FactSet for CRM

Overview

Collect, share, and manage valuable customer insights to accelerate leads and understand clients in a whole new way.

Generate in-context analysis and insight to increase efficiency with access to FactSet’s detailed business descriptions, classifications, and financials for more than six million companies within your CRM environment. 

Access a robust suite of data delivery options to incorporate crucial CRM insights into multiple websites, internal portals, and mobile applications. Take advantage of the breadth of content offered via FactSet’s standard, on-demand, and real-time data feeds to build a comprehensive solution that meets your needs.

Platform Coverage

Platform Details

Strengthen your CRM platform with solutions that enable you to stay up-to-date with existing clients and identify new opportunities. Benefit from FactSet content delivered directly to you in your CRM environment through managed applications, APIs, and data feeds. Reinforce CRM as the source of truth when it comes to client relationships, taking advantage of FactSet’s integration into Salesforce and Microsoft Dynamics.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.