tomorrow’s workflow, today - factset

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Post on 08-Jan-2017




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  • Tomorrows Workflow TodayJohan SanderssonSenior Product ManagerFactSet

    Tomorrows Workflow, Today

    Johan SanderssonVP, Senior Product ManagerFactSet Research Systems

  • Market Trends FactSet Products Symphony and FactSet Conclusion

    Tomorrows Workflow, TodayAgenda

  • Market Trends

    Work Anywhere

    Personal Devices

    Filtered NewsIncreased Regulations

    Quality and Transparency



  • 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 worlds 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


  • 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 clients 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

    Thank you!

    For more information, please visit