S&P Global is putting generative AI to work where sales and finance teams already live — right inside Salesforce. The company today launched S&P Capital IQ Pro Document Intelligence on Salesforce’s AgentExchange, a marketplace for AI agents built to supercharge enterprise workflows.
The new tool, powered by Generative AI (GenAI) and S&P Global’s proprietary data, helps users analyze earnings call transcripts, regulatory filings, and other company documents directly within Salesforce. The result: faster insights, smarter risk assessments, and more responsive business strategies — all without leaving the CRM.
“Insight on clients, prospects, partners, and peers can serve as a competitive advantage,” said Justine Iverson, Head of Corporates and AI for Data & Research at S&P Global Market Intelligence. “This offering extends the S&P Capital IQ Pro experience into Salesforce’s Agentforce, meeting clients where they work.”
From Data to Decisions: GenAI Meets CRM
By integrating the S&P Capital IQ Pro dataset — a cornerstone of the financial intelligence world — into Salesforce’s AgentExchange, the new solution transforms static corporate data into dynamic insights.
Users can instantly:
- Extract key takeaways and sentiment from transcripts and filings
- Identify risk factors and opportunities in real time
- Auto-generate emails, meeting events, or account updates based on market shifts
It’s a move designed to blend deep financial data with operational agility, bringing S&P Global’s analytical horsepower to where customer engagement actually happens.
Part of Salesforce’s Agentic AI Push
AgentExchange, Salesforce’s agentic AI marketplace, extends its Agentforce platform — a system built around deployable AI agents that can assist, automate, and act on behalf of human users. S&P Global’s Document Intelligence joins a growing ecosystem of trusted ISV (Independent Software Vendor) partners offering specialized AI capabilities directly within Salesforce’s environment.
“AgentExchange enables customers to seamlessly integrate trusted AI solutions within their workflows,” said Brian Landsman, CEO of AppExchange and Global Partnerships at Salesforce. “S&P Global’s expertise delivers industry-specific insight that helps companies pioneer the next generation of AI-powered business operations.”
Why It Matters: AI Where It Counts
This launch underscores a clear trend: AI is moving from research labs and dashboards into the core operational stack of enterprise software. By embedding generative AI directly in the tools where teams sell, strategize, and assess risk, companies like S&P Global and Salesforce are turning intelligence into immediate action.
The collaboration also reinforces S&P Global’s evolution from a data provider to an AI-empowered workflow partner, leveraging its unparalleled data coverage to enhance productivity and decision-making across industries.
As enterprises embrace agentic AI systems, partnerships like this highlight the next frontier — trusted, domain-specific AI assistants that operate securely within familiar business platforms.
For financial analysts, sales strategists, and risk managers alike, S&P’s latest move brings a simple promise: smarter decisions, fewer clicks, and AI that speaks your business language.
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