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S&P Global Unveils Revolutionary Document Analysis Tool on Salesforce

On October 14, 2025, S&P Global (NYSE: SPGI) announced the launch of the S&P Capital IQ Pro Document Intelligence tool on Salesforce's AgentExchange. This innovative solution leverages the capabilities of Generative Artificial Intelligence (GenAI) to simplify the analysis of various company documents, including earnings call transcripts and regulatory filings. With increasing amounts of data available today, effective and rapid document analysis has become crucial for businesses striving for efficiency and informed decision-making.

The new tool is designed to provide users with real-time insights and sentiment analysis directly within Salesforce, a popular Customer Relationship Management (CRM) platform. With this, users can quickly extract meaningful insights, evaluate potential risks, and gauge sentiments that significantly impact strategic decisions. By integrating S&P Global's vast database of transcripts and filings data, the tool aims to enhance productivity and streamline workflows.

Features of the New Tool

The SP Capital IQ Pro Document Intelligence tool incorporates several features aimed at improving the user experience:

• - Insight Generation: Users can swiftly gather insights from essential documents, enabling them to make timely and informed choices.
• - Sentiment Analysis: The tool offers sentiment analysis that assists users in understanding the tone of various documents, a crucial element when assessing company performance.
• - Integrated Responses: Users can generate emails, create events, and update account strategies seamlessly based on insights drawn from the documents.

Justine Iverson, the Head of Corporates and AI for Data Research at S&P Global Market Intelligence, expressed that having insightful data on clients, prospects, partners, and market competitors serves as a significant competitive advantage. It creates opportunities for new sales and supports risk mitigation strategies, reinforcing S&P Global's mission to keep clients aligned with their work.

Partnership with Salesforce

This launch is the result of a long-term collaboration between S&P Global and Salesforce’s Independent Software Vendor (ISV) program. The SP Capital IQ Pro Document Intelligence tool can now be accessed via Salesforce's AgentExchange, a platform designed to enhance the integration of AI solutions into businesses' workflows. Brian Landsman, CEO of AppExchange and Global Partnerships, emphasized how AgentExchange facilitates the seamless incorporation of trusted AI solutions, allowing organizations to tap into industry-specific tools, such as SP Capital IQ Pro.

Customers currently using the Agentforce will benefit from installing the SP Capital IQ Pro Document Intelligence application for trials, with full functionality available with an appropriate S&P Global Market Intelligence license. This strategic move signals a growing trend in enterprises adopting AI-driven methodologies to optimize operations and improve decision-making processes.

About S&P Global

S&P Global is a renowned provider of essential intelligence, supporting governments, businesses, and individuals with critical data and insights necessary for confident decision-making. The firm plays a vital role in guiding its clients through challenges, including sustainable investment and resource transitions. With offerings spanning credit ratings, analytical tools, and workflow solutions, S&P Global caters to various sectors, including capital, commodity, and automotive markets.

The launch of the SP Capital IQ Pro Document Intelligence tool represents a significant advancement in how organizations can leverage AI technologies to transform document analysis. By providing efficient access to valuable data insights and analytics within Salesforce, it empowers users to respond more adeptly to market dynamics and enhance their operational capabilities. To learn more about the SP Capital IQ Pro Document Intelligence tool and its functionalities, visit the SP Global Marketplace or Salesforce AgentExchange.