Sync financial market data with product analytics automatically. Stop manually exporting company fundamentals to enrich user behavior data, or copying interaction metrics into investment analysis workflows. Redbird AI connects FactSet and Heap so your data moves where it's needed.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically append firmographic and financial data from FactSet to user accounts captured in Heap. When a user from a financial institution interacts with your platform, enrich their behavioral profile with company size, AUM, analyst coverage, and ownership structure to prioritize high-value segments.
When key conversion events fire in Heap—like trial signups from institutional accounts or feature adoption milestones—automatically pull updated FactSet financials, estimates, and filings for those companies. Keep investment research current based on actual product engagement patterns.
Combine FactSet company performance indicators with Heap user journey data in automated reports. Track how product engagement correlates with portfolio holdings, analyst estimate changes, or earnings announcements to inform both product and investment strategy.
Monitor Heap for behavioral signals from users at firms tracked in FactSet portfolios. When institutional investors or firms meeting specific financial criteria engage with key features or reach conversion milestones, trigger alerts with context-rich FactSet fundamentals for timely outreach.
Push aggregated, anonymized behavioral metrics from Heap into FactSet workflows as alternative data signals. Track product adoption trends, feature usage patterns, or engagement metrics across customer segments to build proprietary investment indicators alongside traditional financial data.
Create dynamic user segments that blend behavioral data from Heap with financial screening from FactSet. Automatically classify and route users based on both their product interactions and their firm's market cap, sector, ownership structure, or analyst coverage—no manual list building required.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Heap 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 Heap's event schemas, so you can connect company fundamentals with behavioral analytics without custom ETL pipelines.
Redbird AI reads FactSet's company identifiers, ticker symbols, ownership hierarchies, and estimate data alongside Heap's auto-captured events, user properties, and session attributes. It intelligently matches entities across systems—linking corporate accounts in Heap to FactSet fundamentals using domain mappings, subsidiary relationships, and fuzzy matching. When schemas change or new data fields appear, Redbird adapts transformations without manual mapping updates.
faster than building custom pipelines to sync FactSet and Heap
Redbird can pull from FactSet and Heap 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 Heap.
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 Heap, or from Heap 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 workflows from any event in FactSet or Heap—from estimate revisions to conversion milestones—and route data where your team needs it.
Fires when analyst estimates are updated for tracked companies or securities in FactSet.
Triggers when new SEC filings, earnings releases, or regulatory documents are published for specified entities.
Fires when institutional ownership, insider transactions, or holdings data changes for monitored securities.
Retrieve financials, ratios, or key metrics for specific companies using tickers or entity IDs.
Execute FactSet screening criteria to identify companies or securities matching financial parameters.
Push queried financial data, estimates, or portfolio analytics to FactSet workbooks or data feeds.
Fires when users complete predefined conversion goals like signups, purchases, or feature activations tracked in Heap.
Triggers when a user meets criteria to join a Heap segment based on interaction patterns or properties.
Fires when users from specific accounts or cohorts hit engagement milestones like session counts or time spent.
Append custom properties to Heap user profiles from external data sources like financial datasets.
Define new behavioral segments or modify existing ones in Heap using external criteria or enriched attributes.
Send server-side events to Heap that complement auto-captured interactions with business logic or external triggers.
See how Redbird AI syncs FactSet financial data with Heap behavioral analytics in minutes. Build workflows that combine market intelligence with product insights—no custom integration code required.