Wells Release Notes

Jul 9, 2025

Crunchbase Integration: Briefings now include key firmographic and financials data for private and public companies, as well as people data, including LinkedIn and other social profiles, via Crunchbase.
LSEG Equity Deals Integration: LSEG’s Equity Deals data now powers the Equity Deal Monitor and Briefings for ECM Bankers via the Deals Data section.
M&A Deal Monitor: Powered by LSEG M&A Deals data, users will receive a weekly alert with any meaningful M&A deal updates in their coverage area from the last week.
Equity Deal Monitor: Powered by LSEG M&A Deals data, users will receive a weekly alert with any meaningful Equity deal updates in their coverage area from the last week.

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.
Persona-based Briefings: Briefings have been re-architectured to customize insights sections based on a user's persona. Users will now see the LSEG Deals data most relevant for their role (e.g., SDC Loans deals for DCM bankers).
Backend changes included an update mechanism for LSEG Deals data, ensuring all data displayed is up-to-date.
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