FactSet Launches AI-Powered Pitch Creator
FactSet has launched Pitch Creator, a GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. The tool aims to reduce hours of manual work into minutes by automating model analysis and presentation building tasks.
The solution integrates with FactSet Mercury, the company's AI chatbot, and features several key capabilities: Search Intelligence for research across StreetAccount news and SEC filings, Chart Creator for generating dynamic graphs, Slide Assistant for building branded slides, Tombstone Generator for creating deal slides, and Template Assistant with over 200 pre-built Excel templates.
The tool specifically targets junior bankers who typically work 80-100 hours weekly, aiming to improve their work-life balance and allow them to focus on strategic functions that drive revenue. The solution integrates with Microsoft Office and enables secure model refresh tasks through FactSet servers.
FactSet ha lanciato Pitch Creator, una soluzione alimentata da GenAI concepita per rivoluzionare la creazione di pitchbook per le banche d'investimento. L'obiettivo dello strumento è quello di ridurre ore di lavoro manuale in pochi minuti, automatizzando l'analisi dei modelli e le attività di creazione delle presentazioni.
La soluzione si integra con FactSet Mercury, il chatbot AI dell'azienda, e presenta diverse funzionalità chiave: Search Intelligence per la ricerca tra le notizie di StreetAccount e i documenti della SEC, Chart Creator per la generazione di grafici dinamici, Slide Assistant per la creazione di diapositive brandizzate, Tombstone Generator per la realizzazione di slide di affari, e Template Assistant con oltre 200 modelli Excel pre-configurati.
Lo strumento è specificamente rivolto ai banchieri junior che solitamente lavorano 80-100 ore a settimana, mirato a migliorare il loro equilibrio tra vita lavorativa e vita privata, consentendo loro di concentrarsi su funzioni strategiche che generano ricavi. La soluzione si integra con Microsoft Office e consente operazioni di aggiornamento dei modelli in modo sicuro tramite i server di FactSet.
FactSet ha lanzado Pitch Creator, una solución impulsada por GenAI diseñada para revolucionar la creación de pitchbooks para bancos de inversión. La herramienta busca reducir horas de trabajo manual a minutos automatizando el análisis de modelos y las tareas de construcción de presentaciones.
La solución se integra con FactSet Mercury, el chatbot de IA de la empresa, y cuenta con varias capacidades clave: Search Intelligence para investigar en las noticias de StreetAccount y documentos de la SEC, Chart Creator para generar gráficos dinámicos, Slide Assistant para crear diapositivas personalizadas, Tombstone Generator para crear diapositivas de transacciones, y Template Assistant con más de 200 plantillas de Excel preconstruidas.
La herramienta está especialmente dirigida a banqueros junior que normalmente trabajan entre 80 y 100 horas a la semana, buscando mejorar su equilibrio entre el trabajo y la vida personal y permitirles concentrarse en funciones estratégicas que generan ingresos. La solución se integra con Microsoft Office y permite tareas de actualización segura de modelos a través de los servidores de FactSet.
FactSet은 Pitch Creator를 출시했습니다. 이는 투자은행의 피치북 작성 방식을 혁신하기 위해 설계된 GenAI 기반 솔루션입니다. 이 도구는 모델 분석 및 발표 작성 작업을 자동화하여 수작업 시간을 몇 분으로 줄이는 것을 목표로 합니다.
이 솔루션은 회사의 AI 챗봇인 FactSet Mercury와 통합되며, 여러 주요 기능을 제공합니다: Search Intelligence는 StreetAccount 뉴스와 SEC 문서에 대한 연구를 수행하고, Chart Creator는 동적 그래프 생성을 지원하며, Slide Assistant는 브랜드 슬라이드 생성을 돕고, Tombstone Generator는 거래 슬라이드를 생성하고, Template Assistant는 200개 이상의 사전 제작된 Excel 템플릿을 제공합니다.
이 도구는 보통 주 80-100시간 일하는 주니어 뱅커를 겨냥하고 있으며, 그들의 일과 삶의 균형을 개선하고 수익을 창출하는 전략적 기능에 집중할 수 있도록 허용하는 것을 목표로 하고 있습니다. 이 솔루션은 Microsoft Office와 통합되며, FactSet 서버를 통해 안전한 모델 새로 고침 작업을 가능하게 합니다.
