List of S&P Capital IQ Customers
S&P Global
55 Water Street,
New York, 10041, NY,
United States
New York, 10041, NY,
United States
1 212-438-1000
Banking and Financial Services
42350
$14.2B
Since 2010, our global team of researchers has been studying S&P Capital IQ customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased S&P Capital IQ for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using S&P Capital IQ for Investment Research and Market Intelligence include: Liberty Specialty Markets, a United Kingdom based Insurance organisation with 1900 employees and revenues of $4.79 billion, BMO Nesbitt Burns, a Canada based Banking and Financial Services organisation with 2000 employees and revenues of $3.24 billion, Mizuho Americas, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $1.70 billion and many others.
Contact us if you need a completed and verified list of companies using S&P Capital IQ, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The S&P Capital IQ customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BMO Nesbitt Burns | Banking and Financial Services | 2000 | $3.2B | Canada | S&P Global | S&P Capital IQ | Investment Research and Market Intelligence | 2017 | n/a |
In 2017, BMO Nesbitt Burns implemented S&P Capital IQ for Investment Research and Market Intelligence to centralize research workflows used by its private wealth investment representatives in Vancouver. S&P Capital IQ was used as the primary watch list and research library to support portfolio model updates, the preparation of capital market discussions, and the generation of client facing presentations such as investment proposals and managed account proposals.
The implementation emphasized functional capabilities common to Investment Research and Market Intelligence platforms, including watch list management, a centralized research repository, and a monthly investment ideas database augmented by Morningstar and internal fundamental screens. Regular analytical cadences were embedded, comprising monthly sector evaluations and biweekly technical analysis overviews, and files and documentation were maintained to produce periodic capital market commentary and prospective client materials.
S&P Capital IQ fed portfolio model updates that were operationalized through the Charles River Investment Management System for rebalancing and execution, and the implementation tied research outputs to the existing Salesforce clients database and the IA team website for client servicing workflows. Related operational artifacts included a maintained trading records database and coordination of account re-documentation for client transfers and estate accounts, and monitoring of external news sources such as Bloomberg and Globe and Mail to inform research activity.
Governance was organized around daily planning meetings with the internal investment advisory team to align business objectives, and process ownership included updating portfolio models from the S&P Capital IQ watch list, maintaining the research library, servicing client inquiries, and coordinating documentation workflows. These procedures institutionalized the use of S&P Capital IQ within portfolio research, client presentation preparation, and ongoing client servicing activities for the BMO Nesbitt Burns wealth team.
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Liberty Specialty Markets | Insurance | 1900 | $4.8B | United Kingdom | S&P Global | S&P Capital IQ | Investment Research and Market Intelligence | 2020 | n/a |
In 2020, Liberty Specialty Markets deployed S&P Capital IQ to support Investment Research and Market Intelligence. The deployment targeted the firm’s Global Financial Risk Services and Credit Risk Management functions, providing a centralized research and data access layer for project finance, real estate, and refinery deal analysis.
The S&P Capital IQ implementation was used to produce over 20 research and performance reports, and to drive workflows for data extraction, financial analysis, credit memo review, and valuation report preparation. Functional capabilities implemented included structured financial data retrieval, research synthesis for executive presentations, document review and editing workflows, and the preparation of stakeholder-facing presentation packs.
Operational use of S&P Capital IQ extended across Global Financial Risk Services and Credit Risk Management teams, where analysts used the application alongside diverse financial data sources to assess business exposure to macroeconomic factors and to examine live deals exceeding €100M. Daily activities supported by the application included processing and organizing financial data, cross-referencing valuation inputs, and compiling materials for senior colleague and client engagement.
Governance emphasized disciplined document review and stakeholder communication, with research outputs and edited legal and financial documents routed into credit decisioning and risk assessment processes. Liberty Specialty Markets S&P Capital IQ Investment Research and Market Intelligence integration reinforced analyst workflows for credit assessment, deal scrutiny, and executive reporting within the firm.
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Mizuho Americas | Banking and Financial Services | 3000 | $1.7B | United States | S&P Global | S&P Capital IQ | Investment Research and Market Intelligence | 2016 | n/a |
In 2016, Mizuho Americas implemented S&P Capital IQ as its Investment Research and Market Intelligence platform. The deployment targeted corporate finance and advisory groups across the bank, including Advisory and Solutions, Acquisition Finance, Syndicated Finance, Project Finance, Securitization and Latin American Finance, as well as consumer and retail teams in the Jersey City finance hub. The implementation supported analyst workflows for financial research, company and industry profiling, and M&A advisory preparation.
S&P Capital IQ was used for company financials, standardized data feeds, screening and research, and the Excel plugin supported forecasting and spreadsheet-based financial analysis. Analysts and interns used the platform to prepare PowerPoint pitches, build financial models, read 10-Ks and 10-Qs, and synthesize rating agency reports. The source notes explicitly record use of Capital IQ to create company summaries, industry overviews, and a merger and acquisition pitch for senior leadership.
Operationally S&P Capital IQ was employed alongside Bloomberg Terminals, with teams combining Capital IQ company data and Bloomberg market data to produce industry overviews and deal support. The platform was embedded in day-to-day workflows for the finance team in Jersey City, covering research, consumer and retail analysis, and advisory deal work. Data extraction into Excel and slide decks was a primary operational pattern documented in the implementation narrative.
Governance emphasized analyst-led usage and training, as evidenced by intern-driven deliverables and close collaboration with the finance team rather than a centralized IT-first rollout. The implementation positions S&P Capital IQ as a primary Investment Research and Market Intelligence source for Mizuho Americas research, financial modeling, and pitchbook creation.
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Buyer Intent: Companies Evaluating S&P Capital IQ
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating S&P Capital IQ. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating S&P Capital IQ for Investment Research and Market Intelligence include:
- The Hackett Group, a United States based Professional Services organization with 1546 Employees
- The Claremont Colleges, a United States based Education company with 3200 Employees
- Vihang Singapore, a Singapore based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD S&P Capital IQ Coverage
S&P Capital IQ is a Investment Research and Market Intelligence solution from S&P Global.
Companies worldwide use S&P Capital IQ, from small firms to large enterprises across 21+ industries.
Organizations such as Liberty Specialty Markets, BMO Nesbitt Burns and Mizuho Americas are recorded users of
S&P Capital IQ for Investment Research and Market Intelligence.
Companies using S&P Capital IQ are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using S&P Capital IQ are most concentrated in United Kingdom, Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of S&P Capital IQ across Americas, EMEA, and APAC.
Companies using S&P Capital IQ range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 100%, and global enterprises with 10,000+ employees - 0%.
Customers of S&P Capital IQ include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified S&P Capital IQ customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investment Research and Market Intelligence.