S&P Capital IQ Pro Document Intelligence
Analyze transcripts and filings for Account insights, right in Agentforce.
Overview
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.
See How S&P Capital IQ Pro Document Intelligence Works
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.
Analyzing lengthy documents can be costly and time-consuming. The S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce is a GenAI tool that integrates S&P Global’s transcripts and filings data to provide insights, sentiment analysis and more directly within Salesforce. This enables users to quickly analyze documents without importing large files into their Customer Relationship Management (CRM), improving productivity. With these insights, users can easily generate emails, create events, and update account strategies in response to market and company changes.
Categories
- Business Needs
- SalesMarketingSales Intelligence
- Industries
- Financial ServicesMedia & EntertainmentProfessional Services
- Personas
- Business UserExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package