This month’s release focuses on enhancing integrated features and user experiences as well as improved transparency/accessibility for content on the platform.

New Calendar Functionality

Improving the Sentieo Calendar experience takes a step forward this month to create a more integrated user experience. We’re rolling out several Calendar feature enhancements, including the ability to sync your Google or Outlook calendar events in Sentieo.

Addition of Industry Filter Capabilities for Sector Searches

One of the benefits Sentieo offers users is a multitude of ways to create more targeted search results. To that end, we’ve added an Industry filter layer (GICS Level 3) to our Sector filters to provide greater flexibility for users who view coverage areas through that lens.

If you are a current Sentieo user, log into Sentieo to read the August 2022 release notes. If you’d like to learn more about the Sentieo Platform, contact us today to meet with a solution executive.

The post August 2022 Release Highlights appeared first on Sentieo.

1. Three levels of synonyms

• Synonyms/acronyms ON  

• OFF but keep stemming (i.e. gerunds, possessives, plurals) 

• “Exact match” 

You would have missed 36 out of 44 relevant results on the most recent DAL call with Ctrl-F!

2. Read multiple documents on one screen with Snippets view.

3. Search for number types, like currency, percentage, volume, or dosage, with or without keywords.

4. Control the distance between your query words: keep them as close or as far as needed.

5. Save your searches and have them come to you as alerts, or on your Dashboards.

6. Compare what management or members of management are saying, versus what the analysis are asking about with Speaker Search.

7. Sort by Relevance or by Hits for recent, but higher “density”, documents.

8. Add multiple document types in the query box with the IN: shortcut as you go.

9. Search titles across corporate, research, regulatory, and news documents for specific issues of importance.

10. Combine multiple tickers and watchlists for your searches: here we are picking up news and filings for our US Airlines watchlist members.

11. You don’t even have to search: enter a ticker and go to that company’s Documents Homepage, where all important corporate documents are lined up, while all recent news, research reports, and more are on the left. 

12. Do you have internal content? Make it searchable, too, with our integrations with many popular internal doc tools, or through direct manual or automatic uploads.

13. Use ! to exclude a company from the results. For example, !AAPL !MSFT will exclude AAPL and MSFT documents. Use it to gauge product adoption by other companies! 

14. Like a section or a document? Highlight with a topic, or bookmark, write a comment, tag a coworker!  It is all saved and searchable in our integrated Research Management System.

15. Searchable investor presentations? Of course! Select Presentations or just use the IN:PPT shortcut.
Here we are searching MDLZ for Oreo.

16. Search sell side reports by bank: select specific banks, or use IN:RR: for a list of banks in the shortcuts, like IN:RR:GS for reports from GS or IN:RR:MS for reports from MS.

To learn more about how you can do this in our platform, and liberate yourself from CTRL-F watch our basic and advanced Document Search webinars. You can also check out our full video library.

The post 16 Tips on How to Search Better with Sentieo’s award-winning AI-Powered Search! appeared first on Sentieo.

Integration, flexibility, and control continue to be important criteria for institutional investors that are choosing the Sentieo platform as the central hub for analysts to do their work.

In our latest release, we are introducing:

Microsoft Teams Integration 

In our continued effort to integrate Sentieo with popular cloud storage and collaboration services, we are rolling out our Microsoft Teams integration. Users can leverage the power of Teams for communication and collaboration while making it easy to seamlessly search, share, and discuss Sentieo notes and documents directly in Teams. 

New Notebook Reports

Admin and compliance users can now generate reports on demand for notebook activity and research report readership data.

Saved Search Alert Digest Emails

Users can now increase the frequency of alerts for the searches most important to them without cluttering their Inbox with custom digests for saved search alerts.

If you are a current Sentieo user, log into Sentieo to read the November 2021 release notes. If you’d like to learn more about the Sentieo Platform, contact is today to meet with a solution executive.

The post November 2021 Release Highlights appeared first on Sentieo.

“I did not know you could do that in Sentieo” is something we hear quite often from the users of our award-winning research platform, from advanced search, to complex screening and data visualizations. To address this frequent feedback, we decided to share some of our top webinars, guides, and blog posts in one place below. 

On Demand Webinars 

“Liberate yourself from Ctrl-F” (Part 2) – the Advanced user version of our Document Search webinar continues to be very popular with existing clients. We go over more advanced functions, such as document section searches, speaker searches, footnote searches, combining multiple Boolean operators, dynamic synonym suggestions, workflows around watchlists, qualitative factors, document trends, NLP heatmaps, NLP topics, redlining, table chaining and visualization, and more. 

“Advanced data visualization” – another Advanced version of our module-focused webinars, this webinar focuses on Sentieo’s data visualization engine Plotter. We go over advanced hybrid series such as rolling correlations, sector-level relative valuation and profit pool analysis, dashboard templates, benchmarking visualizations, and more. 

“Sentieo for ESG Research”– in this webinar, we go over how the full platform can be used specifically for ESG research, and ESG research management. We go over advanced queries, available ESG document sets, ESG-specific dashboards and visualizations. We also discuss the need for proper research management: from templates for notes from management meetings to proxy voting records to dashboards, version control, and auditability. 

