FactSet

“expanded our long-standing Schroders relationship to provide a managed service to enable greater scale”

FactSet expanded its long-standing Schroders relationship into a managed service, a positive read-through for the client relationship.

“despite the challenging year-over-year comparison given our landmark UBS win a year ago”

FactSet references a landmark UBS wealth win a year ago that created a tough comparison, underscoring UBS as a major FactSet wealth client.

“Our newly announced partnership with Finster will accelerate our agentic platform for banking, meeting the growing demands of our dealmaker clients.”

FactSet's new partnership with Finster will accelerate its agentic banking platform, a read-through for Finster's traction in financial AI.

“we have a strong partnership with Anthropic. We are one of the prominent financial services connect on the cloud marketplace.”

FactSet describes a strong partnership with Anthropic, calling its Claude cloud-marketplace channel its fastest-growing marketing channel as clients consume FactSet data through Claude agents.

“partnerships with Snowflake and Databricks enable clients to seamlessly combine FactSet Research Systems Inc. data with their own sources and operate AI-driven workflows in the secure cloud environments they already use.”

FactSet partners with Databricks to let clients combine FactSet data with their own sources for AI-driven workflows in the cloud.

“partnerships with Snowflake and Databricks enable clients to seamlessly combine FactSet Research Systems Inc. data with their own sources and operate AI-driven workflows in the secure cloud environments they already use.”

FactSet partners with Snowflake so clients can combine FactSet data with their own in the cloud, extending FactSet distribution into Snowflake's environment.

“Capital Group expanded their use of our Portware trading platform, which also achieved several new wins with other large asset managers.”

Capital Group expanded its use of FactSet's Portware trading platform, signaling continued adoption of FactSet trading solutions by large asset managers.

“we divested RMS Partners, a noncore sell-side research platform within our dealmakers offering just before fiscal year-end.”

FactSet divested RMS Partners, a noncore sell-side research platform, to concentrate on core growth areas.

“The integration of Irwin and FactSet provides IR users with an end-to-end workflow solution, which is driving seat count growth and accelerating cross-sell momentum as we expand further into the office of the CFO.”

FactSet's Irwin acquisition expands its corporate IR workflow offering, driving seat growth and cross-sell into the office of the CFO.

“embedded FactSet deeper into client workflows by integrating LiquidityBook for seamless buy-side trading”

FactSet integrated its LiquidityBook acquisition to add buy-side trading (OMS) capabilities to its platform.

“We're working very hard in the ecosystem to sort of identify partners that are interested in doing work with us. And JPMorgan is one of those firms.”

FactSet names JPMorgan as one of its ecosystem partners as it builds out CUSIP-based private-market identifiers, part of FactSet's push to become the identifier standard for private markets.

“Within dealmakers, this quarter's banking gains were largely driven by the favorable comparison to last year's third quarter, which includes the impact of the UBS-Credit Suisse merger.”

FactSet notes that last year's UBS-Credit Suisse merger reduced the prior-year banking client seat base, making this quarter's year-over-year banking ASV growth look favorable by comparison — a read-through on continued client consolidation from bank M&A.