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.

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Throughout 2022, we’ve been working to expand our fixed-income research sources. This month’s release continues that journey with exciting news about a new content partner on the platform.

Expanding Credit Research with S&P

We are thrilled to enter into a new partnership with S&P Credit Research. We are now able to provide their leading Credit Markets research reports to our mutual user base. Coverage areas include credit, regional and sector insights, and macroeconomic themes.  

If you are a current Sentieo user and want to learn more about our new partnership with S&P or additional new features launching in July, log into Sentieo to read the July 2022 release notes. To learn more about the Sentieo Platform, contact us today to meet with a solution executive.

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This month’s release is reflective of one of life’s important facts: context matters. To help provide greater context for you in your research process, we’ve added audio replay functionality to call transcripts.

Transcript Audio Files Now Available

It’s not surprising that transcripts are one of our most used content sources on the Sentieo platform. They offer great value by providing you a direct line into the thinking of management.

One thing written transcripts can often lack: context such as tone. To help solve that issue, we’ve now added audio files for the conversations that underlie the transcript. This provide a more robust perspective on transcript discussions.

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

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This month’s release reflects one of our constant pursuits: making sure our users have access to the types of source content that can help them deliver better insights.

In our latest release, we are introducing:

Fixed Income Research Comes to the Sentieo Platform

This month, we’re thrilled to be adding content from two leading fixed-income research providers, expanding the range of research sources available to Sentieo users.

We’ve partnered with Fitch Solutions and Moody’s Investors Service to provide research reports to mutual users. The availability of these insights opens up new avenues for users who use credit or macro research as part of their analysis process.

New Expert Network Insights Added with GLG

We also continue to grow our diverse offering of expert network content with the addition of GLG as a provider in Sentieo. GLG represents the world’s largest and most varied source of first-hand expertise. Shared Sentieo/GLG users now have access to thousands of teleconference transcripts covering a wide range of industries and themes.    

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

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This month’s release focuses on creating better integrated workflows while also helping customers get proprietary data off their desktops and into the Sentieo platform to unlock powerful insights.

In our latest release, we are introducing:

Sentieo Connect to Leverage the Power of Your Firm’s Data

Sentieo Connect is a powerful new feature that allows users to upload and integrate their proprietary and 3rd party data, including items like analyst-driven estimates, price targets, and other model outputs, as well as portfolio holdings driven out of portfolio accounting systems.

Once uploaded, analysts and PMs can use their data alongside Sentieo-sourced data to create better integrated workflows and more seamless monitoring of investment universes and portfolios using tools like Dashboard, Screener and Plotter.

Expanded Ticker Type Support for Watchlist Imports

We’ve enabled our Watchlist Manager with support for a broader list of ticker types that can be utilized in CSV uploads, allowing users a quicker path to building and using robust watchlists.      

Open Access Beta for New User Experience

As Sentieo continues to look for ways to create better user interactions with our system, we’ve undertaken a platform design initiative, with the goal of making the overall experience more seamless, the journey more contextual and the design more consistent.

Users now have the opportunity to try out the new experience for yourself, as we’ve opened up the beta environment (named Vega) to all users. Try it out today and let us know what you think!

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

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Greater flexibility and control over their research process and improved insights are key elements our customers are looking to get from their Sentieo experience and are the focus of this month’s release.

In our latest release, we are introducing:

Expanded Document Search Functionality 

We have streamlined the Table Explorer interface making it easier than ever to improve productivity with Sentieo.

To aid users in getting up and running faster, we’ve added the new Broker Research Manager. This allows users to check the status of their entitlement requests in real-time so they can know which brokers that may need a nudge for approval.

Broader ESG Coverage

As part of our commitment to supporting ESG research moving forward, Sentieo is excited to announce the addition of content from 3BL Media and Denny Ellison to the platform.     

And in case you missed it earlier in the month, Sentieo has has added ESG Risk Scores, powered by Clarity AI, as a dashboard widget in the tool. For more information on the new widget, please see our previous post.

