AI research has transformed how I analyze filings and save hours on report creation
What is our primary use case?
My main use case for AlphaSense is to pull the history of filings directly from AlphaSense, and I also use it extensively to generate research reports with AlphaSense's artificial intelligence.
A specific example of how extracting the history of filings has helped me in my daily work is that it saves me a lot of time because without AlphaSense I would have to open file by file and manually find the data. Instead, with AlphaSense it gives me the historical record of all the data for the same metric very easily and quickly.
What is most valuable?
The best features that AlphaSense offers are the artificial intelligence and the ability to access private research reports that are in their database.
I would describe the accuracy or usefulness of the analyses that the platform provides me as pretty good since it can do deep research.
AlphaSense has positively impacted my organization by saving time on routine tasks.
I estimate that I manage to save about three hours weekly thanks to AlphaSense.
What needs improvement?
AlphaSense could improve by incorporating an Excel API so that I can extract the information more easily directly with an Excel plugin.
I would like the platform to offer more integration options with other tools that I already use in my organization.
I would like Excel to be integrated directly with AlphaSense.
For how long have I used the solution?
I have been using AlphaSense for two years.
What do I think about the stability of the solution?
I consider AlphaSense to be stable in its daily operation.
What do I think about the scalability of the solution?
I perceive the scalability of AlphaSense as good; I think it can adapt well if my organization grows or my needs change.
How are customer service and support?
I would rate AlphaSense's customer support as not notable because I have not had any experience.
My advice to other people who are considering using AlphaSense is to explore the platform; the AI part is very useful, and if they can schedule a call with customer service so they can receive an initial demo of the platform, that would be very beneficial.
Which solution did I use previously and why did I switch?
I did not previously use another solution; AlphaSense is a complement that we are starting to use.
Before choosing AlphaSense, we did not evaluate other options, and I would not know since I do not make that decision.
How was the initial setup?
My experience with the costs, initial setup, and licensing of AlphaSense is that it could be faster. Regarding the initial setup, it was quite easy, and I would not know about the costs.
What was our ROI?
I have seen a return on investment with AlphaSense in terms of time savings.
Research management has transformed our earnings work and consistently saves over half our time
What is our primary use case?
AlphaSense is used by the Motley Fool's investing team as a research management system. My team uses AlphaSense in research management by building in AI to gather insight on conferences. My team also uses AlphaSense for quarterly earnings reports and material news related to the companies.
What is most valuable?
AlphaSense handles image and screen captures very well. The imaging screen capture feature helps my team in practice by making research notes more useful. Another valuable feature that AlphaSense offers is AI summaries of earnings reports. AlphaSense has positively impacted my organization by allowing us to publish notes in the system to ensure everyone has the latest thinking from coverage analysis.
What needs improvement?
AlphaSense can be improved by having a mechanism to add comments inside my own notes. I also believe AlphaSense could benefit from a mechanism for uploading documents. I give a rating of 9 out of 10 for these reasons.
For how long have I used the solution?
I have been using AlphaSense for five years and two months.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
AlphaSense is very scalable.
How are customer service and support?
The customer support for AlphaSense is very supportive.
Which solution did I use previously and why did I switch?
I previously used Airtable as a research management solution before switching to AlphaSense.
What was our ROI?
I have seen a return on investment in terms of time saved. A specific outcome that shows how AlphaSense has helped my team is that it has saved our team between 40 to 55 percent of our time.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing was that it was cost-effective and friendly.
Which other solutions did I evaluate?
Before choosing AlphaSense, I evaluated other options such as Slack.
What other advice do I have?
My advice for others looking into using AlphaSense is that it is very well suited for investigative teams that need a research management system that has a robust database and rich content management features for note-taking. I give AlphaSense an overall rating of 9 out of 10.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Extensive Public Company Data You Can Rely On
What do you like best about the product?
Extensive database of data to draw on especially for publicly traded companies
What do you dislike about the product?
Limited data on private companies, particularly small manufacturing
What problems is the product solving and how is that benefiting you?
Speeds up competitive intelligence function
Exclusive Insights Boost Marketing Strategies
What do you like best about the product?
I like AlphaSense's integrative platform, which provides exclusive insights and expert calls with industry professionals. These features help me understand how to present information to stakeholders and C-suite executives effectively. The platform has informed my reporting and strategy, especially in understanding market shifts and consumer behavior related to price changes.
What do you dislike about the product?
Initial setup was slightly lengthy
What problems is the product solving and how is that benefiting you?
