AI Solutions for Faster, Sharper Sell-Side Insights
From research to credit to capital markets, S&P Global Market Intelligence delivers trusted data and AI-driven solutions that reduce manual work, surface insights faster, and free your teams to focus on what matters most—your clients.
Overview
Why Choose S&P Global for Sell-Side AI
S&P Global Market Intelligence empowers you to unlock the full potential of AI—transforming how insights are discovered, risk is assessed, and operations are streamlined. Our AI-powered tools combine deep financial intelligence with advanced natural language processing, machine learning, and automation to enhance credit analysis, customer relationship management, regulatory compliance, and operational efficiency.
With AI-ready datasets and solutions trained on financial context, banking teams can accelerate credit assessments, track market trends, and allocate more time to building lasting client relationships. Whether extracting insights from financial statements or analyzing market conditions, our solutions deliver faster, smarter, and more scalable results—directly integrated into your daily workflow.
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Workflows
How We Map to Your Workflows
AI solutions designed for sell-side teams to sharpen credit analysis, accelerate deal execution, and deliver insights to clients with speed and confidence.
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Commercial Banking
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Investment Banking
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Credit Analysis & Risk Assessment
Credit Analysis & Risk Assessment
Stay ahead of the competition with AI-enhanced credit analysis tools. S&P Capital IQ Pro aggregates high-quality corporate, financial, and market data, providing actionable insights that empower bankers to make informed lending decisions. Evaluate creditworthiness by combining quantitative and qualitative criteria to assess financial health, credit ratings, and market position. Our enhanced Document Intelligence solution revolutionizes document analysis by integrating advanced AI tools that allow users to interact with millions of documents effortlessly. From leveraging smart summarization to assessing natural language processing (NLP)-derived sentiment scores, this feature transforms how analysts engage with critical information, enhancing their decision-making capabilities. Combined with an AI assistant, ChatIQ, users can quickly derive insights from a range of documents including public filings, earnings transcripts, news, and research reports from more than 1,800 brokerage, independent, and market research providers globally. Utilize GenAI-driven summaries of financial statements and credit reports to streamline the assessment process.
Featured Products
S&P Capital IQ Pro, RatingsDirect® -
Financial Modeling & Forecasting
Financial Modeling & Forecasting
Support informed lending decisions with high-quality, standardized data for financial modeling and forecasting. S&P Global’s structured and unstructured datasets—including historical financials, market data, and economic indicators—enable robust scenario analysis and stress testing. Utilize AI-driven insights to inform lending strategies and anticipate market shifts.
Featured Products
S&P Capital IQ Pro, AI-Ready Data, Machine Readable Textual Data, Kensho LLM-ready API, Business Relationships Analytics -
Regulatory Compliance & Risk Management
Regulatory Compliance & Risk Management
Strengthen your compliance strategy by leveraging advanced analytics to monitor regulatory requirements and credit exposures. Our AI-ready data—spanning financial, credit, macroeconomic, and sustainability datasets—enables predictive modeling and early warning signals. Identify shifts in risk exposure and ensure adherence to evolving regulatory standards with integrated compliance tools.
Featured Products
AI-Ready Data, Machine Readable Textual Data, ProntoNLP, Kensho LLM-ready API, Credit Analytics
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Valuation, Market Analysis & Research
Valuation, Market Analysis & Research
Stay ahead of the competition with AI-enhanced market analysis tools. S&P Capital IQ Pro aggregates the highest-quality corporate, financial, and market data, providing actionable insights that empower bankers to make strategic decisions and identify opportunities. Our enhanced Document Intelligence solution revolutionizes document analysis by integrating advanced AI tools that allow users to interact with millions of documents effortlessly. From leveraging smart summarization to assessing natural language processing (NLP)-derived sentiment scores, this feature transforms how analysts engage with critical information, enhancing their decision-making capabilities. Combined with an AI assistant, ChatIQ, users can quickly derive insights from a range of documents including public filings, earnings transcripts, news, and research reports from more than 1,800 brokerage, independent, and market research providers globally. Evaluate capital raising and M&A opportunities by combining thousands of quantitative and qualitative criteria to screen company details, transactions, equities, insider holdings, M&A, and more. Create and update financial models, pitch books, and PIBs efficiently. View GenAI-driven summary of news and significant events for a company’s stock price with Chart Explainer.
Featured Products
S&P Capital IQ Pro, Aftermarket Research, Visible Alpha, Kensho LLM–ready API
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Idea Generation & Streamlining Workflows
Idea Generation & Streamlining Workflows
Identify relevant targets by combining thousands of quantitative and qualitative criteria to screen company details, transactions, equities, activist campaigns, insider holdings, M&A and more. Leverage Document Intelligence and ChatIQ to gauge dealmaking appetite from earnings call transcripts, broker research reports, and public filings. Users also have access to 300 niche industry topic tags generated through an AI based model, enabling enhanced sub-industry analysis and screening on sectors including Renewable Energy, Insurtech, and Online Payments. Create and update financial models, pitch books, and reports more efficiently with Microsoft Excel, PowerPoint, and Word integrations.
Featured Products
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Financial Modeling & Forecasting
Financial Modeling & Forecasting
Fuel quantitative models and machine learning pipelines to inform deal-making decisions with high-quality, standardized, and linked data. S&P Global’s structured and unstructured datasets—including point-in-time financials and machine-readable textual data—support feature engineering, backtesting, and more.
Featured Products
Machine Readable Textual Data, Kensho LLM-ready API, S&P Capital IQ Pro, Business Relationships Analytics
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Risk & Compliance
Risk & Compliance
Strengthen your risk management strategy by uncovering hidden vulnerabilities, anticipating market and credit events, and benchmarking portfolios against key risk factors for a clearer view of performance. Our advanced analytics and AI-ready data—spanning financial, credit, macroeconomic, sustainability, and alternative datasets—enable predictive modeling, credit monitoring, and early warning signals across both structured and unstructured data. With integrated liquidity scoring, detailed terms and conditions, and comprehensive market and credit metrics, we help risk professionals identify shifts in exposure and flag deterioration early - empowering faster, more informed decisions in a dynamic investment landscape.
Take your risk intelligence workflow to a new level with CreditCompanion™ (beta), a powerful GenAI chatbot designed to help RatingsDirect® users efficiently uncover, analyze, and summarize credit research insights. Stay abreast of regulatory market risk requirements with our suite of risk and regulatory-related solutions.
Featured Products
AI-Ready Data, Machine Readable Textual Data, ProntoNLP, Kensho LLM-ready API, Business Relationship Analytics, Credit Analytics, RatingsDirect®
SOLUTIONS
AI Solutions and Datasets for the Sell-Side
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