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利用 FactSet 结构化和非结构化数据以及增量共享实现财务智能转型.pdf

上传人: Fl****zo 编号:718796 2025-06-22 26页 1.89MB

1、Transforming Financial Intelligence with FactSet Structured and Unstructured Data&Delta Sharing6.10.2025Kristen Clark&Keon ShahabForward-looking StatementThis presentation has been prepared for informational purposes only.The information set forth herein does not purport to be complete or contain al

2、l relevant information.Statements contained herein are made as of the date of this presentation unless stated otherwise.This presentation and the accompanying oral commentary may contain forward-looking statements.In some cases,forward-looking statements can be identified by terms such as“may”,“will

3、”,“should”,“expects”,“plans”,“anticipates”,“could”,“intends”,“projects”,“believes”,“estimates”,“predicts”,or“continue”,or the negative of these words or other similar terms or expressions that concern Databricks expectations,strategy,plans,or intentions.Forward-looking statements are based on inform

4、ation available at the time those statements are made and are inherently subject to risks and uncertainties that could cause actual results to differ materially from those expressed in or suggested by the forward-looking statements.Forward-looking statements should not be read as a guarantee of futu

5、re performance or outcomes.Except as required by law,Databricks does not undertake any obligation to publicly update or revise any forward-looking statement,whether as a result of new information,future developments or otherwise.WelcomeKristen ClarkVP,Principal Product ManagerFactSetKeon ShahabSenio

6、r Solutions ArchitectDatabricksIntroductionsAgendaWhats Next-Sharing AI Ready Datasets+Why Sharing AI Ready Data is Important+Client AI Workflows in a RAG Ready World+DemoStreamlining Data Delivery with Delta Sharing+FactSets Connected Data via Delta Sharing+Benefits of Direct Data Delivery+Supporti

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本文介绍了FactSet与Databricks合作,通过Delta Sharing技术转变金融智能。关键点如下: 1. FactSet提供开放、灵活的数据和软件解决方案,服务于全球投资专业人士。 2. FactSet的数据包括结构化和非结构化数据,涵盖定价、基本面、估计、市场和经济等多个领域。 3. Delta Sharing技术使得FactSet数据能直接、快速地传递给客户,简化数据集成,提高投资研究的效率。 4. 客户案例显示,Delta Sharing加速了数据利用,促进了动态投资策略和协作。 5. Delta Sharing的优势包括:无缝数据传递、即时访问、支持更多数据类型共享。 6. FactSet的数据和AI服务支持金融服务业的AI工作流程,如组合顾问聊天机器人、新闻和文件摘要。 7. Databricks平台成为金融服务业数据重心的中心,支持多种AI用例。 核心数据引用: - FactSet拥有219,000全球用户,12,000全球员工,8,000客户机构,连续44年营收增长。 - FactSet的数据包括35+第三方数据供应商,1,000+客户组合,15M+核心结构化数据。
"金融数据如何变革智能?" "Delta共享如何加速投资研究?" "FactSet数据如何助力AI应用?"
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