transcripts, filings, and PowerPoints into one research report that is sent out to your team.

In this video, we will focus on staying on top of topics through saved search alerts. Sentieo’s machine learning-powered document search solution doesn’t require you to search specific tickers. We help you find the needle in the haystack and automate the monitoring of these topics. Any search can be saved, including mentions of a company while excluding that company’s documents (to remove false positives), searches across different filters, like industry or “in table” or for specific regulatory forms. 

In this video, we cover using Sentieo’s customizable dashboards to get the information you need as it becomes available. Unlike alerts that come to your email or desktop or mobile, dashboards let you look at new information “at a glance”. We set up a simple dashboard for a variety of documents, curated tweets, saved searches, stock price information, and news. Be sure to read our recent blog post for more detailed information and videos on Sentieo’s updated Dashboard functions. 

Ready to win your earnings season with an alert-driven, AI-powered workflow? Get in touch with us today to learn more.

The post Win Earnings Season with an Alert-Driven, AI-Powered Workflow appeared first on Sentieo.

For those of you not familiar with Workiva, they are a public company ($WK) that provides a reporting and compliance platform called the Workiva platform. They are used by thousands of enterprises across the globe, including by over 75% of the Fortune 500*. The SEC reporting teams within these organizations use the Workiva platform to produce SEC filings and reports in a compliant, accurate, efficient way. The Workiva platform connects data with context across spreadsheets, documents, and presentations – ensuring reporting teams can trust their document outputs. 

So where does Sentieo fit with this? Workiva CEO, Marty Vanderploeg, puts it well in our joint press release. 

“Our partnership with Sentieo gives our SEC filing customers a powerful research tool at their fingertips, which is essential as pressure grows from investors and regulators to report transparent and accurate data.” – Marty Vanderploeg, CEO of Workiva

Each of these SEC reporting teams is faced with constant change in the accounting standards, business dynamics, and reporting requirements that impact the content of their filings. This means there is a need to produce new content and language for filings on a regular basis. A critical step in that process is understanding how peers or competitors are describing or reporting the impacts of these changes.

With all the filings, presentations, and transcripts published every quarter, filing teams spend hundreds of hours doing research. This is where Sentieo’s corporate research platform, specifically our AI-driven document search (including tools such as Table Explorer and Smart Summary) can have a material impact on the productivity and job satisfaction of SEC reporting teams. By dramatically reducing the time to find the relevant language and data they require, exposing insights they simply would not have found using legacy tools, and provide a more complete perspective of peers language in their filings, Sentieo and Workiva are providing a new solution to SEC reporting teams.

A great example of how Sentieo will be used by SEC reporting teams is shown below. 

Recently, there have been changes made to how organizations must report the financial impact of property leases. Searching using Ctrl-F on an SEC document or using a legacy document search provider won’t deliver the range of language used (through the use of AI and synonyms) or the data associated with the impact of these accounting standards changes (by finding, chaining, and displaying data from tables in filings).

The net is that Sentieo saves SEC and external reporting teams hours of time preparing accurate disclosures with faster peer research; the Workiva partnership with Sentieo will deliver these benefits to many more SEC reporting teams, saving thousands of hours of research time across these future joint customers.

We’re excited to be partnering with Workiva, and look forward to showing how Sentieo can help SEC reporting teams in our upcoming demo webinar. Sign up now to learn more.

*Claim not confirmed by FORTUNE or Fortune Media IP Limited. FORTUNE and FORTUNE 500® are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Sentieo Inc. or Workiva Inc.

The post Announcing Sentieo’s Partnership with Workiva appeared first on Sentieo.

We are pleased to announce that we have successfully completed our SOC 2 audit, conducted by A-LIGN, a leading compliance and cybersecurity firm. The report produced by A-LIGN confirms the effectiveness of the policies, procedures, and process controls Sentieo has in place to ensure data security, availability, and privacy.

Why SOC 2 Compliance Matters

As more and more organizations adopt SaaS solutions to support business critical operations, the American Institute of Certified Public Accountants (AICPA) created the System and Organization Controls (SOC) for Service Organizations standards to govern how SaaS and cloud service providers assure that their customers’ information is secure and available when needed.

The SOC 2 audit process is rigorous, thorough, and has become the gold standard for security compliance for SaaS companies.

