Tomorrow’s Workflow TodayJohan SanderssonSenior Product ManagerFactSet

Tomorrow’s Workflow, Today

Johan SanderssonVP, Senior Product ManagerFactSet Research Systems

• Market Trends• FactSet Products• Symphony and FactSet• Conclusion

Tomorrow’s Workflow, TodayAgenda

Market Trends

Work Anywhere

Personal Devices

Filtered NewsIncreased Regulations

Quality and Transparency

Collaboration

Speed

FactSet Products

• Serving the industry for over 35 yrs• Constantly evolving• Multiple platforms• Right technology• Simplify and customize• Customer-driven workflow• Unrivaled support

Symphony and FactSet

• Building a new collaboration platform with a global reach is hard• Providing the world’s financial professionals with trusted solutions for

research, content and analytics is equally hard• Our partnership puts the user in focus – aiming to provide seamless

integration between our platforms

Better Together

Symphony and FactSet

• Internal, external, any user type – quick way of getting in touch with the right people

• Share actual components to simplify the workflow

• Research distribution

Sharing and Connecting

Symphony and FactSet

• Collaborate securely while maintaining compliance

• Include rich functionality on any device

• Include relevant information across workflows (bots, etc.)

• Do your financial analysis the way you are used to

Collaboration

Symphony and FactSet

• Save entire conversations back to FactSet RMS

• Connect conversations to individual components, tickers, keywords, etc

• Receive and interact with Alerts

Archive and Integrate

Conclusion

• Integration is between FactSet and each client’s pod• Administrative control remains with client• Minimal learning curve for users• Evolve over time as functionality and user prefences changes• Best workflow for financial professionals - rich, modern and secure

collaboration within Symphony combined with advanced, detailed and highly customizable analytics and content in FactSet

Thank You.

For more information, please visit www.factset.com

Thank you!

For more information, please visit FactSet.com.