I use AlphaSense to understand market shifts and consumer behavior regarding price changes. It provides integrative insights and expert industry calls that help inform my reporting and strategy, especially when presenting information to stakeholders and planning product launches.
Easy-to-Navigate Hub for Company Insights
What do you like best about the product?
It concentrates a lot of information from a lot of companies, but it is easy to navigate and find the information you're looking for, making it more accessible and easier to gather insights
What do you dislike about the product?
It doesn't have an Excel plug-in like S&P has, so I can't export data from Alphasense directly into Excel using the plug-in without having to go into the Alphasense platform, download the data, and then make the analysis.
What problems is the product solving and how is that benefiting you?
Aggregating financial data, I can see what the different companies are saying and what their financials are, and the tool provides transcriptions of earnings calls that I can turn into insights. That level of information gives me competitive intelligence, financial benchmarking, industry trends, etc
Faster Market Research with Room for Improvement
What do you like best about the product?
I really like the ease of use with AlphaSense and how it allows me to search for keywords quickly. It brings up very good and high-quality articles, which is great for my research needs.
What do you dislike about the product?
I think at the moment, sometimes the new user interface is difficult to use. What else that could be improved is to ensure that searches come up with high quality articles. It's very easy for low quality articles and research reports to come out. So if there's a way to filter for high quality articles, like from JPMorgan, well-published analysts, and so on, that would be good so we don't get results from low quality sources and articles.
What problems is the product solving and how is that benefiting you?
AlphaSense lets me access research quickly, faster than Google. I like its ease of use, fast keyword searching, and the high-quality articles it brings up.
No-Show Demo and Two Weeks of Silence: A Deeply Unprofessional Experience
What do you like best about the product?
I thought their curated AI-assisted lookup feature was pretty good.
What do you dislike about the product?
They demoed their platform for me. We were set to have a launch 8:30am which required us to rearrange our schedules. Alphasense was a no-show. It's been two weeks and we have not heard back from them after repeated emails to multiple people. Probably the most unprofessional experience I've ever had in nearly 30 years of doing business. Even if the product was perfect, I wouldn't recommend it to anyone.
What problems is the product solving and how is that benefiting you?
It didn't solve any problems because they completely ghosted our team.
AlphaSense: Smarter Research with Premium Content and Instant, Cited Insights
What do you like best about the product?
I really like AlphaSense because it stands out among similar CI platforms. It brings together an exceptionally large library of premium financial, corporate, and industry content with advanced, context-aware AI search that surfaces highly relevant insights in seconds, saving analysts and consultants significant research time. I also appreciate its generative AI features, which synthesize findings with citations, and the option to integrate internal company documents so everything lives in a single, secure research hub for both proprietary and external information. Overall, these capabilities support faster, more accurate decision-making and make it easier to streamline collaboration across teams.
What do you dislike about the product?
AlphaSense’s main drawbacks, in my experience, are usability and cost. While the platform is very powerful, those features come with a steep learning curve and a complex interface, which makes it difficult for me to refine searches and navigate the large volume of information it returns. The breadth of coverage can also create information overload, so I have to spend extra time filtering and narrowing results to find what I need. At the same time, there is limited data and information on CIS (Russian) and Asian companies. Finally, it is a premium, high‑cost solution, which can make it less accessible for smaller teams or organizations with tight budgets.
What problems is the product solving and how is that benefiting you?
AlphaSense helps me address the challenges of scattered information, slow manual research, and the difficulty of synthesizing large volumes of market and financial data by bringing premium external sources and internal company documents together in a single, AI‑powered research platform. Its advanced search, summarization, and alerting features meaningfully accelerate insight generation and lower the risk of overlooking important developments. As a result, I’m able to make faster, more accurate decisions and maintain a more streamlined, efficient research workflow.
Improvement Required for Scientific Translation
What do you like best about the product?
The initial installation of AlphaSense went smoothly, I encountered no issues.
What do you dislike about the product?
But it could also be improved. Optimize the translation or writing of scientific documents.
What problems is the product solving and how is that benefiting you?
I want to use AlphaSense to read and write scientific articles, but I think the translation and writing could be improved.
Consistently Accurate and God-mode Results Every Time
What do you like best about the product?
The output is always accurate and concise for every query.
What do you dislike about the product?
On the rare occasions when I don't receive the output I need,
What problems is the product solving and how is that benefiting you?
Previously, I had to download broker reports and manually search for the information I needed, which would take at least 15 minutes per report. Now, it only takes me 2 minutes to find what I need. Saving 13 minutes per report feels like a game changer—this is truly a god mode product.
