The document discusses FactSet's approach to transforming the investment workflow through the use of APIs, emphasizing a structured API program that supports ease of use, onboarding, and governance. It highlights the importance of reusable infrastructure and an API-first strategy while sharing lessons learned from building a successful API program. Resources provided include developer portales, SDKs, and case studies to support clients in utilizing FactSet's APIs.

1. Akshay Sheth
VP, Director, Engineering, Front Office
Solutions
Transformative Technology: Re-Imagining the Investment Workflow
Using APIs
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2. FactSet Overview
2
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Y E A R S O F G R O W T H
G L O B A L U S E R S
C L I E N T R E T E N T I O N
O F F I C E S I N 2 4
C O U N T R I E S
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3. 3
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4. FactSet API Incubation Stages
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Implementation
Awareness Go to Market

5. Awareness
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T H I N K
O U T S I D E I N
D E M Y S T I F Y
A P I S F O R
N O N - E N G I N E E R S

6. Go To Market – Ease Of Use
• Usage transparency
• Onboarding tools
– Software Development Kits (SDKs)
– BI connectors
– Pre-canned dashboards
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7. Go To Market - Sales Collateral
• Recipes
• Internal and external webinars
• Case studies
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8. Scaling the API program
• Emphasis on reusable infrastructure components and services
• Governance
– Consistent API structure
– Versioning, retirement and support policies
– Decentralized enforcement
• Think and execute on API first strategy!
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9. 9
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10. Client solutions driven by FactSet APIs
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11. Building A Successful API Program: Lessons Learned
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D O N ’ T R E I N V E N T
T H E W H E E L
G O V E R N A N C E
U N L E A R N
T O R E L E A R N

12. Questions
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13. Appendix
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14. Resources
• Developer portal
• Case studies
– https://www.factset.com/loomis-sayles-case-study
– https://www.factset.com/read-the-analytics-api-case-study
• SDKs
– Java (Maven, GitHub)
– C# (NuGet, GitHub)
– Python (PyPI, GitHub)
– R (CRAN, GitHub)
• BI tools
– Power BI connector
– Tableau connector
• Other
– https://www.apiscene.io/lifecycle/how-to-build-a-successful-api-program/
– https://soundcloud.com/user-910706127/akshay-sheth-podcast
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15. References
• https://www.pingidentity.com/en/software/pingfederate.html
• https://www.redhat.com/en/topics/devops/what-is-blue-green-deployment
• https://konghq.com/kong/
• https://techbeacon.com/app-dev-testing/dont-do-performance-testing-production-environments-only
• https://swagger.io/
• https://lightstep.com/
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