FactSet helped the global investment banking firm by providing the Filings and Document Search tool, which consolidated their tech stack and replaced their previous SEC filings provider. This solution offered comprehensive access to real-time and historical filings, powerful text search capabilities, and bulk document retrieval. FactSet’s tool integrated smoothly into their workflows, improving efficiency, reducing costs after a significant price increase from their previous vendor, and enhancing the firm’s ability to analyze and act on critical financial documents quickly and accurately.

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