Better research to help deliver on opportunity

Paul Ross, Sentieo

Sentieo: Best AI Technology Provider – There is still a lot of friction in the adoption of technologies which could accelerate the move to more efficient and successful research to drive investments. This is despite a growing appetite for cloud solutions and artificial intelligence on behalf of all types of institutional investors.

“This drive to cloud has been due to the pandemic but is also the result of investors realising the opportunities for productivity improvements, cost saving, and alpha generation, that the changes in workflow these technologies provide,” says Paul Ross (pictured), SVP, Marketing, Sentieo.

The firm’s primary business goal is to help more investors to shift from the legacy research stack they have deployed in the past. Ross comments: “It is a goal which is very much aligned with our clients’ frustration with legacy platforms, research management, and search providers. We understand the struggle they deal with in their efforts to transform their working environment and workflows to better reflect their investment analyst needs.”

Sentieo is a fully integrated research platform, delivering insights and faster speed to discovery. By accessing such a service, institutional and individual investors that rely on timely and relevant access to public company data, documents, and analytics can have greater confidence in their decisions to develop and execute winning strategies.

Discussing the development of the past year, Ross outlines: “Like many organisations we adapted to the early pandemic by being cautious and limiting investments but as we reached the middle of the 2020 we saw an incredible wave of demand to support distributed research and portfolio teams. 

“We are lucky that when financial centres shut down, our clients could continue to use our cloud-based platform with no interruptions, license challenges, or security concerns caused by working from home. This led us to double down on investments around how to support distributed teams with capabilities like Slack integration. This was done to enable collaboration and make it easier for teams to work consistently when working from home. We also increased investment in our customer success teams to enable the shift to remote operations for our clients.”

The firm’s philosophy centres on creating differentiated insights. The tools traditionally used by investment and corporate analysts provide data in isolation from all the other sources of insight. Sentieo brings financial document search, data extraction and modelling, market data, and research management together in one platform to enable analyst to get the most out of their research. 

“We’re creating a world where competitive organisations have the insights they need to win. Our aim is to empower investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies through a financial and corporate research platform,” Sentieo pledges.

Depending on how protracted the pandemic is, the outlook for investment is positive. Ross concludes: “There will be opportunity in the naturally uneven recovery that will occur over the year. In this context, understanding each client’s reality in detail will be critical. More importantly, better research will help managers deliver on that opportunity.” 


Paul Ross, Senior Vice President, Sentieo
Paul Ross brings over 20 years of making things happen for organisations through marketing. He has helped scale the performance of businesses large and small, including Microsoft’s data centre management portfolio, Alteryx’s data blending and analytics platform, Kespry’s industrial drone platform, and Business Objects business intelligence. He has a passion for disrupting established business models while building scaled GTM models. Paul holds a BA (Hons) in Marketing from Stirling University.

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