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The most important aspect of a financial research process is how quickly and confidently an analyst can get to an investment thesis, market analysis, or corporate strategy recommendation. Unfortunately, legacy financial document search vendors are failing to recognize this. Instead, they simply push the idea that they are improving how you search for documents.

Financial document search is important. However, two key issues prevent legacy vendors such as Alphasense or Intelligize delivering value that truly impacts the output of analysts.

  1. Their focus on high volume search, instead of high relevancy results
  2. A lack of support for the complete research process

This paper outlines the five key questions to ask your legacy document search vendor before you commit to another year of using their platform. Fill out the form to get this whitepaper PDF.