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

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To that end, the latest addition to our toolset is the ESG Risk Score, available as a dashboard widget. The score is powered by Clarity AI, a leading sustainability data science and technology company.

The new ESG Risk Score widget for the Sentieo dashboard aims to add a new dimension to an investor’s portfolio analysis. It provides ESG risk scores for companies and delivers score breakdowns against the three ESG indicators (Environmental, Social, and Governance). 

This new tool offers an additional way for investors to make informed and socially efficient investments, gaining insights into the measurement and management of a company’s ESG risks and opportunities.

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

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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.

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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.

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No More Stranded Documents

Do you have…

• 5 years of an expensive industry weekly archived on your laptop?
• Powerpoint presentations from past conferences that you know are full of great data that you just can’t find?
• A decade’s worth of meeting minutes organized by topic?

While we are constantly adding more and more valuable documents to Sentieo (51 million and counting!), we realize that many of your most valuable documents are your own.  With a Box or Dropbox integration you can make these documents a part of your Sentieo workflow.  

Easy to Set Up, Seamless to Use

With a few clicks you can sync your existing Box or Dropbox folder structure with Sentieo, choose which of your existing documents to include, and configure the sync to automatically upload new files.  Tickers and tags can be added on import for easy searching and filtering.  

Once synced your folder structure and documents become a source in Sentieo’s Document Search.  Your documents are searchable using all of our query operators and categories, filterable by your folder structure, and ready to be highlighted and worked with in Notebook. 

For Sentieo users, step by step instructions can be accessed in the Support Center.

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

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Over the last 12 months, we have participated in a variety of roundtable discussions and webinars on the topic of earnings prep for investor relations. These events helped us identify that industry-leading IR teams are constantly reviewing how their peers message topics when drafting their earnings calls. This has become a standard practice, but we are now seeing a new trend emerge. With algorithms on the rise that can pick up on sentiment and tonality, earnings calls are not just judged by what is said, but by how it is delivered. This is forcing IR teams to scrutinize every word their CEO/CFO is going to say to deliver the best messaging and have a successful earnings call.

What is Smart Summary^TM?

Sentieo introduced Smart Summary in 2019 to help financial analysts uncover insights from earnings calls by leveraging natural language processing. Smart Summary is a proprietary machine learning model created by Sentieo that is meant to mimic the analysis of an equity analyst on earnings calls, both classifying language into different buckets (i.e., business drivers, revenue, guidance, ESG) and overlaying sentiment to understand if something is positive, negative, or neutral in nature.

IR teams leverage Sentieo’s Smart Summary to see how the language on earnings calls is interpreted by algorithms designed with a buy-side lens. IR teams are able to easily compare how the same business topics have been discussed over time, and can analyze changes in sentiment at a topical level over time and across different companies/industries.

Since the release of Smart Summary, IR teams have consistently asked: “Can I run Smart Summary’s model on my earnings call draft before we have our call?”

Introducing Smart Summary on Prepared Statements

So much time and effort goes into drafting prepared statements for an earnings call. Given volatility around earnings, it’s always nice to have a final spot-check. Algorithms driven by machine learning can pick up what the naked eye (or multiple sets of eyes) might miss.

With that in mind, we are opening up our Smart Summary model to our clients so they can test how their commentary will be interpreted before they have their earnings call. This will enable teams to test their prepared language on the fly to see:

• How language will be classified: is this a business driver, does this fall under ESG, or does it sound like we are deflecting?
• How sentiment is interpreted: are we using too much negative language when discussing our financials?
• Compare side by side with your previously completed earnings calls: is there an obvious difference between how we are talking about competition and market share now vs. three months ago? Are we accomplishing our goal of changing our narrative around cost reduction and forward looking guidance?

Contact us to learn more about putting Smart Summary for uploaded documents to work in your earnings prep process.

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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.

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