How to Drive Faster Earnings Analysis and Research with a Generative AI Assistant

Amid the hundreds of earnings calls and transcripts every quarter, our clients know there are valuable investment insights to be discovered. To significantly accelerate the process for them, we released Transcript Assistant, our first interactive generative AI solution available to all firm types in the FactSet Workstation. Transcript Assistant currently has approximately 4,000 active users.

In the video below, Associate Director of Product Management Tim Leahey shows how our interactive, two-way chat solution operates in real time. You will see Transcript Assistant extract the most salient points from transcripts with users’ bespoke questions and pre-populated prompts. It uses natural language, similar to talking with a colleague.

FactSet is committed to ensuring data privacy and security across all our solutions. With Transcript Assistant, users can prompt confidently knowing that all queries they enter are confidential and will not be used to automatically train or fine-tune our models. Here are more details on our generative AI governance and security.

The release of Transcript Assistant follows our December announcement of FactSet Mercury, the beta release of a Large Language Model-based knowledge agent to support junior banker workflows and enhance fact-based decision making.

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.