Sync digital behavior data with financial fundamentals and market intelligence automatically. Stop manually exporting customer segments to cross-reference with company performance, ownership data, or analyst estimates. Redbird AI bridges your web analytics and financial data platforms so your teams work from a single source of truth.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically match Adobe Analytics audience segments from institutional visitors with FactSet company fundamentals, shareholder data, and financial metrics. Redbird identifies company domains from session data and appends revenue, employee count, institutional ownership, and industry classifications. Analyst and investor teams gain instant context on which organizations are engaging with your content.
Trigger alerts when companies with scheduled earnings announcements or recent analyst estimate changes visit your site or app. Redbird monitors FactSet earnings calendars and estimate revision feeds, then flags corresponding Adobe Analytics sessions in real-time. Sales and IR teams can prioritize outreach based on timely financial catalysts combined with demonstrated digital interest.
Segment Adobe Analytics users by their firm's investment strategy, AUM, or portfolio composition using FactSet ownership and classification data. Redbird maps session identifiers to institutional profiles and creates custom audiences based on investment approach, sector focus, or portfolio turnover. Marketing teams can tailor content and campaigns to specific investor personas at scale.
Combine Adobe Analytics visit metrics with FactSet analyst coverage, estimate trends, and ownership changes into unified IR dashboards. Redbird pulls session data from institutional domains and merges it with current analyst recommendations, price target distributions, and recent ownership filings. IR teams see which buy-side and sell-side firms are researching the company alongside their current financial stance.
Push Adobe Analytics conversion milestones and engagement events into FactSet-integrated analytical models or data warehouses. Redbird structures behavioral event streams alongside equity performance, volume patterns, and sentiment indicators for quantitative research. Data science teams can test hypotheses about digital engagement as a signal for institutional interest or trading activity.
Automatically capture Adobe Analytics traffic and conversion metrics at each earnings period and store them with corresponding FactSet quarterly fundamentals. Redbird timestamps behavioral data to match fiscal periods, preserving web engagement patterns alongside revenue, margins, and guidance. Strategy teams can analyze how investor digital behavior correlates with financial performance over multiple quarters.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Adobe Analytics and FactSet with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Adobe Analytics event taxonomies, segment logic, and custom dimensions alongside FactSet entity identifiers, financial data structures, and temporal datasets—no manual schema mapping required.
Redbird automatically maps Adobe Analytics visitor attributes, eVars, props, and calculated metrics to FactSet entity identifiers, standardized financials, estimates, and ownership tables. The AI recognizes domain-to-company linkages, handles FactSet's temporal data structures, and navigates Adobe's workspace schemas and segment definitions. Whether you're joining session-level behavior with quarterly fundamentals or appending analyst consensus to visitor cohorts, Redbird structures the data correctly without custom ETL scripting.
faster than building custom data pipelines between Adobe Analytics exports and FactSet APIs
Redbird can pull from Adobe Analytics and FactSet simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or FactSet.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Adobe Analytics into FactSet, or from FactSet back into Adobe Analytics. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Adobe Analytics or FactSet—sessions, conversions, estimate revisions, earnings dates, or ownership changes.
Trigger when users meet segment criteria based on behavior, demographics, or custom dimensions.
Activate workflows when specific success events or custom conversions occur in tracked sessions.
Run automations when scheduled Adobe Analytics reports finish generating or data refreshes.
Automatically build new calculated metrics in Adobe Analytics based on external financial data inputs.
Modify segment definitions or membership based on FactSet company attributes or financial thresholds.
Append classification values or SAINT data to Adobe Analytics dimensions using FactSet identifiers.
Trigger workflows when companies have upcoming earnings dates in the FactSet calendar.
Activate when analyst estimates for revenue, EPS, or other metrics are updated in FactSet.
Run automations when new institutional ownership or 13F data becomes available for tracked entities.
Pull financial statements, ratios, or growth metrics for companies identified from behavioral data.
Fetch current estimate consensus, price targets, or recommendation distributions for specified entities.
Run saved FactSet screens or filters and return matching companies for enrichment or analysis workflows.
See how Redbird AI connects Adobe Analytics and FactSet so your IR, marketing, and research teams can enrich digital engagement with financial intelligence automatically—no custom integrations or data engineering required.