About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

S&P Global Integrates AI Document Analysis on Salesforce AgentExchange

Subscribe to our newsletter

S&P Global has made its S&P Capital IQ Pro Document Intelligence available to users of Salesforce’s AgentExchange, integrating Generative AI directly into customer relationship management workflows.

S&P Global said this will simplify how customers analyse complex company documents, boosting productivity and enabling clients to make quicker, data-informed decisions.

The new integration builds on S&P Global’s partnership with the Salesforce Independent Software Vendor (ISV) programme, and is accessible through Salesforce’s marketplace for agentic AI tools.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Financial Institutions ‘Layering’ New Risks as Report Highlights Greenwashing Exposure

The number of financial institutions flagged for greenwashing climbed substantially in the past year, highlighting both the vulnerability of individual firms and the need to integrate greenwashing risk management into decision-making processes.. The sector remained the worst offender for overstating their progress or making vague or misleading claims, the report by sustainability risk data company...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...