Guides

 A New Approach to ESG Research Integration– this guide is designed to help institutional investors explore a new, integrated approach to ESG research management that can overcome the challenges and maximize the opportunities of ESG investing.

Gaining Competitive Advantage with Investment Research Through the Use of Artificial Intelligence and Other Technologies– this guide from Harvard Business Review Analytic Services looks at the direct applications of modern technologies in the research process, from tackling unstructured data to holistic workflow strategies. 

A New Generation of Research Management Systems– this Celent Briefing note goes over the must-haves in modern research management systems. Creating, systematizing, searching, and protecting internally-generated IP is a common problem for all knowledge-heavy organizations. 

Financial Data Visualization and Analysis Guide– in this guide, we go over a range of financial data visualizations and analyses in Sentieo’s data visualization engine Plotter. Every example has an embedded in-pdf video for a direct “how to” demonstration. 

Blog Posts

8 Ways to Integrate ESG Research for UN PRI Compliance (March 2021) – the increasing importance of the PRI initiative is evidenced by both the growth in signatories and AUM. In this blog post, our head product specialist goes over some of the ways our clients integrate ESG into their workflow inside the Sentieo research platform. 

Sentieo Platform Integrations Facilitate Enterprise Deployments (May 2021) – extensive integrations are a must for any research platform looking to unite internal and external IP alongside existing productivity tools like Slack and Outlook. In this blog, we go over some of the existing platform integrations currently deployed by our 1,100+ institutional and corporate clients. 

Freight Woes Threaten The Holiday Shopping Season (September 2021) – while the port congestion problems are headline news now, we saw the dire retailer inventory levels in the data back in August using our platform to analyze the sector. See the sector-level analysis and visualizations, and more.

Using AI to Find the Key Themes This Earnings Season: Office REITs Hurt by Slow Return to the Office (November 2020) – the “ great return to the office” has had several false starts globally. In this blog, we use Sentieo’s NLP applications to see what is happening in the sector, from section redlining heatmaps to transcript topic classifications across peers. 

To stay up to date on everything happening with Sentieo, follow us on LinkedIn, Twitter, and YouTube. 

The post Discovering Sentieo: Top Webinars, Guides, and Blog Posts appeared first on Sentieo.

Sentieo’s powerful and flexible Dashboards have grown dramatically in both client adoption and functionality since we introduced them two and a half years ago. Showcasing the depth of the research platform, the Dashboards bring together documents, document search, research management/research monitoring, financial and alternative data, data visualizations, Tableaus, iFrames, and much more, through over 50 different widget types. 

Sentieo clients can build their own Dashboards, and have access to pre-built general as well as industry- and function-specific Dashboards. Over time, we have rolled out specialized Dashboards such as Credit Position Monitoring (video walk-through), Special Situations (video walk-through), ESG Topic Monitoring (video walk-through), and our Sustainalytics integration (video walk-through and joint webinar). 

Following the high client demand for our recent Risk Monitoring Dashboard (blog post with video-walk through), today we are introducing two additional dashboards: US Macro and Credit Themes. Below you will find brief descriptions, screenshots, and video walkthroughs of both. 

US Macroeconomic Dashboard 

This Dashboard uses mostly our FRED Macro integration to bring in 21 data visualizations of various macroeconomic data sets, from GDP growth, to inflation, changes in the money supply, housing starts, and credit spreads.

If you’d like a more detailed walkthrough of the dashboard, please watch the video below.

Credit Topics Dashboard 

The Credit Topics Dashboard is useful for idea generation and general conditions monitoring. We see incoming mentions of terms like covenant breach and bridge loans, along with upcoming maturities, new issuances of both debt and equity, as well as data visualizations of the overall credit market conditions. 

If you’d like a more detailed walkthrough of the dashboard, please watch the video below.

To learn more about Sentieo, please visit our Resources page for guides and recorded webinars, or request a demo. 

The post Macroeconomic and Credit Topics Dashboards in Sentieo appeared first on Sentieo.

That’s why I am so excited about Sentieo Platform Integrations, the latest evolution of our support for enterprise-class research platform deployments. This suite of ways to integrate with content repositories and tools used throughout the research workflow facilitates adoption while saving analysts more time, reducing context switching between disparate systems, and bringing the power of Sentieo’s AI-powered search and analytics to all of their content.

Box and Dropbox Integration

As our Search Product Manager wrote on our blog last week, you can now leverage our powerful search on all of your valuable documents with our Box and Dropbox integration. In addition to being easy to connect folders from these tools, you can also add tickers and tags on import for easy searching and filtering.

Evernote Integration

Whether at the fund-level or with specific individuals and teams, Evernote may be the preferred note taking tool. We can support that with our bi-directional sync with both Evernote and Evernote Business.

