S&P Global has introduced significant generative AI (GenAI) enhancements to its flagship platform, S&P Capital IQ Pro, featuring two major additions: Document Intelligence and ChatIQ. Document Intelligence revolutionizes the analysis of diverse global documents—such as company filings, earnings call transcripts, investor presentations, news, and research—by incorporating GenAI innovations into an intuitive interface. This allows users to perform intelligent searches, interact dynamically with content, and utilize advanced summarization tools to efficiently extract key insights. Complementing this is ChatIQ, a GenAI-powered assistant developed through S&P Global’s AI innovation hub, Kensho. ChatIQ enhances company, industry, and sector research by enabling users to pose complex queries via conversational AI and receive detailed, context-rich responses that deepen understanding of market trends, financial metrics, and strategic developments. This tool requires no extensive technical expertise, using natural language processing and machine learning to deliver personalized insights that support stronger investment and business decisions. These upgrades showcase S&P Global’s commitment to embedding cutting-edge AI technologies within financial intelligence platforms to empower analysts, researchers, and financial professionals.

By combining smart search, interactive document features, and AI-driven conversational capabilities, Capital IQ Pro aims to streamline workflows, reduce the time spent on manual data review, and improve the precision and actionability of insights. Traditionally, sifting through vast financial documents was labor-intensive and prone to oversight; Document Intelligence automates key information extraction, while ChatIQ facilitates intuitive exploration of complex datasets. The collaboration with Kensho highlights S&P Global’s strategic focus on AI innovation, leveraging Kensho’s expertise in advanced analytics to enhance the platform’s functionality and user experience. The rollout positions Capital IQ Pro as a leader in integrating AI not only behind the scenes but as a core component of user interaction, reflecting broader industry trends where AI-driven solutions are vital to managing the complexity and volume of financial data. By deploying generative AI, S&P Global equips Capital IQ Pro to meet the evolving demands of the financial services sector, offering smarter, faster, and more interactive research tools that provide users with a competitive edge. The company intends to continue expanding AI capabilities across its product suite in response to customer needs and technological progress. In summary, the introduction of Document Intelligence and ChatIQ marks a major advancement for S&P Capital IQ Pro, transforming how financial documents and research materials are accessed, interpreted, and utilized. These GenAI-powered features provide sophisticated tools that enhance analysis and decision-making in an increasingly data-rich environment.