S&P Global expands ChatIQ in Capital IQ Pro release
The update folds multi-source conversational search into the terminal and adds a beta Portfolio Insights module.
S&P Global has pushed a Capital IQ Pro release that expands ChatIQ, its conversational research layer, and introduces a beta Portfolio Insights module. The update also broadens underlying content coverage across banking, energy, insurance, macroeconomic data, private companies, sustainability, and news and alerts.
According to S&P Global, ChatIQ lets users ask questions across the platform's data sets and documents in one place, reducing time spent moving between tools. The pitch is familiar: fewer tabs, more analysis.
The Portfolio Insights beta is the more interesting item. S&P describes it as AI-powered attribution that connects portfolio performance with market context, including earnings. That puts it in the same functional neighborhood as what AlphaSense, Hebbia, and Bloomberg's AI features have been building toward, which is a workflow layer that sits between raw data and the analyst's memo.
Content expansion in this release is incremental rather than structural. Banking, energy, insurance, macro, private companies, sustainability, and news/alerts all get coverage additions, per the release. S&P did not quantify the additions.
Are your experts using AI to cheat?
Try our free demo to find out today.
What to watch: whether S&P discloses adoption or usage data for ChatIQ in its next earnings commentary, and whether Portfolio Insights moves out of beta with named client references attached.
Powering institutional-grade transcription for expert networks.
INFLXD provides AI-powered, human-edited transcription with sub-1% error rates for the world's leading expert networks and financial research firms.
Visit inflxd.com →Keep reading.
Hebbia ships memory, Word plugin, and new data integrations in October release
The AI research platform's monthly update adds persistent memory to its Max agent, a Microsoft Word plugin, and connectors to Daloopa, Intralinks, and Dynamo.
How Expert Networks Pay Consultants Across Borders: A Field Guide to Global Payout Rails
The payment rails a network uses shape who it can recruit, how fast experts come back, and what compliance paperwork sits behind every one-hour call.
How Buy-Side Firms Handle Expert-Network Call Transcripts After the Engagement Ends: 7 Retention and Access Models
A structural map of how multi-managers, long-onlys, and credit shops retain, redact, or purge expert-call transcripts once the research is done.