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S&P Capital IQ Pro Document Intelligence
Analyze transcripts and filings for Account insights, right in Agentforce.
Starting at $12,000 USD/company/year
- Actions: 2Subagents: 1Agents: 1
- Industries
- Financial ServicesMedia & EntertainmentProfessional Services
- Business Need
- SalesMarketingSales Intelligence
- Requires
- Agentforce
- Compatible With
- Sales Cloud
With S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce, users can leverage Generative AI to quickly extract key insights, risks, outlooks, and sentiment from earnings call transcripts and filings.


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Highlights
Skip data management and focus on insights. Utilizing Salesforce’s Agentforce platform, users can analyze thousands of documents without loading extensive research into their CRM.
Benefit from robust metadata that categorizes transcript and filings data for faster trend analysis. Prompt the agent to explore specific topics and outcomes, matched to entity CIQ IDs, ensuring the right documents are linked to correct Accounts.
Generate actionable tasks from Document Intelligence insights. Whether it's a new product announcement, guidance revision, or competitive positioning, easily create emails, generate opportunities, and revise account plans based on these insights.
Seamlessly integrate with the Market Intelligence Salesforce App, your proprietary data, and other solutions in the Salesforce Data Cloud to enhance insights and deliver actionable results faster.
Provider Details

S&P Global Market Intelligence
New York, NY, USA
Founded
1860
Phone
1-877-SPCLIEN(T); option #2S&P Global Market Intelligence, a division of S&P Global (NYSE:SPGI), is a leading provider of financial and industry data, research, news and analytics to investment professionals, government agencies, corporations, and universities worldwide. S&P Global Market Intelligence integrates news, comprehensive market and sector-specific data and analytics into a variety of tools to help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk.
Pricing Details
Pricing is determined by company use case, user group, and additional data needs required for the customer. Reach out to your account team for more details and to request a quote.
Group Subscription
$12,000 USD/company/year
Free trial available for 7 days
Lowest Starting Price