Wells Release Notes

May 28, 2025

LSEG Aftermarket Research: We've consolidated Initiating Coverage Reports and Ratings Changes into one alert, ensuring you have the most recent bulge bracket research after the embargo has lifted.
Earnings Signals Alert: Converts real-time, unstructured earnings call transcripts into potential M&A, ECM, and Company Guidance signals, empowering more informed decision-making.
Update Deals (M&A, Loans): LSEG deal records are updated based on the daily delta files, ensuring data displayed to users is accurate.
Customize deals based on User's Persona: The asset class (M&A, Loans, etc.) for LSEG deals shown on briefings is customized by a user's persona/role, improving deal relevance to users.
Various bug fixes

Mar 27, 2025

Integrated LSEG Earnings Transcripts into Briefings: highlights company's last & upcoming Earnings Announcement Dates, with LSEG Workspace link to call transcript.
Integrated LSEG M&A Deals into Briefings: recent M&A deals (with Deal Tearsheet link) are shown on Briefings to provide talking points with clients.

Feb 21, 2025

Added news sources (e.g., Reuters, etc.)
- We now incorporated news feeds perceived as relevant from banker IDIs.
Added "Primary" filter for AMR recommendations in Briefings.
- We only display AMR content in a company briefing if said company is the primary company being written about.

Dec 11, 2024

July 30, 2024