Data-Driven AI Solutions for Professional Services Firms
S&P Global Market Intelligence equips professional services firms with trusted data, cross-sector intelligence, and AI-powered tools to generate sharper financial, legal, and strategic insights.
Overview
Deliver Client Value with AI That Accelerates
AI is only as strong as the data behind it—and for Professional Services firms, that data gives you an edge in delivering sharper financial, legal, and strategic insights. At S&P Global Market Intelligence, we provide high-quality, trusted data paired with AI-powered solutions that help your teams act with speed and confidence.
Our AI-powered solutions combine deep financial intelligence with Natural Language Processing, machine learning, and automation to accelerate research, surface risk signals, and streamline deliverables. Whether conducting due diligence, developing valuations, performing audits, or advising on complex matters, our tools help your firm move faster, think smarter, and deliver measurable client value across every engagement.
Workflows
How We Map to Your Workflows
AI solutions designed to accelerate decision-making and simplify complex processes.
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Consulting & Advisory
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Audit & Accounting
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Law Firms
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Insight Generation
Insight Generation
Accelerate insights with AI-powered tools that surface industry trends, growth drivers, and risks. ChatIQ enables natural-language exploration of key themes across industries, while AI-driven Topic Tags introduce a modern taxonomy highlighting companies shaping emerging sub-industries across Services, Energy, Technology, and Goods. Document Intelligence enhances analysis by summarizing complex reports, extracting tables, and tagging entities to focus attention on what matters most. Insights can be consumed in-platform or leveraged to power internal knowledge agents that work alongside proprietary data, enabling confident, data-driven recommendations.
Featured Products
S&P Capital IQ Pro, Textual Data Suite, Kensho LLM-ready API -
Powering Your Internal AI Systems
Powering Your Internal AI Systems
Bring external and internal data together with AI-powered solutions that enrich client profiles, enhance reporting, and reveal new opportunities for value creation. Consultants can integrate structured, linked metadata directly into internal AI tools to save time on data extraction, trend analysis, benchmarking, and risk assessments. By combining third-party data with CRM systems, users can complete relationship maps, uncover high-growth segments, and deliver impactful recommendations to clients.
Featured Products
Fundamental Data, Kensho Link, Machine Readable Filings, Kensho LLM-ready API -
Transaction Advisory
Transaction Advisory
Evaluate acquisition targets, surface risks, and uncover growth opportunities with AI-driven analysis that accelerates deal preparation and execution. Professionals can extract essential insights from filings, financials, and market data to support valuations, strengthen due diligence, and inform integration strategies. AI-powered linking and summarization help consolidate key information, highlight material disclosures, and bring clarity to complex datasets.
Featured Products
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Valuation, Benchmarking & Peer Analysis
Valuation, Benchmarking & Peer Analysis
Accelerate benchmarking, peer comparison, and market monitoring. Generative AI-enhanced Business Descriptions deliver robust, accurate insights into company operations for better peer discoverability. With ChatIQ and Document Intelligence, professionals can uncover trends across filings, research reports, and transcripts, summarize earnings calls, and track market developments via IQ Newsletters. Find comparable companies, compare key metrics, and reveal patterns in strategy, compliance, and disclosures. Use prompts for end-to-end valuation analysis, leveraging S&P data in external LLM solutions to move from discovery to confident, data-driven decisions.
Featured Products
S&P Capital IQ Pro, Kensho LLM-ready API, Textual Data Suite
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Client Due Diligence
Client Due Diligence
Streamline client due diligence with AI solutions that efficiently analyze financials, documents, and news. Professionals can quickly identify risks in M&A or compliance reviews with full transparency back to the original data sources. With ChatIQ and Document Intelligence, users can ask natural language questions to surface insights quickly, while Transcript Summarizations and Trending Topics highlight key information for faster decision-making. Users can leverage Capital IQ Pro’s off-the-shelf tools or integrate its data with internal systems to enrich client information, ensuring thorough, accurate, and efficient analysis.
Featured Products
S&P Capital IQ Pro, Kensho LLM-ready API, Textual Data Suite
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Reporting
Reporting
Quickly transform lengthy filings and reports into clear, client-ready insights. AI-driven summarization helps audit and reporting teams efficiently compile key items from multiple source documents for executive summaries, valuation reports, and client deliverables. ChatIQ distills complex technical topics into simple, actionable insights while the machine learning capabilities in Document Intelligence can export data tables to Microsoft Excel for seamless data extraction. The Textual Data Suite accelerates review and extraction of critical information, enabling teams to produce accurate, insightful reports with speed and confidence.
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Marketing & Business Development
Marketing & Business Development
Leverage AI-powered insights to identify opportunities and shape marketing and business development strategies. Using ChatIQ and Document Intelligence, teams can summarize content and surface trending topics from filings, transcripts, and news—capturing the voice of the customer. Topic Tags and Generative AI-enhanced Business Descriptions provide enriched context on clients and industries, enabling lawyers to quickly get up to speed, outline targeted business plans, and strengthen relationships.
Featured Products
S&P Capital IQ Pro, Document Intelligence for Salesforce Agentforce -
Legal Research
Legal Research
Streamline how legal research teams discover, evaluate, and analyze data to support client matters and case strategy. AI-Assisted Screener and Marketplace GenAI Search enhance data discoverability, allowing users to explain and predict outcomes more efficiently. Document Intelligence supports document summarization, key data extraction, and the identification of recurring phrases. With Natural Language Processing and Generative AI, manual effort is reduced, allowing research teams to focus on actionable insights and informed recommendations.
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Conflicts & Intake
Conflicts & Intake
Natural Language Processing and Generative AI streamline entity verification and relationship mapping, enabling legal teams to quickly determine whether corporate affiliates and clients are connected. S&P Capital IQ Pro AI Search and Kensho Link automate checks across structured data, while Kensho NERD identifies correct entities in unstructured content. By reducing manual review, these tools help lawyers prevent conflicts of interest, onboard clients efficiently, and act with confidence.
Featured Products
S&P Capital IQ Pro, Kensho Link, Kensho NERD
SOLUTIONS
AI Solutions and Datasets for Professional Services
From analysis to client delivery, these solutions help Professional Services firms generate insights faster and act with confidence.
AI INSIGHTS
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You're just a step away from discovering our full suite of AI financial information solutions and services. Complete the form, and we’ll connect you with the right specialist to support your needs. We’re honored to be recognized for excellence across the industry—here are some of our recent awards:
AI & Technology Excellence Awards 2025
- Best AI Solution for Research Summarization
- Most Innovative Use of Generative AI
- Best AI Technology Provider
- Technology provider of the year
- Best AI-Based Data Management Capability
- Best New Technology Introduced over the last 12 months
We also take pride in delivering around-the-clock support-24x7x365-with a 98% customer satisfaction rating.
If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