Connect FactSet and
Semrush with AI

Sync FactSet financial data with Semrush to enrich competitive analysis with fundamental metrics, automate sector-based keyword research, and build digital performance reports that include company financials. Stop manually exporting earnings data to cross-reference with traffic trends or copying competitor lists between platforms.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Enrich Semrush competitor lists with FactSet financial fundamentals and performance metrics

Automatically pull revenue, market cap, and profitability data from FactSet for every domain tracked in Semrush competitive analysis projects. Surface which competitors have the financial resources to dominate paid search or which are outperforming their fundamentals with organic traffic.

Trigger FactSet portfolio screens when Semrush detects significant traffic changes for tracked companies

When Semrush identifies major organic or paid traffic shifts for publicly traded companies, automatically run FactSet screening queries to surface related holdings, analyst estimate changes, or sector peers. Connect digital performance signals to investment research workflows without manual monitoring.

Build sector-based keyword research reports combining FactSet industry classifications with Semrush data

Use FactSet's RBICS or GICS sector taxonomies to automatically generate Semrush keyword research reports by industry segment. Analyze search volume, competition, and content opportunities across portfolio holdings or sectors under coverage.

Sync Semrush domain rankings into FactSet models as alternative data signals

Push domain authority scores, organic traffic estimates, and search visibility metrics from Semrush into FactSet custom datasets or Excel models. Incorporate digital presence as a quantitative factor in fundamental analysis or screening models.

Automate competitive digital intelligence reports for FactSet-tracked companies with earnings events

When FactSet flags upcoming earnings releases or analyst days, automatically generate Semrush competitor analysis reports showing SEO performance, paid search spend trends, and content velocity for the company and sector peers. Deliver pre-event digital intelligence without manual report building.

Archive Semrush historical ranking data alongside FactSet financials for longitudinal analysis

Systematically store Semrush keyword position history, backlink growth, and traffic estimates with corresponding FactSet quarterly financials, estimates, and price data. Build time-series datasets correlating digital marketing performance with fundamental metrics across reporting periods.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize FactSet and Semrush with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands FactSet's financial data structures and entity identifiers alongside Semrush's domain-level metrics, keyword taxonomies, and competitive intelligence schemas.

AI that speaks both financial data and digital marketing analytics

Redbird maps FactSet entity identifiers, screening outputs, and time-series financial data to Semrush domain projects, keyword databases, and traffic analytics. The platform understands how to join company tickers and ISINs with website domains, align FactSet reporting periods with Semrush historical snapshots, and structure sector classifications for keyword research workflows. Cross-reference analyst estimates with content velocity, fundamentals with search visibility, or ownership data with backlink profiles without building custom ETL.

Entity-to-domain matching
Financial period alignment
Sector taxonomy mapping
Alternative data integration
10×

faster than exporting FactSet CSVs and manually matching ticker symbols to competitor domains

No need to maintain entity-to-domain crosswalks or write Python scripts to merge fundamental data with traffic metrics

Auto-generated reports

Redbird can pull from FactSet and Semrush simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either FactSet or Semrush.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from FactSet into Semrush, or from Semrush back into FactSet. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start workflows from earnings updates in FactSet or ranking changes in Semrush and automate what happens next across both platforms.

FactSet
Triggers & Actions
Trigger

Earnings estimate revised

Fires when analyst consensus estimates change for tracked companies in FactSet.

Trigger

New SEC filing published

Triggers when FactSet ingests 10-K, 10-Q, 8-K, or other regulatory filings.

Trigger

Screening criteria matched

Activates when companies meet custom fundamental, valuation, or ownership screening parameters.

Action

Add to watchlist

Create or update FactSet watchlists with company identifiers from automated workflows.

Action

Update custom data field

Write external metrics into FactSet custom fields or user-defined data tables.

Action

Export portfolio snapshot

Generate current holdings, returns, and analytics data for specified portfolio IDs.

Semrush
Triggers & Actions
Trigger

Keyword position change

Fires when tracked keywords move beyond threshold rank changes in Semrush position tracking.

Trigger

Organic traffic spike detected

Triggers when domain traffic estimates exceed percentage or volume thresholds.

Trigger

New competitor identified

Activates when Semrush detects new domains competing for tracked keyword sets.

Action

Add domain to project

Include new domains in Semrush tracking projects for ongoing monitoring and analysis.

Action

Generate keyword research report

Create keyword overview, difficulty, and opportunity reports for specified search terms or topics.

Action

Export backlink profile

Pull current backlink data, referring domains, and authority metrics for target URLs.

FactSet
+
Semrush

Ready to connect your stack?

Sync FactSet financial data with Semrush competitive intelligence to build richer investment research workflows and digital marketing analysis enriched with company fundamentals.

Get started → Book a demo