Sync financial market data with product analytics automatically. Stop manually exporting earnings updates, copying portfolio performance into dashboards, or building custom scripts to correlate market events with user behavior.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push earnings release dates and estimate revisions from FactSet into PostHog as custom events. Correlate product usage patterns with market events to understand how financial news drives user engagement. Eliminate manual calendar syncing across systems.
Pull financial data from FactSet to enrich PostHog user profiles with the securities they research or track. Segment users by market cap focus, sector exposure, or ownership data access patterns. Build smarter feature targeting based on investment workflows.
Monitor PostHog analytics for unusual activity patterns and cross-reference with FactSet estimate changes or analyst updates. Automatically notify research teams when users heavily engage with specific securities during material data updates. Surface high-conviction signals from user behavior.
Pull portfolio analytics from FactSet and merge with PostHog feature usage metrics into automated executive dashboards. Track how different user segments engage with screening tools alongside their actual investment performance. Replace manual spreadsheet consolidation with scheduled AI-driven reports.
Send PostHog experiment results and conversion data back to FactSet-connected systems for investment decision validation. Track which product features drive higher portfolio analytics usage or data download volume. Close the loop between product changes and financial workflow efficiency.
Cross-reference PostHog session recordings and event streams with FactSet API call logs to identify inefficient data retrieval workflows. Detect when users manually rebuild queries that could be automated. Generate optimization recommendations for both product and data access patterns.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and PostHog 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 FactSet's financial data structures and PostHog's event schemas, so you can connect market data with product analytics without writing custom ETL pipelines.
Redbird maps FactSet entities like company identifiers, CUSIP codes, estimate fields, and ownership records to PostHog's event properties, user profiles, and cohort definitions. The AI automatically handles schema differences between financial time-series data and product analytics events. It understands when to aggregate portfolio metrics, when to trigger on estimate revision thresholds, and how to join securities data with user behavior patterns without manual field mapping.
faster than building custom integrations between financial data platforms and product analytics
Redbird can pull from FactSet and PostHog 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 PostHog.
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 PostHog, or from PostHog 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 financial data update in FactSet or any user event in PostHog, and push results to either system instantly.
Fires when analyst estimates are updated for tracked securities in FactSet.
Triggers when upcoming earnings release dates are added or changed.
Detects when holdings, weights, or ownership data updates in monitored portfolios.
Retrieve financial statements, ratios, and metrics for specific companies or identifiers.
Pull securities lists matching quantitative criteria or custom screens.
Record when users or systems retrieve specific datasets or run queries in FactSet.
Fires when a user progresses through defined conversion steps in PostHog analytics.
Triggers when feature flags are toggled for users or cohorts.
Detects when team members flag specific user sessions for review or analysis.
Send structured events to PostHog with properties from external systems.
Enrich PostHog user profiles with attributes from financial data sources.
Dynamically assign users to behavioral segments based on external triggers.
Stop building one-off scripts to sync FactSet with PostHog. Let Redbird AI handle the data work so your team can focus on investment decisions and product insights, not pipeline maintenance.