Connect FullStory and
S&P Capital IQ with AI

Redbird AI syncs user behavior data from FullStory with company intelligence in S&P Capital IQ. Stop manually exporting session metrics, matching them to portfolio companies, and building spreadsheets to track digital engagement across your investment universe.

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.

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Append digital engagement metrics to portfolio company screens in Capital IQ

Automatically enrich Capital IQ company records with FullStory product usage, conversion rates, and engagement scores for portfolio monitoring. Surface user behavior trends alongside financial metrics when screening performance. Keep investor dashboards current without manual data pulls.

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Alert analysts when high-value prospect companies show friction in product flows

Trigger notifications in deal workflows when target companies (flagged in Capital IQ) exhibit rage clicks, session errors, or checkout abandonment in FullStory. Quantify UX issues for diligence memos automatically. Connect product health signals to investment decisions in real-time.

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Sync Capital IQ financial event data to FullStory segments for behavioral analysis

Push earnings releases, M&A announcements, and credit rating changes from Capital IQ into FullStory user segments. Analyze how financial events correlate with product engagement and feature adoption. Understand investor behavior shifts around material corporate actions.

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Generate weekly engagement reports for portfolio companies with financial context

Combine FullStory session replay volumes, conversion funnel metrics, and feature adoption with Capital IQ revenue estimates and growth rates. Auto-generate unified portfolio monitoring reports that blend digital and financial performance. Eliminate manual data reconciliation across systems.

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Archive historical user behavior data for companies during transaction lifecycle

Capture and store FullStory session data, heatmaps, and behavioral metrics for companies in active Capital IQ deal pipelines. Maintain complete UX audit trails from initial screening through close. Build data rooms with product engagement history for diligence teams.

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Trigger FullStory session analysis when Capital IQ flags financial deterioration

Automatically pull FullStory engagement data when Capital IQ detects estimate revisions, covenant breaches, or credit downgrades. Investigate whether digital product issues correlate with financial underperformance. Surface UX problems before they appear in quarterly reports.

Live in four steps

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

01

Connect your accounts

Authorize FullStory and S&P Capital IQ 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 AI understands both FullStory's behavioral event schemas and S&P Capital IQ's financial data structures, so you can connect user experience intelligence to investment workflows without custom API work.

AI that speaks both product analytics and financial data

Redbird maps FullStory session events, rage click counts, conversion funnels, and scroll depth metrics to Capital IQ company identifiers, CUSIPs, and ticker symbols automatically. The platform normalizes timestamp formats, reconciles domain names to corporate entities, and joins behavioral data with financial estimates and deal structures. You get intelligent field mapping that handles multi-level session hierarchies and complex Capital IQ data models without middleware.

Auto-match domains to Capital IQ entities
Normalize FullStory event timestamps
Map behavioral metrics to company screens
Join session data with financial models
10×

faster than exporting FullStory CSVs and manually matching them to Capital IQ company records

No Python scripts to reconcile domains to tickers, no manual pivot tables, no weekly data refresh jobs

Auto-generated reports

Redbird can pull from FullStory and S&P Capital IQ 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 FullStory or S&P Capital IQ.

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 FullStory into S&P Capital IQ, or from S&P Capital IQ back into FullStory. 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 automations from any user behavior event in FullStory or financial data change in S&P Capital IQ.

FullStory
Triggers & Actions
Trigger

Session with rage clicks detected

Fires when FullStory records repeated rapid clicks indicating user frustration on specific page elements.

Trigger

Conversion funnel completion rate drops

Triggers when funnel conversion rates fall below defined thresholds over rolling time periods.

Trigger

High-value user segment engagement changes

Activates when specific user cohorts show significant shifts in session duration or feature usage patterns.

Action

Export session replay URLs

Pull direct links to specific FullStory session recordings for inclusion in reports or alerts.

Action

Query behavioral metrics by date range

Retrieve aggregated click maps, scroll depth, and engagement data for custom time periods.

Action

Create custom user segment

Define new FullStory segments based on external data from Capital IQ like industry or revenue tier.

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S&P Capital IQ
Triggers & Actions
Trigger

Earnings estimate revision published

Fires when analysts update forward revenue or EPS estimates for tracked companies in Capital IQ.

Trigger

M&A transaction announced

Triggers when Capital IQ records new deal activity for companies in your monitoring universe.

Trigger

Credit rating downgraded

Activates when S&P or other agencies lower credit ratings or outlook for portfolio companies.

Action

Retrieve financial statements

Pull income statement, balance sheet, and cash flow data for companies matched to FullStory domains.

Action

Update custom screening criteria

Modify Capital IQ screens to include new financial or operational metrics from external sources.

Action

Add company to monitoring list

Automatically flag companies in Capital IQ based on behavioral signals detected in FullStory.

FullStory
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SPI S&P Capital IQ

Ready to connect your stack?

Sync FullStory user behavior data with S&P Capital IQ company intelligence. Redbird AI handles the complexity so your investment and product teams can work from unified data.

Get started → Book a demo