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FactSet Introduces Interactive GenAI Solution Transcript Assistant

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FactSet has released its first interactive GenAI solution available in the FactSet Workstation. Called Transcript Assistant, the solution is a conversational chatbot designed to accelerate in-depth research and analysis of earnings call transcripts, and help users search, analyse, and extract valuable, actionable insights from all transcripts in FactSet with a view to improving the investment research process.

The solution allows users to submit custom queries regarding a transcript in a two-way interface that goes beyond earnings summarisations to ask questions such as, ‘How is the company discussing the impact of a US recession?’. From there, large language models identify, synthesise and surface relevant transcript information to help users maximise efficiency and unlock insights that inform business decisions. Transcripts and extracted data can be exported to other FactSet applications or external tools. Transcript Assistant integrates the expertise of the company’s StreetAccount news and insight business to create quality and accuracy controls for the chatbot.

Emily Geer, senior director, corporates at FactSet, says: “Transcript Assistant is the go-to efficiency tool to not only navigate, but also excel during earnings season. We are powering our clients’ research workflows with innovative AI solutions and industry-leading earnings content to improve decision-making and drive productivity.”

Transcript Assistant is part of FactSet’s ‘mile-deep workflow automation pillar’ outlined in its AI Blueprint, a product roadmap that establishes how the power of AI will enhance FactSet’s solutions to deliver personalisation, discoverability, and productivity to clients.

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