Financial Data and Key Metrics Changes - In Q2 2025, organic ASV grew by 4.1% year-over-year, with an adjusted operating margin of 37.3% and adjusted diluted EPS of $4.28 [9][10][43] - GAAP revenues increased by 4.5% year-over-year to $571 million, while organic revenues grew by 4% to $568 million [35][36] - Free cash flow was $150 million in Q2, up 23% over the same period last year [44] Business Line Data and Key Metrics Changes - Wealth management saw double-digit growth, with significant wins including a contract with UBS [15][16] - The banking segment faced challenges, but renewal activity increased, with over a dozen large banking renewals signed [18][20] - PEVC experienced accelerated double-digit growth, while asset management faced headwinds due to cost rationalization [21][22] Market Data and Key Metrics Changes - In the Americas, organic ASV grew by 4%, while EMEA saw 3% growth and Asia-Pacific maintained 7% growth [12][13][14] - The wealth segment is gaining market share, particularly in the Americas, with expansion opportunities in Europe and Asia [16][17][118] Company Strategy and Development Direction - The company is focused on driving top-line growth, with a strong sales pipeline and product-led innovation [25][26] - Recent acquisitions, including LiquidityBook, are expected to enhance service offerings and cross-sell opportunities [23][27][111] - The strategy includes expanding into new regions and adding services to existing clients, particularly in wealth management [119] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a challenging market environment but expresses confidence in the sales pipeline and product innovation [10][11] - There is optimism about growth acceleration in the second half of the fiscal year, with reaffirmed guidance for organic ASV growth [47][50] - The company is well-positioned to capitalize on Gen AI products and improve client engagement [31][50] Other Important Information - The company repurchased nearly 137,000 shares for approximately $64 million during the quarter [45] - The effective tax rate for Q2 was 15.9%, a decrease from the previous year [42] - The company is committed to returning capital to shareholders while maintaining investment-grade ratings [46][47] Q&A Session Summary Question: Can you provide more details on the traction with Gen AI products? - Management reported strong momentum with PitchCreator and other Gen AI products, with positive client reception and active trials [56][62] Question: Is the environment improving or is the company performing better in a challenging market? - Management believes they have de-risked major challenges and are seeing strength across all markets, with a positive outlook for the second half [68][71] Question: How does banking factor into the guidance range? - Management indicated that they are not relying on banking for their numbers, with conservative estimates baked into the guidance [76][80] Question: Is the UBS Vault deal included in ASV this quarter? - Yes, the UBS deal was signed in the quarter, but the ASV impact will be realized in the following quarters [84][87] Question: What is the pricing outlook given the lower CPI? - Management expects international pricing to align with the lower CPI, impacting annual price increases [90][92] Question: How are technology costs impacting margins? - Management is actively managing technology and people costs, with expectations of a ramp-up in expenses for strategic investments in the second half [96][100]

持续投资推介手册自动化领域， 提升初级银行家工作效率 全球领先的金融数字平台及企业解决方案提供商FactSet慧甚（纽约证券交易所代码：FDS；纳斯达克股票 代码：FDS）近日正式宣布完成对TableTop Data公司（简称 "LogoIntern"）的收购。LogoIntern是一款备 受初级银行家青睐的工作流程优化工具，能够高效简化在推介文件中添加、整理和排版公司标志这一复杂 且耗时的任务。此次收购是FactSet在推介手册自动化领域的又一重大举措，紧随近期推出的Pitch Creator 解决方案，旨在进一步推动初级银行家日常工作流程中繁琐手工环节的自动化变革。 FactSet银行与卖方研究高级副总裁兼高级总监肯德拉・布朗（Kendra Brown）表示："在演示文稿制作过 程中，我们很多人都曾耗费大量时间用于调整公司标志的尺寸、排列顺序和样式设置。这一过程对于多数 人而言仅是恼人之事，但对于投资银行客户而言，这项繁琐又单调的任务却是他们创建推介材料工作流程 中 无 法 回 避 的 必 要 环 节 。 FactSet 始 终 致 力 于 提 高 初 级 银 行 家 的 工 作 效 率 ， 提 升 交 ...

鉴于在美国新一届政府和国会执政期间并购活动可能增多，对投资银行来说，若能将人工智能工具融入工 作流程就可以扩大其交易处理能力。 具体而言，合适的人工智能工具能让初级银行家以更快的速度简化并完成核心工作。他们可以把节省下来 的时间用于更多营销活动或为高级银行家管理客户。在他们职业生涯最初紧张忙碌的几年里，那些单调、 重复的任务也会变得更容易应对。人工智能工具还可以增强银行在招聘新员工方面的价值主张。 初级银行家面临的挑战 众所周知，初级银行家在第一年通常要花费大量时间学习所在公司复杂的技术和流程。陡峭的学习曲线， 再加上极高的岗位工作要求，意味着长时间的工作和每周高强度的劳作，而且对他们在准确性、注重细 节、可靠性、沟通及协作方面都有着很高的要求。 人工智能工具可以帮助初级银行家完成许多核心职责，包括： ·金融建模 和分析 ： 初级银行家要从事大量的建模工作，以评估合并、收购和其他交易的财务影响。他 们分析历史财务报表，并预测未来的财务表现。 ·研究和信息收集： 他们要开展市场调查，收集有关行业、公司和经济状况的相关数据。这些研究有助于 了解市场趋势和识别潜在的投资机会。 ·准备推介手册和汇报PPT： 初级银行 ...

每周为初级银行家节省数小时 突破性的营销手册自动化工具提升效率， 全球金融数字平台和企业解决方案供应商FactSet慧甚于今年1月15日宣布推出一款由生成式人工智能驱动 的创新性解决方案 ——Pitch Creator。该产品旨在彻底改变投行营销的传统模式。通过自动化完成模型分 析和演示文稿制作等耗时任务，FactSet Pitch Creator可以将数小时的人工工作缩短至几分钟，为初级银行 家带来显著的生产力提升，使他们能够优先开展推动新业务机会的高影响力战略举措。 Pitch Creator的部分功能借助了FactSet Mercury，这是FactSet的一款由生成式人工智能驱动的聊天机器 人。用户可以通过它下达指令、查阅模板、制作幻灯片（PPT），以及使用自然语言提示从结构化和非结 构化数据中挖掘可查证的见解。与微软办公软件的无缝集成，让初级银行家能够高效地编辑、分析和源码 链接公司研究和市场数据，然后将其直接传输到Excel模型和PowerPoint演示文稿中。 Pitch Creator 的主要功能包括： 1.智能搜索（Search Intelligence）：用户可以通过智能搜索功能绕过耗时的 ...