Senior Product Manager

AlphaSense announces native PowerPoint and Excel AI assistants to automate creation of high-stakes assets for financial and corporate teams. New native assistants extend AlphaSense's work product creation and iteration capabilities, helping financial and corporate teams transform trusted market intelligence into polished presentations, models, memos, and analyses faster, with source traceability and enterprise-grade control. Launch: AlphaSense is expanding its work product creation capabilities with new native AI assistants for PowerPoint and Excel, alongside enhanced slide creation workflows in Generative Search. Together, these capabilities help users create, update, and refine decision-ready assets like presentations, models, workbooks, memos, and competitive analyses, grounded in AlphaSense's trusted market intelligence. Capability: With AlphaSense, users can now create decks, models, and other outputs from scratch with a single prompt, and customize those outputs to be in their firm's branded formatting or team templates. Designed for rapid iteration, users can integrate AlphaSense directly into PowerPoint and Excel to create, update, and pressure-test their deliverables, retaining the traceability and trust AlphaSense is known for by pulling intel from premium content and insights. Why It Matters: Creation and iteration of decks, models, and written analysis is still an incredibly tedious and time-consuming part of the research process. AlphaSense's full suite of work product tools change that - enabling any user to go from deep, thoughtful research to polished output faster and with higher conviction in the numbers and narrative they're presenting. This integration of research workflows and asset creation also lays the foundation for SuperAnalyst to automate deliverable creation at scale, bringing the full research-to-output workflow into a single, continuous execution layer. AlphaSense, the AI platform redefining market intelligence for the business and financial world, today announced an expansion of its work product creation capabilities with native AI assistants for PowerPoint and Excel, alongside enhanced slide creation workflows within Generative Search. Together, these tools enable financial and corporate teams to produce fully automated, source-grounded deliverables - pitch decks, board presentations, financial models, memos, and competitive analyses on their own branded templates - without leaving the applications where that work gets done. Closing the Gap Between Insight and Output Creating decks, models, and written analyses has long been one of the most time-intensive and error-prone parts of the research workflow. AlphaSense for PowerPoint and Excel eliminates much of that friction. An associate building a strategic buyer analysis can pull AlphaSense insights directly onto slides without switching applications; an analyst updating financial projections can automate the repetitive work of populating models and incorporating new data - freeing time for judgment and decision-making. Jul 14, 2026 Prev Next 1 of 43,260 Unlike general-purpose productivity tools, AlphaSense grounds work product creation in trusted market, financial, expert, and company intelligence, helping teams preserve evidence, sourcing, and context as analysis moves into final deliverables. Because files are processed locally, sensitive models, strategic plans, and client or proprietary data remain on the user's device, meeting the security requirements of the world's largest enterprises. "At Blue Deer, we advise clients on capital structure, acquisitions, and investor positioning, where the accuracy of the research and the clarity of the synthesis are critical. AlphaSense has always been essential to our work because of the quality of the research behind it, but AlphaSense for PowerPoint is transformational for a senior advisory team like ours," said Daniel McClure, Founder and CEO at Blue Deer Capital. "It surfaces the information that matters, reduces the time we used to spend sorting and filtering, and lets us build the client deliverable at the same time we research and direct the analysis. We are now moving from complex information to a board-ready, insight-driven presentation roughly 60 to 70 percent faster, which gives us more time to focus on the advisory judgment our clients hire us for." What's New * Deliverables within Generative Search: Create anything from a one-page competitive brief to a 40-page board deck with a single prompt, then refine it conversationally. Users can upload corporate templates and style guides, and automate recurring deliverables through AlphaSense's scheduled agents. * AlphaSense for PowerPoint: Query AlphaSense's full content library from inside PowerPoint, place source-grounded insights directly onto slides and apply firm-approved templates, formatting, chart updates, and style consistency under time pressure. Review finished presentations for logical gaps, stale data, and inconsistencies before they reach a client, senior stakeholder, or boardroom. * AlphaSense for Excel: Edit models, add scenarios, and restructure outputs using natural language - without breaking formulas or dependencies. Pull live financials, filings, transcripts, and comps from AlphaSense into Excel with full source traceability. Pressure-test assumptions by cross-referencing model inputs against AlphaSense research, surfacing conflicting signals before deliverables are shared with senior stakeholders or boards. The Foundation for SuperAnalyst These capabilities also lay the foundation for SuperAnalyst, AlphaSense's AI agent layer. By connecting trusted research, source-grounded outputs, and the tools where teams build deliverables, AlphaSense is moving toward an execution layer that can automate more of the end-to-end workflow, from monitoring and research to updating presentations, models, and briefs as new information emerges. "Great research is the basis of all critical business decisions, but the ability to quickly turn around polished, defensible presentations and models is an equally acute need - especially in banking and financial services, where markets move constantly," said Chris Ackerson, Senior Vice President of Product at AlphaSense. "By bringing asset creation directly into AlphaSense, we're completing the end-to-end workflow loop. And with SuperAnalyst, we're going one step further: users won't just build deliverables faster; they'll be able to delegate them entirely, with full confidence in the accuracy and sourcing of what comes back."

