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FactSet

FactSet is a financials organization based in the United States. Operating teams there use enterprise software to run customer, data, and internal processes.

All FactSet customer value stories

Financials
United States

Stripe@FactSet

Stripe Radar became the place FactSet uses to invoice recurring customers without a custom ledger for every plan.

Financials
United States

DocuSign@FactSet

Identity sits in the daily path at FactSet, especially for employees and partners.

Financials
United States

BMC@FactSet

FactSet asked for a cleaner operating picture of employee requests. BMC is what they run.

Financials
United States

Microsoft@FactSet

GitHub Copilot became the place FactSet uses to keep procedures next to the work so people do not hunt through inboxes.

Financials
United States

Fortinet@FactSet

FactSet runs email security on Fortinet so ownership is obvious when work stalls.

Financials
United States

Nutanix@FactSet

FactSet standardized model serving on Nutanix instead of keeping parallel copies.

Financials
United States

Palo Alto Networks@FactSet

FactSet runs email security on Palo Alto Networks so ownership is obvious when work stalls.

Financials
United States

Anaplan@FactSet

FactSet standardized financial planning on Anaplan instead of keeping parallel copies.

Financials
United States

Teradata@FactSet

Shared ClearScape Analytics workspaces help FactSet keep enterprise reporting honest across teams.

Financials
United States

Intuit@FactSet

FactSet uses TurboTax to build plans that operations can update without a new spreadsheet every cycle.

Financials
United States

Infor@FactSet

Teams at FactSet moved procurement and payables onto Infor after local tools started to collide.

Financials
United States

Temenos@FactSet

Financials teams at FactSet treat Temenos as the working layer for banking operations.

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