Automate financial data pipelines from FactSet into Snowflake without manual exports or brittle scripts. Redbird AI syncs company fundamentals, analyst estimates, ownership data, and filings directly into your data warehouse—keeping your analytics current and your team focused on insights, not data plumbing.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull updated financials, ratios, and consensus estimates from FactSet each morning and write them to structured Snowflake tables. Redbird handles schema mapping, data type conversions, and incremental updates so your models always reflect the latest data without manual refreshes.
Stream new 10-K, 10-Q, and earnings call transcripts from FactSet into Snowflake semi-structured columns as they're published. Enable your data science teams to run sentiment analysis, keyword extraction, and LLM workflows directly on raw documents without export/import cycles.
Join your internal portfolio holdings in Snowflake with FactSet's institutional ownership, factor scores, and risk metrics in real time. Redbird maps identifiers, handles mismatches, and writes enriched rows back to your warehouse so every analysis includes up-to-date market intelligence.
Monitor earnings estimate changes in FactSet against portfolio exposure rules stored in Snowflake. When revision magnitude crosses team-defined thresholds, Redbird triggers notifications with context—no need to build custom polling logic or reconcile datasets manually.
Automatically capture and version point-in-time fundamentals, prices, and estimates from FactSet into Snowflake's time-travel-enabled tables. Build a complete historical archive for strategy backtesting and regulatory compliance without managing snapshots or storage yourself.
Send universes, flags, or custom scores computed in Snowflake back into FactSet for screening and further analysis. Redbird syncs your derived datasets so research teams can apply FactSet's tools to proprietary insights without switching platforms.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize FactSet and Snowflake 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 FactSet's API schemas, identifier systems, and Snowflake's columnar storage, so you can automate financial data workflows without writing custom ETL code or managing infrastructure.
Redbird's AI natively understands FactSet's entity identifiers (FactSet IDs, CUSIPs, SEDOLs), time-series structures, and normalized fundamentals. It automatically maps these to Snowflake's variant types, stages, and table schemas—handling joins, deduplication, and incremental loads. When new data arrives, Redbird reconciles changes, upserts rows, and preserves historical versions without custom transform logic.
faster than building FactSet-to-Snowflake ETL pipelines with Python and Airflow
Redbird can pull from FactSet and Snowflake 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 Snowflake.
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 Snowflake, or from Snowflake 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 new estimates in FactSet or table updates in Snowflake—Redbird connects events across both systems in real time.
Fires when analysts update earnings, revenue, or other consensus estimates for tracked companies.
Triggers when quarterly or annual financial statements and ratios are refreshed in FactSet.
Activates when a new 10-K, 10-Q, 8-K, or earnings call transcript is added to FactSet.
Pull balance sheet, income statement, cash flow, and derived ratios for specified companies or universes.
Extract analyst forecasts for earnings, revenue, margins, and growth metrics across time periods.
Get institutional ownership, top holders, and position changes for equity securities.
Fires when new data lands in a Snowflake table, enabling downstream automation on fresh datasets.
Triggers when a Snowflake task or scheduled SQL query completes, passing result sets to next steps.
Activates when validation queries detect anomalies, null spikes, or missing expected records.
Insert or upsert records into Snowflake tables with automatic schema matching and type coercion.
Run arbitrary SQL statements, stored procedures, or transformations on demand within Snowflake.
Dynamically generate or refresh Snowflake views to expose latest enriched datasets to BI tools.
Stop wrestling with FactSet API clients and Snowflake connector scripts. Redbird AI automates financial data pipelines so your quant and analytics teams can focus on alpha, not infrastructure.