FactSet a lancé Pitch Creator, une solution propulsée par GenAI, conçue pour révolutionner la création de pitchbooks pour les banques d'investissement. L'outil vise à réduire des heures de travail manuel à quelques minutes en automatisant l'analyse des modèles et les tâches de création de présentations.
La solution s'intègre avec FactSet Mercury, le chatbot AI de l'entreprise, et présente plusieurs fonctionnalités clés : Search Intelligence pour la recherche dans les nouvelles de StreetAccount et les dossiers de la SEC, Chart Creator pour générer des graphiques dynamiques, Slide Assistant pour créer des diapositives sur mesure, Tombstone Generator pour créer des diapositives de transactions, et Template Assistant avec plus de 200 modèles Excel pré-construits.
L'outil s'adresse spécifiquement aux banquiers juniors qui travaillent généralement 80 à 100 heures par semaine, visant à améliorer leur équilibre entre vie professionnelle et vie privée et leur permettant de se concentrer sur des fonctions stratégiques qui génèrent des revenus. La solution s'intègre avec Microsoft Office et permet des tâches de mise à jour sécurisées via les serveurs de FactSet.
FactSet hat Pitch Creator eingeführt, eine von GenAI unterstützte Lösung, die darauf abzielt, die Erstellung von Pitchbooks für Investmentbanken zu revolutionieren. Das Tool zielt darauf ab, Stunden manueller Arbeit auf Minuten zu reduzieren, indem es die Modellanalyse und die Erstellung von Präsentationen automatisiert.
Die Lösung integriert sich mit FactSet Mercury, dem KI-Chatbot des Unternehmens, und bietet mehrere wichtige Funktionen: Search Intelligence für Recherchen zu StreetAccount-Nachrichten und SEC-Einreichungen, Chart Creator zur Erstellung dynamischer Grafiken, Slide Assistant zur Erstellung von Markenfolien, Tombstone Generator zur Erstellung von Deal-Folien und Template Assistant mit über 200 vorgefertigten Excel-Vorlagen.
Das Tool richtet sich insbesondere an Junior-Banker, die typischerweise 80-100 Stunden pro Woche arbeiten, und soll deren Work-Life-Balance verbessern und ihnen ermöglichen, sich auf strategische Funktionen zu konzentrieren, die Einnahmen generieren. Die Lösung integriert sich mit Microsoft Office und ermöglicht sichere Aktualisierungsaufgaben über die FactSet-Server.
- Introduction of AI-powered automation tool to significantly reduce manual work time
- Integration with Microsoft Office for seamless workflow
- Access to over 200 pre-built Excel templates
- Potential to improve operational efficiency for banking clients
- Enhanced productivity features targeting high-value workforce segment
- None.
Insights
This AI-powered pitch creation tool marks a transformative shift in investment banking workflows. The integration of generative AI with Microsoft Office and comprehensive financial data creates a powerful ecosystem that could significantly enhance FactSet's competitive position against Bloomberg and Capital IQ. The platform's natural language processing capabilities combined with automated data visualization and template management represent a sophisticated technical architecture that addresses core inefficiencies in banking operations.
The system's ability to handle unstructured data analysis through Search Intelligence and automate complex chart creation demonstrates advanced AI implementation that goes beyond simple automation. The cloud-based refresh functionality and seamless data integration suggest a robust backend infrastructure capable of handling enterprise-scale demands. This positions FactSet to potentially capture a larger share of the
The strategic significance of this product launch extends beyond mere efficiency gains. By targeting the acute pain point of junior banker burnout, FactSet addresses a critical industry challenge while potentially increasing their revenue per user. The tool's comprehensive feature set - from automated tombstone generation to financial modeling templates - could drive deeper institutional adoption and higher retention rates.
Key monetization opportunities emerge from the product's potential to:
- Reduce banks' training costs for junior staff
- Increase productivity without additional headcount
- Lower error rates in client-facing materials
The timing of this launch aligns perfectly with the banking industry's push toward digital transformation and cost optimization. With investment banks facing pressure to improve margins while maintaining service quality, automation tools targeting junior banker efficiency have substantial market potential. The product's integration with existing workflows and familiar tools like Microsoft Office reduces adoption barriers and could accelerate market penetration.
