S&P Capital IQ Pro Document Intelligence
By S&P Global Market Intelligence
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $12,000 per company per year
- Listed since
- 2025
About S&P Capital IQ Pro Document Intelligence
Analyze transcripts and filings for Account insights, right in Agentforce.
Analyzing lengthy documents can be costly and time-consuming. The S&P Capital IQ Pro Document Intelligence for Salesforce’s Agentforce is a GenAI tool that integrates S&P Global’s transcripts and filings data to provide insights, sentiment analysis and more directly within Salesforce. This enables users to quickly analyze documents without importing large files into their Customer Relationship Management (CRM), improving productivity. With these insights, users can easily generate emails, create events, and update account strategies in response to market and company changes.
Highlights
- Skip data management and focus on insights. Utilizing Salesforce’s Agentforce platform, users can analyze thousands of documents without loading extensive research into their CRM.
- Benefit from robust metadata that categorizes transcript and filings data for faster trend analysis. Prompt the agent to explore specific topics and outcomes, matched to entity CIQ IDs, ensuring the right documents are linked to correct Accounts.
- Generate actionable tasks from Document Intelligence insights. Whether it's a new product announcement, guidance revision, or competitive positioning, easily create emails, generate opportunities, and revise account plans based on these insights.
- Seamlessly integrate with the Market Intelligence Salesforce App, your proprietary data, and other solutions in the Salesforce Data Cloud to enhance insights and deliver actionable results faster.
Screenshots
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Pricing
Paid, from $12,000 per company per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Group Subscription | $12,000 per company | Yearly | 7 days |
Pricing is determined by company use case, user group, and additional data needs required for the customer. Reach out to your account team for more details and to request a quote.
Compatibility
- Works with
- Sales Cloud
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Salesforce security review
- Passed on September 27, 2025
- Industries
- Financial Services
- Media & Entertainment
- Professional Services
- Languages
- English