S&P Global Market Intelligence’s flagship data and analytics platform has won A-Team Group’s AI in Capital Markets Award for Best AI Solution for Research Summarisation.
Data Management Insight spoke to Daniel Kim, senior director, head of digital engagement, data and research at S&P Global Market Intelligence and discusses the AI capabilities of its S&P Capital IQ Pro platform.
Data Management Insight (DMI): Congratulations on S&P Global Market Intelligence winning A-Team Group’s AI in Capital Markets Award for Best AI Solution for Research Summarisation. What does this specific recognition for summarising complex research mean to your team and the business?
Daniel Kim (DK): Winning this award is a testament to the hard work and innovation that goes into S&P Capital IQ Pro, S&P Global Market Intelligence’s flagship data and analytics platform. This recognition reflects our dedication to leveraging cutting-edge technology to meet the evolving needs of our clients. The AI capabilities across the platform, particularly in Document Intelligence, empower clients to navigate the complexities of financial data and documents more efficiently, helping them save time and focus on making informed decisions.
DMI: Could you give us an overview of your award-winning solution? What are its key features, and how does it leverage AI technologies like Generative AI or advanced NLP to distill vast amounts of research into concise, actionable summaries for capital markets professionals?
DK: S&P Capital IQ Pro is designed to tackle the challenges of filtering vast amounts of unstructured data into concise, actionable and contextual insights. At the heart of this solution are several key AI capabilities integrated into the platform:
- S&P Capital IQ’s Pro GenAI-powered document workflow tool enables users to analyse global company filings, transcripts, news and broker research. They can benefit from smart search capabilities across documents, leverage transcript summarisation for detailed summaries of earnings calls organised by topic and sentiment, surface key phrases highlighting relevant and significant topics within transcripts, and access natural language processing (NLP)-derived sentiment scores to better understand how a company’s narrative is perceived by investors.
- As our Generative AI assistant tool, when used within Document Intelligence, users can query documents using natural language like they would be asking a question to a person and retrieve insights such as financial highlights, strategic initiatives, growth drivers, operational opportunities or challenges that were discussed on an earnings call and more. With the ability to query multiple documents, users save significant time when doing so, as they can query across multiple sources to find insights on a single company, peer list, and industries.
- It enhances our clients’ understanding of stock price movements. The capability summarises key events influencing market activity, saving our clients time when analysing price fluctuations during a specific timeline.
DMI: The problem of information overload is a major challenge for analysts, portfolio managers and investment bankers. How does your solution directly address this pain point and how does it help clients cut through the noise to find the most critical insights faster?
DK: Document Intelligence helps anyone doing research pinpoint the relevant information from the large corpus of textual data from filings, transcripts, investor presentations, news and broker research. Features such as Transcripts Summaries and Key Phrases automatically summarise key insights and highlight the most relevant key points and trends from earnings calls. Analysts, portfolio managers and investment bankers can quickly grasp the essential information without sifting through pages of content, allowing them to focus on what truly matters for their decision-making processes.
Additionally, ChatIQ in Document Intelligence enhances the research workflow by providing a conversational interface for users to ask questions within one or more documents. Instead of reading through lengthy text, clients can simply type in their queries and receive instant, contextual responses. This not only saves time but also ensures that users can access the insights they need in a straightforward manner, cutting through the noise of irrelevant data.
Finally, Chart Explainer digs through the text in news articles and events to provide key company news or events that could have impacted the stock price within the selected time frame. This saves users time when analysing market activity and stock movements for a specific company.
Together, these tools within S&P Capital IQ Pro empower our clients to navigate the complexities of financial information and unstructured data with ease by providing the ability to quickly find critical insights that inform their strategies, all while reducing the cognitive load associated with information overload.
DMI: Trust and accuracy are paramount when using AI for summarisation, especially in finance where decisions are critical. Could you elaborate on the technology underpinning your solution and the measures you have in place to ensure the reliability, accuracy and factual integrity of the summaries it generates?
DK: Trust and accuracy of our data are critical to our clients. S&P Capital IQ Pro is not only built on the highest-quality corporate, market and financial information available but it also provides the ability to audit financials and forecasts to the source document as well as view the detailed calculations. We’ve brought this same capability to our AI-generated content to ensure clients can verify accuracy and easily navigate back to the source document.
In Earnings Call Transcript Summaries and ChatIQ, users can audit any part of the AI-generated content by tracing back any point included in the summary or answer to the source text to easily access and verify the information. Additionally, in Chart Explainer, each summary includes links to the underlying news articles that influenced the summary.
DMI: Can you share some insights into how your clients are using this solution in their daily workflows? What tangible benefits are they experiencing—for example, in terms of time saved, improved decision-making, or enhanced research capabilities?
DK: There are many examples and here are just a few:
- Clients are using Document Intelligence to quickly find documents they need to access and extract insights. With Earnings Call Transcript Summaries, our users are reading through short summaries that save them time by digesting large amounts of text into concise insights.
- With ChatIQ, clients can ask natural language questions about any filings, transcript, investor presentation and broker research report and receive instant, contextually relevant answers. With the ability to support multiple documents at once, this functionality enhances their research capabilities by providing quick access to insights that would otherwise require extensive searching and cross-referencing.
- Clients are finding Chart Explainer particularly valuable for understanding market movements and trends. By summarising key events and linking to underlying news articles, this tool provides a clear context for the data presented. Clients appreciate the ability to quickly grasp the reasons behind market fluctuations, which enhances their decision-making process.
DMI: Looking ahead 12-18 months, what do you see as the next major evolution for AI in investment research? How is S&P Global Market Intelligence planning to enhance this solution or develop new capabilities to meet those future trends?
DK: The next major evolution of AI in financial and market research will be the move from retrieving information and creating summaries to generating actionable insights and deliverables. Analysts will expect to interact with their platforms conversationally, using natural language to build charts, screens and presentation-ready materials. This shift reflects a growing need for faster turnaround, personalisation and automation in workflows that have historically been manual and resource-intensive.
Our vision for S&P Capital IQ Pro to meet this demand is to enhance it in ways that will enable the various capabilities to come together to become our clients’ virtual analyst. By working to embed ChatIQ across the platform and enable natural language-driven functionality, users would be able to generate charts and screens by describing what they need. The roadmap extends this capability to building pitch decks and presentations directly from the data—transforming raw metrics into polished outputs with minimal effort. This allows users to spend less time on formatting and data assembly, and more time on strategic interpretation and client engagement.
DMI: How does this award-winning AI solution for research summarisation fit into S&P Global Market Intelligence’s broader strategy for integrating AI across your suite of data, analytics and workflow solutions for the global capital markets?
DK: S&P Capital IQ Pro exemplifies S&P Global Market Intelligence’s approach to AI: combining high-quality data with trusted analytics and user-focused design based on workflows serves as both a showcase and a proving ground for how AI can transform the way users discover, analyse and act on data. By embedding capabilities such as ChatIQ, natural language charting and screening, and the ability to generate client-ready outputs like pitch decks, Pro demonstrates the shift from static data tools to dynamic, AI-driven solutions that execute tasks across workflows that help our users save time in finding the insights and analyses they need.
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