Tomorrow’s Workflow, Today - FactSet

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Unified workflows are the future of financial services. Learn more about how FactSet's highly customizable analytics and content integrates with Symphony's secure communications platform to empower financial professionals.

Technology

Tomorrow’s Workflow Today
Johan Sandersson
Senior Product Manager
FactSet
Tomorrow’s Workflow, Today
Johan Sandersson
VP, Senior Product Manager
FactSet Research Systems

• Market Trends
• FactSet Products
• Symphony and FactSet
• Conclusion
Tomorrow’s Workflow, Today
Agenda

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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