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Tomorrow’s Workflow TodayJohan SanderssonSenior Product ManagerFactSet
Tomorrow’s Workflow, Today
Johan SanderssonVP, Senior Product ManagerFactSet Research Systems
• Market Trends• FactSet Products• Symphony and FactSet• Conclusion
Tomorrow’s Workflow, TodayAgenda
Market Trends
Work Anywhere
Personal Devices
Filtered NewsIncreased Regulations
Quality and Transparency
Collaboration
Speed
FactSet Products
• Serving the industry for over 35 yrs• Constantly evolving• Multiple platforms• Right technology• Simplify and customize• Customer-driven workflow• Unrivaled support
Symphony and FactSet
• Building a new collaboration platform with a global reach is hard• Providing the world’s financial professionals with trusted solutions for
research, content and analytics is equally hard• Our partnership puts the user in focus – aiming to provide seamless
integration between our platforms
Better Together
Symphony and FactSet
• Internal, external, any user type – quick way of getting in touch with the right people
• Share actual components to simplify the workflow
• Research distribution
Sharing and Connecting
Symphony and FactSet
• Collaborate securely while maintaining compliance
• Include rich functionality on any device
• Include relevant information across workflows (bots, etc.)
• Do your financial analysis the way you are used to
Collaboration
Symphony and FactSet
• Save entire conversations back to FactSet RMS
• Connect conversations to individual components, tickers, keywords, etc
• Receive and interact with Alerts
Archive and Integrate
Conclusion
• Integration is between FactSet and each client’s pod• Administrative control remains with client• Minimal learning curve for users• Evolve over time as functionality and user prefences changes• Best workflow for financial professionals - rich, modern and secure
collaboration within Symphony combined with advanced, detailed and highly customizable analytics and content in FactSet
Thank You.
For more information, please visit www.factset.com
Thank you!
For more information, please visit FactSet.com.
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