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Prospect Account Name

Optimize Your Workflow During Earnings Season (Part 3)

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About The Presenter

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Nicolas Carreras is a Product Manager and Specialist at Sentieo. Nic was previously director of research at Soulor Research, which he founded in 2015. Before that, he held investment analyst roles at United First Partners and at

HSBC, prior to which he was an Investment Banker covering technology, media and telecoms at JP Morgan.

Nicolas CarrerasProduct Manager, Sentieo

Source: Sentieo

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• Push vs Pull:

• Push: Set up text alerts to receive the relevant data that matters to you

• Push: Template charts

• Push: Mobile App

• Pull: Table extraction obtaining KPI data seamlessly

• Pull: Redline filings

• Pull: Set up future text alerts

• Create content that’s easy to track

• Other

Saving Time During Earnings Season

3Source: Sentieo

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• Push:

• Receive emails with key linguistics

Key Text Alerts

4Source: Sentieo

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• Pull:

• Create linguistic alerts

Key Text Alerts

5Source: Sentieo

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• Push: Your Template Charts

Template Charts Saving Time

6Source: Sentieo

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• Pull:

Template Charts Saving Time

7Source: Sentieo

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Mobile Apps: Mobile Phone

• Push & Pull:

• Receiving and Searching for data while travelling

8Source: Sentieo

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• Review your Watchlist / Portfolio

Mobile Apps: iPad Functionality

9Source: Sentieo

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• Type up and review your notes

Mobile Apps: iPad Functionality

10Source: Sentieo

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• 16 Quarters of KPIs with linkback functionality in under 30 seconds

Table Extraction Obtaining KPI Data Seamlessly

11Source: Sentieo

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• Pull:

• Facebook changes to risk factors in recent 10K

Redline Filings

12Source: Sentieo