Achieving SOC 2 certification means that Sentieo’s software meets the standards for data oversight and monitoring, and that we can proactively identify and address any unusual activity.

Sentieo Security Controls at Work

Sentieo’s financial research platform was designed from the ground up to be a secure, multi-tenant solution. Some of the security safeguards we’ve put in place to protect customer data include:

• Data transmitted between Sentieo’s platform and our users is encrypted data in transmission using transport layer security (TLS)
• All database data is encrypted at rest. User passwords are further encrypted within the database and different methods of Single Sign-On (SSO) are supported.
• Sentieo’s production systems reside within a secure Virtual Private Cloud (VPC) within Amazon Web Services
  • VPC access is secured through a password-protected Virtual Private Network (VPN)
  • Sentieo requires 2-factor authentication for access to our AWS consoles
• All customer data is logically isolated, with a unique set of authorization tokens used whenever customer data is being submitted to Sentieo.

Learn more about Sentieo Security and Availability. 

Future Security Enhancements

Sentieo is fully committed to the ongoing security and availability of customer data. We continue to grow our team of data security experts and will further validate our commitment to the highest standard of security controls and availability by completing our SOC accreditation.

Stay tuned, too, for new enterprise security deployment offerings that will be rolled out later this year.

If you have additional questions regarding Sentieo’s security or availability processes and controls, please reach out to us at hello@sentieo.com.

The post Sentieo Is SOC 2 Compliant! appeared first on Sentieo.

Just in time for earnings season, Sentieo is releasing Smart Summary, a whole new way to read transcripts. 

We all know the problem that analysts and portfolio managers face four times per year: multiple companies reporting on the same day, which creates impossible scheduling conflicts, work overload, and forced prioritization, which then leads to costly missed information.

Analysts might dial into one or two consecutive high priority calls, and then go on to read another four to eight transcripts later in the day, depending on coverage. These transcripts are always read chronologically, starting with the boilerplate language on top, and ending with the analyst questions. 

Until now. 

With Sentieo’s new, ML-driven transcript Smart Summary, we enable analysts to pick up the important information across multiple classifications, such as guidance and KPIs, while skipping over the “great quarter, guys!” parts. The segments based on these classifications can either be seen highlighted in the transcript itself or extracted, with context, in a special field. The text is also run through an NLP screen and color-coded in green or red, if needed, with enabled clickable user ratings that will continue to improve the accuracy of the learning system. In addition, Smart Summary offers keyword extractions, enabling readers to view text related to these surfaced key terms.

These features empower analysts to get the essential information in minutes, saving valuable time during the busiest periods of the year. The benefit of the ML-driven Smart Summaries does not end with faster information processing or expanded coverage; it also ensures that analysts are not missing important information on their last few transcripts at the end of the workday. 

Below we are looking at Facebook’s latest quarterly call transcript, and scrolling down to the Guidance classification text:

Below we are looking at the same Facebook transcript, but reviewing the Whatsapp key term text:

Another aspect of Smart Summary is “Table View,” which enables active sorting of sentences by the Classification score (ie. “which sentences have the most guidance language?”). This adds another layer of improved accuracy and productivity to the analyst workflow. 

The Table View is also available for surfaced keywords. Analysts can see useful statistics, like whether a keyword is new, or whether it got dropped. They can also see whether usage, by either management or analysts, is going up or down. This type of quantitative insight for keywords was previously so labor-intensive that it was rarely done, and only for one or two key terms at most.

How did we build Smart Summary?

We spent countless hours training a machine learning model on a very large number of transcripts across all industries, effectively automating what an analyst would do. Once the model was up and running, we spent a lot of time on corrections and fine-tuning for this official release. 

Smart Summary is a blockbuster new addition to the Sentieo platform that serves our overarching mission: augmenting human decision-making through the latest technological tools. The release is a part of the latest ML/NLP update to our industry-leading Document Search, which now also includes the surfacing of synonym suggestions based on a machine learning tool trained on millions of corporate documents. (We will discuss this in an upcoming blog post).

To see how Sentieo’s complete workflow solution can work for you, please get in touch. 

The post Disrupting Transcripts: Introducing Sentieo’s Smart Summary™ appeared first on Sentieo.