Connect Adobe Analytics and
S&P Capital IQ with AI

Sync digital behavior data with financial intelligence automatically. Stop manually exporting web analytics to spreadsheets and cross-referencing with company financials. Redbird AI enriches customer engagement data with market data, automates comp analysis with traffic insights, and surfaces correlations between digital trends and financial performance.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

SPI

Enrich public company web traffic with financials and estimates data

When Adobe Analytics captures enterprise visitor behavior, automatically pull corresponding company financials, revenue estimates, and credit ratings from S&P Capital IQ. Build enriched segments that combine digital engagement patterns with fundamental financial health for targeted outreach and account prioritization.

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Track digital engagement metrics for portfolio companies in financial models

Automatically feed Adobe Analytics traffic, conversion, and engagement data into S&P Capital IQ financial models for portfolio companies. Monitor how digital KPIs correlate with revenue performance and update investment theses based on real-time web behavior trends.

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Generate comp analysis reports combining web performance and financial metrics

Pull competitor financial data from S&P Capital IQ and merge with Adobe Analytics digital benchmarking data. Automatically create reports showing how web traffic, engagement rates, and conversion metrics correlate with revenue multiples, growth rates, and market positioning across peer groups.

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Alert investment teams when digital metrics deviate from financial forecasts

Monitor Adobe Analytics conversion and traffic trends against S&P Capital IQ consensus estimates and financial guidance. Trigger alerts when digital leading indicators suggest potential earnings surprises or revenue shortfalls before quarterly reports.

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Screen target companies by digital engagement and financial criteria together

Use S&P Capital IQ screening results to identify companies meeting financial thresholds, then automatically append Adobe Analytics digital engagement scores, traffic trends, and customer journey metrics. Build unified target lists combining fundamental and digital diligence factors.

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Archive digital behavior data alongside M&A transaction records

When tracking deals in S&P Capital IQ, automatically capture and archive historical Adobe Analytics data for target companies. Maintain complete digital performance history alongside financial transaction records for post-merger integration and performance tracking.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Adobe Analytics and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands Adobe Analytics event schemas, custom dimensions, and segment logic alongside S&P Capital IQ company identifiers, financial data structures, and screening criteria — so you can connect behavioral insights with financial intelligence without custom engineering.

AI that reads analytics events and financial data structures

Redbird's AI maps Adobe Analytics visitor IDs, custom eVars, conversion events, and segment definitions to S&P Capital IQ company identifiers, CIK numbers, financial line items, and estimates data automatically. It understands how to match web domains to corporate entities, normalize traffic metrics alongside financial ratios, and merge behavioral cohorts with screening results. No need to build custom schema mappings or maintain brittle API integrations between analytics and financial platforms.

Custom event to financial metric mapping
Domain-to-company entity resolution
Segment logic with screening criteria
Real-time data structure reconciliation
10×

faster than exporting analytics CSVs and manually enriching with Capital IQ lookups

No Python scripts to parse analytics exports, no VLOOKUP formulas to match companies, no manual reconciliation of visitor data with financial records

Auto-generated reports

Redbird can pull from Adobe Analytics and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or S&P Capital IQ.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Adobe Analytics into S&P Capital IQ, or from S&P Capital IQ back into Adobe Analytics. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any conversion event, segment update, or traffic threshold in Adobe Analytics — or from screening results, estimate changes, and financial data updates in S&P Capital IQ.

Adobe Analytics
Triggers & Actions
Trigger

Segment membership changes

When visitors from target companies enter or exit behavioral segments based on engagement thresholds.

Trigger

Conversion event threshold reached

When specific custom events or goal completions exceed volume or rate benchmarks for tracked domains.

Trigger

Traffic pattern anomaly detected

When web traffic, bounce rates, or session metrics deviate significantly from historical patterns for monitored companies.

Action

Export behavioral data

Pull custom event data, visitor segments, conversion metrics, and journey analytics for specified date ranges or cohorts.

Action

Query segment membership

Check whether specific domains or visitor IDs currently match behavioral segment criteria and retrieve engagement scores.

Action

Retrieve attribution data

Get multi-touch attribution, channel performance, and conversion path data for campaigns or domains.

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S&P Capital IQ
Triggers & Actions
Trigger

Screening results updated

When companies enter or exit saved screens based on financial criteria, valuation multiples, or growth thresholds.

Trigger

Estimate revision published

When analyst estimates for revenue, earnings, or other metrics are revised above or below thresholds.

Trigger

Financial data refreshed

When quarterly filings, annual reports, or financial statements are updated with new data for tracked companies.

Action

Pull company financials

Retrieve income statement, balance sheet, cash flow data, and financial ratios for specific companies or tickers.

Action

Get consensus estimates

Fetch analyst estimates, guidance ranges, and consensus projections for revenue, EBITDA, and EPS.

Action

Lookup company identifiers

Resolve company names, domains, or tickers to Capital IQ IDs, CIK numbers, and entity profiles.

Adobe Analytics
+
SPI S&P Capital IQ

Ready to connect your stack?

Connect Adobe Analytics and S&P Capital IQ in minutes. Start enriching digital behavior data with financial intelligence and automating investment research workflows without custom development.

Get started → Book a demo