Release Notes

Release Notes Version 24.0

Mar 27, 2025
  • Integrated LSEG Earnings Transcripts into Briefings
    • Highlights company's last & upcoming Earnings Announcement Date, including link to call transcript in LSEG Workspace.

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