Sync financial data with digital experience analytics to understand how investment professionals interact with your platform. Stop manually cross-referencing session behavior with portfolio data or exporting FactSet metrics to correlate with user engagement.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically append account-level FactSet portfolio data to FullStory user sessions. Analyze how advisors with different asset allocations navigate your platform. Segment behavioral analytics by portfolio size, holdings concentration, or investment style.
Capture rage clicks, error events, or abandoned screening sessions in FullStory and automatically flag corresponding FactSet datasets for validation. Identify when stale earnings estimates or missing fundamentals cause user frustration. Prioritize data quality improvements based on actual user impact.
Push watchlist additions, estimate revisions, and screening activity from FactSet into FullStory as structured events. Build conversion funnels that start with fundamental research and end with portfolio actions. Measure time-to-decision across different security types.
Combine FactSet entitlement metadata with FullStory feature usage analytics. Identify which premium datasets drive the most engagement. Generate executive reports showing ROI of FactSet modules based on actual user behavior, not just license counts.
Automatically archive session recordings when users access high-value FactSet content like institutional ownership changes or estimate revisions. Build a library of real research workflows for onboarding and training. Identify power-user patterns for less experienced analysts.
Monitor FullStory heatmaps, scroll depth, and interaction patterns on pages displaying FactSet charts and tables. Alert product teams when engagement drops after data refreshes or schema changes. Correlate UI performance metrics with specific FactSet API response times.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and FullStory 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 both FactSet's financial data structures and FullStory's behavioral event schemas, so you can connect investment research activity with user experience intelligence without custom coding.
Redbird interprets FactSet identifiers—CUSIP, SEDOL, ticker symbols, entity IDs—and matches them to FullStory user properties and custom events. The platform recognizes when a session involves screening workflows, portfolio analytics, or estimates research, then structures the data for behavioral analysis. Map FactSet entitlements, data packages, and API usage to FullStory segments without building lookup tables or maintaining transformation scripts.
faster than building custom ETL between FactSet APIs and FullStory data export
Redbird can pull from FactSet and FullStory 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 FactSet or FullStory.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from FactSet into FullStory, or from FullStory back into FactSet. 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 automation workflows from any FactSet data event or FullStory user interaction—Redbird handles the translation and routing.
Fires when consensus estimates or analyst forecasts are updated for tracked securities.
Triggers when a user uploads holdings or FactSet detects portfolio composition changes.
Activates when an analyst saves a new equity or fixed income screen with specific criteria.
Pull income statement, balance sheet, or cash flow data for specified entities and time periods.
Add or remove securities from FactSet watchlists based on external triggers or user behavior.
Retrieve institutional ownership, insider transactions, or fund holdings for analysis pipelines.
Fires when a user repeatedly clicks an element that isn't responding as expected.
Triggers when a research session surpasses a specified length, indicating deep engagement or confusion.
Activates when a predefined action occurs, like chart export, PDF download, or model submission.
Build a FullStory segment based on behavioral patterns, entitlements, or session characteristics.
Append custom tags to sessions for categorization by research type, data accessed, or error state.
Push FullStory behavioral events to data warehouses for joined analysis with FactSet financial data.
See how Redbird AI connects FactSet and FullStory to help investment platforms understand user behavior in the context of financial research activity—without building custom integrations.