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Summary
This introductory, practical session walks through the Preparing Data for CRM Enrichment Blueprint.
Learn how clean data and automated workflows help maintain a complete and accurate view of your customers by leveraging S&P Global Market Intelligence data. The session covers improving CRM data quality with Cross-Reference Services and Kensho Link, enriching records for deeper insights, and streamlining workflows with reporting, task creation, and AI tools—using insights from Capital IQ Pro and Visible Alpha.
Speakers
S&P Global Market Intelligence
Anna Ballantyne
Senior Lead, Product Management & Development
Anna is part of our business development team , primarily focused on data feeds for our investment management clients.
Anna is a seasoned financial data and technology professional with over 20 years’ experience delivering high-impact data, analytics, and trading solutions for global financial institutions. At S&P, she has partnered across multiple product lines from Financial Risk Analytics to Data Onboarding and Data Lake initiatives — driving client value and enhancing data delivery.
Anna holds a Law Degree (LLB) and a Post graduate (Pg Dip) IT, both from the University of Glasgow.
S&P Global Market Intelligence
Emily Jasper
Director, Data & Research Product Management
Emily is a product management professional at S&P Global Market Intelligence, specializing in solutions for Sales and Marketing, including CRM data. She oversees the enhancement of Salesforce offerings and collaborates on Xpressfeed™ and API products. With a decade of experience spanning manufacturing, advertising, and enterprise software, she's recognized as one of Virginia's Top 50 Women Leaders.
S&P Global Market Intelligence
Daniel Hamburg
Professional Services Segment Head, Account Management
With over 13 years of commercial experience at S&P, Dan specializes in fostering trusted partnerships and delivering actionable insights that empower our clients to navigate complex markets with confidence. With extensive experience in client engagement, strategic account management, and cross-functional collaboration, he is committed to helping organizations unlock value through tailored solutions and data-driven decision-making.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.