Watch this recent webinar: https://resources.sentieo.com/beyond-fast-get-insights-from-search-that-become-alpha-and-strategy-webinar Join Owen Meyer, Assistant Vice President, Creditntell, and Paul Ross, SVP, Sentieo for “Go Beyond Search: 5 Reasons to Switch Your Document Search Vendor.” Owen shares his research best practices for everything from macro trends to key metrics. In less than an hour, you’ll learn how a platform like Sentieo lets you and your team deliver insights faster than search-only tools, and why that’s critical in generating alpha, developing deep-dive insights, and monitoring trends. Plus, we show a short demo so you can see the speed of insight for yourself. Speakers: -Owen Meyer, Assistant Vice President, Creditntell -Paul Ross, Senior Vice President of Marketing, Sentieo -Nick Mazing, Head of Research, Sentieo

1. Go Beyond Search: 5 Reasons to Switch
Your Document Search Vendor

2. Welcome
Owen Meyer
Assistant Vice President
Paul Ross
Senior VP Marketing
Nick Mazing
Head of Research

3. Financial Research Process is Broken and Costly
Equity Data
Terminal
Data Extraction
Charting and
Modeling
Note Taking And
CollaborationDocument Search
Slow, Long
Process
Multiple Apps and
Process Steps
Expensive Labor
Doing Manual Tasks,
Lost IP
Research
Management
System
Missed Insights and
Opportunities for
Alpha
Search for Data and
Information
Explore and Extract
Data
Analyze and
Visualize Data
Capture Insights
and Collaborate
Strategy and Thesis
Sharing

4. Deep, Relevant
Document Search
EDT & Data
Extraction
Visualize,
Analyze, & Create
Insights
Notes, Thesis,
Strategy
Collaborate
& Share
10Ms of Public Financial
Documents & Corporate
Documents
Filings, research,
regulatory filings and
more
End to End Tracking and
Auditing of Process
Fundamental, Historical
Equity Data, Analyst
Estimates & Alternative Data
Sentieo: Leading Financial Research Platform
Investment Thesis or
Corporate Strategy

5. Document Search Is The Beginning, But Remains
Focused On the Wrong Things
5 Areas to Ask Questions of Your Document Search Vendor
Relevancy
Not
Volume
Actionable Data
Over Excel Copy &
Paste
AI That Delivers
Value Over Hype
Specialize In Your
Complete
Workflow
Quality Over
Discount

6. Relevance Over Volume

7. Actionable Data Over Copy and Paste

8. AI That Delivers Value Over Hype

9. Delivering AI That Provide Real Value

10. Specialize In Your Complete Workflow

11. Financial Research Process is Broken and Costly
Equity Data
Terminal
Data Extraction
Charting and
Modeling
Note Taking And
CollaborationDocument Search
Slow, Long
Process
Multiple Apps and
Process Steps
Expensive Labor
Doing Manual Tasks,
Lost IP
Research
Management
System
Missed Insights and
Opportunities for
Alpha
Search for Data and
Information
Explore and Extract
Data
Analyze and
Visualize Data
Capture Insights
and Collaborate
Strategy and Thesis
Sharing

12. Deep, Relevant
Document Search
EDT & Data
Extraction
Visualize,
Analyze, & Create
Insights
Notes, Thesis,
Strategy
Collaborate
& Share
10Ms of Public Financial
Documents & Corporate
Documents
Filings, research,
regulatory filings and
more
End to End Tracking and
Auditing of Process
Fundamental, Historical
Equity Data, Analyst
Estimates & Alternative Data
Sentieo: Leading Financial Research Platform
Investment Thesis or
Corporate Strategy

13. Quality Over Discount

14. Document Search Is The Beginning But Remains
Focused On the Wrong Things
5 Areas to Ask Questions of Your Document Search Vendor
Relevancy
Not
Volume
Actionable Data
Over Excel Copy &
Paste
AI That Delivers
Value Over Hype
Specialize In Your
Complete
Workflow
Quality Over
Discount

15. Q&A

16. Thank You
Request a Demo Today
https://sentieo.com/demo.html