Sync financial data with web analytics to understand investor behavior and content performance. Stop manually correlating earnings events with traffic spikes, or exporting portfolio data to enrich GA4 audiences. Redbird AI automates the data work between FactSet's financial intelligence and your digital analytics.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically tag GA4 users and sessions with company financial metrics when visitors browse ticker pages or research tools. Surface which market cap segments, sectors, or earnings quality scores drive highest engagement. Build audiences based on the financial characteristics of companies users research.
Monitor GA4 traffic patterns against FactSet earnings calendar and estimate revisions. Automatically flag when pageviews surge around company-specific events like earnings beats or analyst upgrades. Surface which financial events drive the most valuable visitor sessions.
Send notifications to portfolio managers when GA4 detects qualified visitors engaging with content about companies in their FactSet watchlists. Include user journey data, time on site, and content consumed alongside real-time price and fundamental data from FactSet.
Use FactSet institutional ownership and investor classification data to build GA4 custom dimensions and audiences. Segment analytics by whether visitors match profiles of long-only managers, hedge funds, or retail investors based on browsing behavior and firmographic signals.
Combine GA4 conversion events with FactSet sector classifications and company fundamentals. Identify which types of financial content (large-cap tech, small-cap value, specific GICS sectors) generate the highest lead quality and subscription conversions. Automate weekly reports to content and product teams.
Store historical snapshots of web analytics tagged with corresponding market fundamentals, volatility indices, and sector performance from FactSet. Enable retroactive analysis of how user engagement patterns correlate with market regimes and specific financial events over time.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Google Analytics (GA4) 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 GA4's event-based measurement model, automatically mapping ticker symbols, CUSIP identifiers, and sector classifications to user properties, custom dimensions, and conversion events.
Redbird automatically maps FactSet entities (tickers, company IDs, ownership records, estimate consensus) to GA4 schemas (user properties, event parameters, custom dimensions, audiences). The AI handles identifier resolution when matching company symbols to pageview URLs, normalizes financial metrics into GA4 numeric formats, and maintains data freshness across FactSet's daily updates and GA4's event streaming. No need to build custom ETL pipelines or manually define field mappings between financial fundamentals and behavioral data.
faster than building custom FactSet API integration and GA4 Measurement Protocol workflows
Redbird can pull from FactSet and Google Analytics (GA4) 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 Google Analytics (GA4).
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 Google Analytics (GA4), or from Google Analytics (GA4) 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 automations from any earnings release, estimate revision, traffic spike, or conversion event across FactSet and GA4.
Trigger when FactSet ingests new quarterly or annual earnings for specified companies or portfolios.
Fire when consensus estimates for revenue, EPS, or other metrics change beyond defined thresholds.
Trigger when institutional ownership data changes for tracked securities or investor types.
Retrieve financial metrics, ratios, historical performance, or filing data for specific tickers or portfolios.
Run quantitative screens based on valuation, growth, quality, or custom factor criteria in FactSet.
Get current analyst consensus, revision trends, and forecast distributions for specified metrics and time periods.
Trigger when users complete key actions like form submissions, subscriptions, or downloads in GA4.
Fire when pageviews, sessions, or engagement metrics exceed defined benchmarks for specific content or segments.
Trigger when visitors are tagged with specific custom dimensions, audience memberships, or behavioral attributes.
Write custom user-level attributes to GA4 for segmentation, personalization, or audience building.
Push events to GA4 with custom parameters for tracking external data triggers or enriched behavioral signals.
Programmatically build GA4 audiences based on external data conditions or cross-platform user attributes.
Stop manually bridging financial data and web analytics. Redbird AI connects FactSet and Google Analytics (GA4) so your investment, product, and analytics teams work from the same enriched data—automatically.