For FactSet shareholders, this represents a strategic pivot toward higher-margin AI solutions that could improve the company's revenue mix and operating leverage. The ability to capture value from both existing and new clients through this offering could drive meaningful upside to current growth projections, particularly as banks increasingly prioritize technology investments to address staffing challenges and operational efficiency.
Revolutionary pitchbook automation tool enhances productivity to save junior bankers hours each week
NORWALK, Conn., Jan. 15, 2025 (GLOBE NEWSWIRE) -- FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Pitch Creator, a groundbreaking GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. By automating the time-consuming tasks of model analysis and presentation building, FactSet Pitch Creator can reduce hours of manual work into minutes, creating the productivity gains necessary for junior bankers to prioritize high-impact strategic initiatives that drive new business opportunities.
Elements of Pitch Creator leverage FactSet Mercury, the company’s Gen AI-powered chatbot, to allow users to give directives, access templates, build slides, and surface auditable insights from structured and unstructured data using natural language prompts. Seamless integration with Microsoft Office enables junior bankers to efficiently compile, analyze, and source-link company research and market data, then transfer them directly into Excel models and PowerPoint presentations.
Key features of Pitch Creator include:
- Search Intelligence: Users can bypass manual and time-consuming search processes through Search Intelligence to empower research and information discoverability across FactSet’s unstructured content. Through user-generated prompts, investment bankers can conduct semantic searches across FactSet's StreetAccount news, earnings call transcripts, and SEC filings to uncover topline themes and expedite idea generation that inform users' next best action.
- Chart Creator: Bankers can simply ask the FactSet Mercury chatbot to generate dynamic graphs and Excel charts for specific models and presentations, such as price to earnings and revenue by region, along with over 20 other chart types. Charts can be regenerated or updated with a simple query to change the ticker, symbol, frequency, time period, or chart type.
- Slide Assistant & ReSlide Capabilities: By inputting their firm name or ticker into Slide Assistant, bankers can quickly build branded slides within PowerPoint, allowing them to forego manually designing and formatting presentations. They can then reconfigure content types — such as business description, price volume charts, and summary financials — and repurpose them for new presentations or target companies using ReSlide, which refreshes content while maintaining original formatting. This content is seamlessly linked to a generated Excel backup.
- Tombstone Generator: Via FactSet screening or client-sourced transactions in Excel, junior bankers can quickly generate new tombstone slides for pitchbooks. Pitch Creator automates manual and repetitive tasks such as resizing, aligning, and formatting, allowing users to quickly review previous M&A deals and showcase topline data.
- Template Assistant: Users can query the chatbot using natural language prompts to retrieve over 200 pre-built Excel templates to power their modeling workflows.
- Office Cloud Refresh: Bankers can leverage FactSet’s Excel add-in to securely offload model refresh tasks to FactSet servers on user demand or at a scheduled time, enabling them to continue their work in Excel.
"With junior bankers often working 80 to 100 hours each week, FactSet saw an opportunity to streamline workflows, drive efficiency, and improve work-life balance," said Kendra Brown, Senior Vice President and Senior Director of Banking and Sell-Side Research at FactSet. “Pitch Creator was designed to allow junior bankers to refocus their energy and attention on strategic functions that drive revenue by automating tasks like model building and presentation formatting.”
“Pitch Creator combines FactSet’s leading Microsoft Office productivity suite with our advanced AI to foster innovation, strategic thinking, and firm-wide efficiency for banks,” said Kristy Karnovsky, Head of Dealmakers and Wealth at FactSet. “With the power of FactSet Pitch Creator, junior bankers can leverage source-linked data, while incorporating branded designs and refreshed layouts into their pitchbooks, empowering them to deliver high-impact presentations to clients.”
Learn more about FactSet Pitch Creator and AI solutions for bankers here: https://www.factset.com/marketplace/catalog/product/pitch-creator
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 218,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
Investor Relations:
Yet He
+1212.973.5701
yet.he@factset.com
Media Relations:
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FAQ
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