Bipsync and AlphaSense integrate to put clients' institutional knowledge inside market intelligence workflows. * 52 mins ago NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) - Bipsync, the AI-powered investment workspace for institutional investors, and AlphaSense, the AI platform redefining market intelligence for the business and financial world, today announced a strategic integration connecting AlphaSense's AI market intelligence capabilities with the structured investment workflows firms maintain in Bipsync. Investment decisions are shaped by two bodies of knowledge: the market intelligence drawn from earnings calls, company filings, expert transcripts, and broker research, and the institutional knowledge a firm builds through years of research, diligence, and portfolio decisions. AI tools operating on market data alone produce output available to every analyst. The firms that close that gap, combining external intelligence with a governed internal record, give their AI analysis a foundation that reflects how they invest. The AlphaSense AI market intelligence platform is used by over 7,000 of the world's leading companies - including all the world's top investment banks - to make better decisions, faster, and with more confidence by putting the right information at their fingertips. It provides a full-stack platform by combining data from its proprietary library of 500 million business documents, synthesizing and analyzing that information in seconds from natural language queries, and delivering integrated research directly into workflow outputs like memos, investment theses, and Excel worksheets. Bipsync serves as the system-of-record and workflow engine where institutional knowledge is captured, structured, and governed, with each stage of the investment process contributing to a consistent record with tagging, permissions, and version history built in. The integration makes Bipsync's governed investment record queryable within AlphaSense, so analysts can draw on firm-specific context alongside external market intelligence within a connected environment. Integration Capabilities * Firm knowledge in context: Query your investment record from Bipsync, including meeting notes, deal records, diligence materials, and client history - directly within AlphaSense with source attribution and permissions preserved. * Workflow continuity: Incorporate Bipsync's research and workflow history into AlphaSense workflows spanning deal evaluation, company analysis, and portfolio monitoring, without switching between platforms. * AI analysis grounded in complete data: With Bipsync's auditable record accessible through AlphaSense, AI-assisted analysis draws on both market signals and internal knowledge within the same permissioned environment. "Bipsync is where firms structure and govern their institutional knowledge: the research, deal history, and portfolio context that reflects how they think," said Graeme Faulds, Bipsync CEO. "Integrating with AlphaSense means that foundation now informs everything analysts do with external market intelligence. Firms get the best of both: their own IP accessible where it matters most, within the workflows where decisions are being made." "AlphaSense is where firms bring the market's signal together: filings, transcripts, broker research, and expert calls, alongside the proprietary insights they've created within their walls," said Emma Griffin, Head of Product, Enterprise Intelligence at AlphaSense. "With the Bipsync integration, that now includes a firm's research and deal history. Analysts get the full picture in one workflow, so they can make every decision with clarity and conviction." The integration is available to mutual clients of AlphaSense and Bipsync. To learn more or request a demo, visit bipsync.com/book-a-demo. About Bipsync Bipsync is an AI-powered investment workspace purpose-built for institutional investors. Wdfx LLC help teams capture, structure, and leverage collective intelligence at scale - bringing research, decisions, and workflows into a structured system-of-record. Trusted by the world's largest asset owners and fund managers, Bipsync supports customizable, intelligent workflows that power unique investment processes and drive operational excellence. Bring research within reach of every investment decision at www.bipsync.com. Media Contact:

AlphaSense has launched native AI assistants for PowerPoint and Excel, enabling financial and corporate teams to automate creation of presentations, models, and analyses. The tools allow users to generate deliverables from a single prompt whilst maintaining source traceability from AlphaSense's market intelligence database. The PowerPoint assistant lets users query AlphaSense's content library directly within slides and apply firm templates. The Excel assistant enables natural language editing of models whilst preserving formulas, and pulls live financial data with full sourcing. Files are processed locally to protect sensitive data. Blue Deer Capital reports the tools help produce board-ready presentations 60 to 70 per cent faster. The capabilities form the foundation for SuperAnalyst, AlphaSense's AI agent layer designed to automate the complete research-to-output workflow. AlphaSense's platform combines domain-specific AI with over 500 million premium business documents.