Connect Heap and
Refinitiv with AI

Automate the flow between product analytics and financial data. Stop manually exporting user interaction logs to correlate with market events. Let Redbird AI sync behavioral data with trading activity, news triggers, and pricing changes—automatically.

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.

Correlate product engagement spikes with real-time market events and news

When Refinitiv detects significant market events or breaking news, automatically pull Heap behavioral data from the same time window. Build reports showing how user activity in trading platforms or financial products correlates with market volatility, earnings announcements, or geopolitical events.

Tag Heap user sessions with instrument pricing and reference data

Enrich Heap user interaction data with Refinitiv pricing, company fundamentals, and instrument metadata. Automatically append stock prices, volatility metrics, or market conditions to behavioral events so you can analyze how price movements influence user engagement with specific features or research tools.

Alert trading desk when high-value user segments show friction signals

Monitor Heap funnel drop-offs and friction points within identified high-value trader segments. When behavioral signals indicate abandonment or frustration, automatically push alerts to Refinitiv-connected systems or trading desks with context on which users and features are affected.

Sync product usage cohorts to Refinitiv for institutional client analysis

Export Heap behavioral segments—power users, dormant accounts, feature adopters—into Refinitiv datasets for institutional analysis. Combine product interaction patterns with client account data, portfolio holdings, or trading volume to understand engagement drivers across institutional clients.

Archive user interaction logs alongside market data for compliance audits

Automatically archive Heap event streams with timestamped Refinitiv market data snapshots. Maintain synchronized records of user actions and market conditions for regulatory compliance, audit trails, and post-trade analysis—no manual log consolidation required.

Generate performance reports combining feature usage with asset class activity

Build automated reports that merge Heap product engagement metrics with Refinitiv asset class performance, trading volume, and market trends. Understand which market conditions drive usage of specific analytics tools, charting features, or research modules without manual data stitching.

Live in four steps

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

01

Connect your accounts

Authorize Heap and Refinitiv 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 Heap's event schemas and behavioral data structures alongside Refinitiv's market data feeds, reference hierarchies, and time-series formats—no custom mapping required.

AI that speaks both product analytics and financial data

Redbird interprets Heap's auto-captured event properties, user segments, and conversion funnels while parsing Refinitiv's instrument identifiers, market data fields, corporate actions, and news metadata. The platform automatically aligns timestamps across behavioral events and market snapshots, handles RIC code resolution, and maps custom Heap properties to Refinitiv reference data. Whether you're enriching click streams with pricing data or segmenting users by instrument research activity, Redbird handles the schema translation.

Event property mapping
RIC & instrument resolution
Timestamp synchronization
Behavioral-to-market correlation
10×

faster than building custom pipelines to join behavioral logs with market data feeds

No ETL scripts to maintain. No manual timestamp alignment. No RIC lookup tables.

Auto-generated reports

Redbird can pull from Heap and Refinitiv 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 Heap or Refinitiv.

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 Heap into Refinitiv, or from Refinitiv back into Heap. 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 interaction in Heap or any market event in Refinitiv—Redbird handles the rest.

Heap
Triggers & Actions
Trigger

New conversion event recorded

Fires when a user completes a defined conversion or goal event in Heap.

Trigger

User segment threshold crossed

Triggers when a behavioral segment reaches a specified size or activity threshold.

Trigger

Funnel drop-off detected

Activates when drop-off rate in a conversion funnel exceeds defined limits.

Action

Create custom event

Log a new custom event in Heap with specified properties and user identifiers.

Action

Update user properties

Append or modify user-level properties in Heap with external data attributes.

Action

Export behavioral segment

Extract a defined user segment with interaction history and event properties.

Refinitiv
Triggers & Actions
Trigger

Market data threshold breach

Fires when instrument price, volume, or volatility crosses predefined thresholds.

Trigger

News alert published

Triggers when Refinitiv publishes news matching specified topics, companies, or severity.

Trigger

Corporate action announced

Activates on dividend announcements, stock splits, mergers, or other corporate events.

Action

Fetch instrument pricing

Retrieve current or historical pricing data for specified RICs or instrument identifiers.

Action

Query company fundamentals

Pull financial statements, ratios, ownership data, or company reference information.

Action

Log market data snapshot

Record timestamped market data points for correlation with external event streams.

Heap
+
Refinitiv

Ready to connect your stack?

See how Redbird AI syncs Heap behavioral data with Refinitiv market feeds—no integration engineers required. Start automating the analysis that connects user behavior to market reality.

Get started → Book a demo