Sync FactSet financial data with Mixpanel product analytics to enrich user behavior with real-time market context. Stop manually exporting financials and uploading CSV files to correlate user activity with company fundamentals and market events.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically append revenue, market cap, sector, and analyst ratings to user profiles based on company identifiers. Track how product engagement varies across company size, financial health, and industry segment without manual data joins.
Create custom events in Mixpanel whenever target companies release earnings, update guidance, or file regulatory documents. Correlate product usage spikes with earnings cycles and measure how financial professionals respond to market-moving data.
Build retention and conversion cohorts segmented by institutional ownership levels, shareholder composition, or investment firm type. Understand how product adoption differs across buy-side, sell-side, and corporate users without spreadsheet exports.
Push conversion events, feature adoption milestones, and engagement scores back to FactSet as custom data fields. Enable portfolio managers to track which holdings show strong user engagement signals alongside traditional financial metrics.
Cross-reference FactSet market indices and volatility measures with Mixpanel user activity patterns. Automatically flag when specific user segments exhibit atypical engagement during earnings season, market corrections, or sector rotation events.
Capture behavioral analytics alongside the exact financial data users viewed at that moment. Store time-stamped snapshots of company fundamentals, estimates, and market conditions for historical analysis and model backtesting.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Mixpanel 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 understands both FactSet's multi-dimensional financial datasets and Mixpanel's event-based analytics model, so you can connect market data with user behavior without transformation scripts.
Redbird's AI natively maps FactSet identifiers (Ticker, CUSIP, SEDOL, FactSet Entity ID) to Mixpanel user properties and company fields. It understands time-series fundamentals like revenue growth and EPS estimates, syncing them as structured properties that work in Mixpanel cohorts and funnels. The system handles point-in-time data integrity, ensuring historical financials match the exact moment users interacted with your product.
faster than exporting FactSet data, transforming CSVs, and importing to Mixpanel via People API
Redbird can pull from FactSet and Mixpanel 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 Mixpanel.
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 Mixpanel, or from Mixpanel 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 FactSet data update or Mixpanel user event, then take action across both platforms.
Fires when analyst consensus estimates change for tracked companies.
Triggers when 10-K, 10-Q, 8-K, or other filings become available.
Activates when institutional holdings or insider transactions are updated.
Retrieve revenue, margins, ratios, and balance sheet data for specific entities.
Execute saved screens and return matching securities with current data.
Extract historical analyst estimates and guidance revisions for trend analysis.
Fires when a user reaches the final step of a defined conversion sequence.
Triggers when a user or cohort hits a specific usage milestone for a feature.
Activates when users move between retention segments or churn risk categories.
Update user attributes with enrichment data, company identifiers, or computed values.
Send new events with structured properties to track external data changes.
Modify company or account-level attributes for cohort segmentation and group analytics.
Sync FactSet and Mixpanel in minutes. Stop wrestling with identifier mapping and time-series alignment — Redbird handles the complexity so you can focus on insights, not data plumbing.