Microsoft Office Plugins

Sentieo Plugins for Outlook, Word, OneNote, and PowerPoint allow seamless upload of Microsoft Office content to the Sentieo Notebook so you can eliminate time spent emailing or posting documents to shared drives, and stay focused on research and analysis. We also have a Microsoft Excel Plugin that helps you save time seamlessly importing company data and leveraging pre-built templates to build financial models.

Slack Integration

Earlier this year we rolled out a Sentieo app for Slack to help alleviate the friction of switching between apps in the research workflow. Once connected, Sentieo notes and Slack conversations are brought together seamlessly, allowing you to take advantage of best of breed tools for communication and collaboration and easily share and discuss your Sentieo work with colleagues directly in Slack.

Notebook API

The Sentieo Notebook API facilitates two-way note integration between the Sentieo platform and in-house systems of record, accelerating development time, lowering cost of deployment, and reducing risk. Our customers use this API to:

• Upload internal research and third party content into Sentieo for use in the Notebook and Document Search
• Manage metadata, including tags, tickers, and fields associated with notes
• Download Sentieo notes, including highlights and comments, into in-house tools used by compliance, data science, or other teams

Security Master API

To support large scale deployments of the Sentieo platform, we’ve also introduced a Security Master API to facilitate mapping the tickers used in Sentieo to other types of tickers and identifiers, as well as the creation of new entities, securities, and quotes.

Contact us to learn more about putting the power of the Sentieo financial and corporate research platform to work in your organization.

The post Sentieo Platform Integrations Facilitate Enterprise Deployments appeared first on Sentieo.

We are excited to continue the evolution of our integrations to support enterprise-class research platform deployments. With the Sentieo V4.6 release, we are launching Sentieo Platform Integrations, a suite of existing (e.g., Slack, Evernote, Microsoft Office) and new ways to integrate with Sentieo.

“We are seeing increased demand for large-scale, enterprise deployments of modern investment research platforms. Sentieo Platform Integrations is going to deliver new ways for our clients to get insights, from all their research content, while providing the opportunity to leave behind failed RMS integrations.”

Naman Shah, Co-Founder & President, Sentieo

New integrations include support for bringing research and other content from Box and Dropbox into Sentieo Document Search, and Sentieo Platform APIs for notes integration and Security Master management to facilitate large-scale enterprise deployments of Sentieo.

We are also opening up access to our Smart Summary sentiment and topic analysis so uploaded content, such as earnings call draft transcripts, can be run through our models.

This latest release also includes:

• more enhancements to our new iPhone app, including the ability to now access Price Monitor
• more flexibility for dashboard viewing and sharing
• more features to improve your thesis sheets

With even more support for existing content, tools, and workflows, investment analysts and corporate researchers will save more time, reduce context switching between disparate systems, and bring the power of Sentieo’s AI-powered search and analytics to all of their content.

Sentieo users can learn more about the Sentieo V4.6 release in the release notes. If you are not yet a customer and would like to experience the difference an integrated research management platform can make, contact us for a free trial.

The post Sentieo V4.6: Enterprise-Class Research Platform Deployments with Box, Dropbox, and new APIs appeared first on Sentieo.

Even before the start of the COVID-19 pandemic, we started to see a transformation in the types of internal communication and collaboration tools being used by workers in the modern business landscape. Gone are the days of archaic email and phone calls.

Instead, efficiency and productivity in the workplace has been streamlined by team collaboration software which is now at the center of workplace communication. Instead of conference rooms and standup meetings, companies are beginning to leverage the use of collaboration software like instant messaging and video conferencing to ensure team members are connected and can directly communicate and collaborate to get work done.

The adoption of new tools to make collaboration easier should mean improved efficiency and productivity for workers, but requires making sure that the right software is chosen to get the job done. Because of this best of breed approach to technology that requires teams to rely on a combination of tools to get work done,  there is a bunch of back and forth between apps that can slow you down.

We’ve rolled out a Sentieo app for Slack to help alleviate the friction of switching between apps in your workflow. Once connected, your Sentieo notes and Slack conversations are brought together seamlessly, allowing you to take advantage of best of breed tools for communication and collaboration and easily create, share, and discuss your Sentieo work directly in Slack.

Post Notes to Slack

Keep your notes and conversations in the same place by sharing your notes to Slack, directly from Sentieo. Simply select the Send to Slack option in any note and you’ll be able to specify the DM or channel as well as an optional message. The note will then immediately be posted to the selected conversation.

See Note Previews in Slack

Once a note is posted to Slack, the following information will be showcased: comment (if included), title, metadata including tags, and a preview of the contents.  Your colleagues in Slack will know exactly what your note is all about without having to move between platforms and opening it in Sentieo.

Find Your Sentieo Content in Slack

Through Slack’s search capabilities, you’ll also be able to quickly find Sentieo notes that have been shared in Slack based on the content of those notes.

With the Sentieo app for Slack, your notes and conversations are brought together seamlessly so teams can easily collaboration. Start using the integration today to streamline your team’s information sharing. Find out how in the Sentieo Support Center here, or contact us for a free trial.

The post Sentieo and Slack: Your Notes and Conversations, Together appeared first on Sentieo.