AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of Factset ESG (ex Truevalue Labs) Customers

loading spinner icon



Apply Filters For Customers

Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
American Century Investments Banking and Financial Services 1450 $3.0B United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2020 n/a In 2020 American Century Investments implemented Factset ESG (ex Truevalue Labs) to centralize third party ESG and financial data for Investment Management analytics. Factset ESG (ex Truevalue Labs) was used as the core Environmental, Social, and Governance (ESG) application to support data ingestion, normalization, and downstream reporting workflows across the firm. The implementation used Open shift containerized jobs and AWS infrastructure to ingest FactSet, Bloomberg and ESG feeds into Amazon S3, then staged data into Redshift. Data engineering work included building ETL pipelines with AWS Step Functions for orchestration, AWS Glue PySpark jobs to transform nested JSON into parquet, and loading curated parquet files into Redshift. Automation patterns included SAM template based deployments to production, non production and QA, and Lambda functions to promote raw datasets through bronze, silver and gold business value tiers. Integrations implemented alongside Factset ESG (ex Truevalue Labs) included real time Kafka ingestion of Bloomberg and FactSet feeds with Spark streaming on EMR, REST APIs and a Flask service to synchronize ServiceNow with the enterprise Datalake API, and a Mule runtime fabric app that queried S3 via Athena for tactical signal use. Persistent store components included a Postgres RDS instance deployed by cloudformation and ECS Fargate hosted services to support batch processing and CSV to parquet conversion. Operational tooling included Airflow MAP for complex DAG orchestration and level two support for production workflows. Governance and operationalization focused on end to end data operations and automated file ingestion from multiple vendors, migration of existing pipelines into the data lake, and scripted transforms to create analytic ready objects for Investment Management. The implementation supported Tableau reporting for 250 plus ESG reporting metrics and scores used in business critical decisions, and included environment promotion controls and repeatable deployment templates to maintain consistency across environments.
BMO Bank Banking and Financial Services 12000 $7.4B United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2015 n/a In 2015, BMO Bank implemented Factset ESG (ex Truevalue Labs) to support Environmental, Social, and Governance (ESG) workflows for its Personal Trust and separately managed accounts programs. The deployment centralized ESG data and analytics to inform investment governance, compliance reviews, and risk monitoring across BMO Harris NA and BMO Delaware. Factset ESG (ex Truevalue Labs) was configured to deliver standard ESG capabilities such as data aggregation, issuer and fund ESG scoring, screening and research feeds, and reportable ESG indicators for account eligibility and disclosure workflows. Configuration focused on feeding ESG signals into subscription agreement reviews, alternative asset pricing oversight including capital call and distribution tracking, and inputs for performance and marketing reports. The Factset ESG implementation was integrated into existing reporting and performance tooling, with FactSet outputs consumed alongside StatPro, Zephyr, and Performance Station for monthly and quarterly client and internal reporting. Operational coverage included the Personal Trust Investment Committee, SMA program administration, and liaison workflows between third party managers, the National Head of Investments, Governance, Compliance, and Audit. Governance and process changes around Factset ESG centered on quarterly key risk indicator collection for management reporting, annual due diligence on third party managers, coordination of ADV and privacy mailings, stale pricing and conflict of interest reporting, and annual family member account reviews. The platform also supported training for new hires on Performance Station and committee reporting, and served as an information source for internal and external audits and regulatory examinations.
Brunel Pension Partnership Banking and Financial Services 2000 $600M United Kingdom FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2021 n/a In 2021, Brunel Pension Partnership implemented Factset ESG (ex Truevalue Labs) to centralize Environmental, Social, and Governance (ESG) analysis and reporting across its multi manager investment model. Brunel Pension Partnership used Factset ESG (ex Truevalue Labs) to support monitoring across listed equities and bonds within portfolios managed for nine county pension funds and the UK Environmental Agency, aligned to its fiduciary duty and responsible investment mandate. The deployment emphasized data and analytics capabilities native to Factset ESG (ex Truevalue Labs), including automated natural language processing and AI driven signal extraction, SASB materiality aligned scoring, Insight scores and Momentum trajectories, drill down to source news, and attribution analysis. These modules were configured to produce an ESG dashboard and time series views that support both point in time assessment and momentum based evaluation of companies, enabling manager level and holdings level review. Operational integration focused on embedding Factset ESG outputs into Brunel client reporting and manager engagement workflows. The solution was used live in manager meetings for dynamic company lookups, and the Insight and Momentum scores were incorporated into quarterly beneficiary reports and committee materials, providing a narrative and attribution that links portfolio contributors to overall ESG performance. Rollout and governance included dedicated training sessions, quarterly reporting support, and frequent follow ups from the vendor to ensure consistent workflow adoption. Reported results from the engagement were explicit, including integration of leading metrics into client reporting, improved monitoring of ESG performance in portfolios, and consistent workflow support with dedicated training and frequent follow ups.
Banking and Financial Services 120 $10M United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2021 n/a
Banking and Financial Services 616 $1.0B Belgium FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2017 n/a
Banking and Financial Services 800 $300M United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2018 n/a
Banking and Financial Services 8536 $5.7B United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2019 n/a
Professional Services 1500 $17.8B Canada FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2022 n/a
Banking and Financial Services 20 $5M United States FactSet Factset ESG (ex Truevalue Labs) Environmental, Social, and Governance (ESG) 2021 n/a
Showing 1 to 9 of 9 entries

Buyer Intent: Companies Evaluating Factset ESG (ex Truevalue Labs)

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Factset ESG (ex Truevalue Labs). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Factset ESG (ex Truevalue Labs) for Environmental, Social, and Governance (ESG) include:

  1. Queen Mary University of London, a United Kingdom based Education organization with 5550 Employees
  2. Oxane Partners India, a India based Banking and Financial Services company with 300 Employees
  3. Link Group, a Australia based Banking and Financial Services organization with 7000 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

Logo Company Industry Employees Revenue Country Evaluated
No data found