Release Notes Version 24.0
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.
Release Notes Version 23.6
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.
Release Notes Version 23.0
Dec 11, 2024
- Added Wells Co-Branded UI
- Re-ordered Insight Sections on PMBs
- LSEG Aftermarket Research Integration: Initiating Coverage Reports
- Various Bug Fixes
Release Notes Version 21.6
July 30, 2024
- On-demand Briefings improvements
- Weekly Research Alerts (BlueMatrix)
- Dynamic onboarding based on user Personas
- Metrics setup and tracking in Splunk
- Custom CRM profile and insights ingestion
- Custom Daily Briefing Digests
- Pre-Meeting Briefing modifications
- Assignment of custom configuration values for customer deployments
- Fix for login loop issue
- Various bug fixes