Competitors
How you may describe FactSet to friends/family "It's like...."
Bloomberg
This is created as the first step in the sales process
An Opportunity
Where we identify individuals and connect users to their respective firms
Salesforce
This person was recently the star of our FactSetters around the Globe - Boston edition video
Mike Medvinsky
An integrated suite of services designed to help clients ensure consistent, accurate, and timely processing of portfolio- and security-level positions, analytics, risk, and returns.
Portfolio Services
Consulting recently held a "Take Down" call about this competitor
AlphaSense
This meeting type would generally be the next step after consulting provides a sales lead for a client
Sales Demo
When a client asks for constituent access to S&P, Sales would go to this system to put through the request.
Orders
This person started as a Fixed Income Consultant in Boston and eventually moved into Sales Specialty. They've also been known as "CMO" in their days.
Jeremy Hollenbeck
This tool provides the ability to store, validate, lock, and retrieve returns and attribution results.
Portfolio Vault
FactSet built out our Deep Sector content to compete with this provider
CapIQ
Outside of special circumstances, this is the longest term length we renew clients for at one time.
3 years
Where salespeople can view their Sales Credit (changes in ASV) throughout the fiscal year as well as see the Sales Credit of their peers
SUBS
This person has held many sales roles at FactSet over the years, including Account Executive, Global Account Manager (GAM), and Director of Research Solutions prior to their current role.
Erin Bascom
A central location to make it faster and easier to store, retrieve, track, and share performance-improving ideas.
IRN
FactSet was referred to as the "New (Wealth) King in the North" after displacing this competitor
Thomson ONE/Refinitiv
This report flags Opportunities that are in or past the "Needs Assessment" stage, and require activity from Sales. Sales is goaled to keep this number of flags at 0.
Broken Rules
Kapost
This person started as a consultant 17 years ago, and ran SCG Sales (Premier) in the Northeast before moving their expertise to a different Firm Type.
Emily Geer
This service directly connects clients with asset managers, allowing the client to control who they exchange information with via a secure private or public online portal.
FactSet Investor Network (FIN)
According to our Competitor Intelligence page, we would consider this product to be our primary competitor for the entire Portfolio Life-cycle
Aladdin/BlackRock
The new sales initiative meant to consolidate platforms and drive Sales optimization...also known as "L2C"
Lead to Cash
The name of the tool where all draft and final contracts are stored.
You can find the link to this through Salesforce...
DMS Browser
This person has been at FactSet for almost 20 years, and has held roles across Sales and Client Solutions. At one point, this person was the Regional Sales Director for the Northeast, but now their role covers all regions in the US.
Sean Savage
This solution provides clients with 200+ reports from the FactSet workstation available as responsive stand-alone components that can be integrated into internal and external client portals.
FactSet Widgets