Connect Piano Analytics and
S&P Capital IQ with AI

Sync Piano Analytics audience data with S&P Capital IQ to enrich financial research with content engagement insights. Stop manually exporting traffic reports, matching company identifiers, and copying behavioral data into research workflows.

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.

SPI

Enrich investor relations analytics with S&P Capital IQ company profiles

When high-value visitors engage with IR content in Piano Analytics, automatically pull matching company financials and profiles from S&P Capital IQ. Build enriched datasets that combine audience behavior with firmographic and financial data for institutional investor analysis.

SPI

Track content engagement from portfolio companies and investment targets

Sync S&P Capital IQ watchlists and screening results to Piano Analytics segments. Monitor which companies on your research list are visiting your content, measure engagement patterns, and surface behavioral signals that complement financial analysis.

SPI

Alert analysts when target companies engage with research content

Trigger notifications when visitors from companies in your S&P Capital IQ portfolios or screens meet engagement thresholds in Piano Analytics. Surface timely behavioral signals—extended reading time, repeat visits, specific content consumption—that indicate heightened interest or changing sentiment.

SPI

Build audience-to-firmographic reporting for media intelligence teams

Combine Piano Analytics content performance and visitor segments with S&P Capital IQ company data to create detailed reports on which industries, company sizes, and financial profiles engage most with specific content types. Automate weekly or monthly intelligence briefings that merge behavioral and financial dimensions.

SPI

Archive engagement data for companies undergoing M&A or restructuring

When S&P Capital IQ flags M&A transactions or significant corporate events, automatically capture and archive historical Piano Analytics engagement data for those companies. Preserve behavioral baselines before organizational changes that may affect traffic patterns or content needs.

SPI

Automate investor sentiment tracking by combining web behavior and financial metrics

Cross-reference Piano Analytics subscription funnel data, content topic engagement, and session patterns with S&P Capital IQ financial performance metrics. Generate automated sentiment indicators that combine what institutional audiences are reading with how their companies are performing financially.

Live in four steps

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

01

Connect your accounts

Authorize Piano Analytics 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 understands Piano Analytics visitor properties, events, and custom dimensions alongside S&P Capital IQ company identifiers, financial data structures, and screening criteria—so your automations work across both systems without custom mapping.

AI that speaks both analytics events and financial data structures

Redbird's AI natively understands Piano Analytics page events, custom properties, visitor segments, and session hierarchies alongside S&P Capital IQ company identifiers (CIQ IDs), financial data points, screening templates, and API schemas. It automatically matches visitor domain data to company records, maps behavioral metrics to financial attributes, and handles the structural differences between event-stream analytics and normalized financial datasets. No need to build lookup tables or manually align identifier systems.

Piano Analytics events & properties
S&P Capital IQ company IDs & financials
Domain-to-company matching
Cross-system data normalization
10×

faster than exporting Piano Analytics CSVs and manually matching to Capital IQ records

No custom scripts, identifier mapping tables, or manual domain-to-company lookups required

Auto-generated reports

Redbird can pull from Piano Analytics 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 Piano Analytics 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 Piano Analytics into S&P Capital IQ, or from S&P Capital IQ back into Piano Analytics. 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 Piano Analytics event or S&P Capital IQ data change—Redbird handles the rest.

Piano Analytics
Triggers & Actions
Trigger

New visitor segment created

Fires when a custom behavioral segment is defined in Piano Analytics with specific traffic or engagement criteria.

Trigger

Content performance threshold met

Triggers when an article, page, or content group exceeds defined pageview, time-on-page, or conversion benchmarks.

Trigger

Subscription funnel drop-off detected

Fires when visitors from specific domains or segments abandon paywall or subscription flows at tracked steps.

Action

Create custom property for visitors

Add or update custom visitor properties in Piano Analytics with enriched data from external sources.

Action

Export behavioral data to external system

Push aggregated visitor, session, or event data from Piano Analytics to databases or reporting platforms.

Action

Tag sessions with company metadata

Apply custom tags or properties to Piano Analytics sessions based on matched company or firmographic attributes.

SPI
S&P Capital IQ
Triggers & Actions
Trigger

Company added to screening or watchlist

Fires when a new company meets screening criteria or is manually added to a monitored portfolio in S&P Capital IQ.

Trigger

Financial data updated for tracked company

Triggers when quarterly earnings, estimates, or key financial metrics are refreshed for companies in your research universe.

Trigger

M&A transaction or corporate event announced

Fires when S&P Capital IQ records a merger, acquisition, restructuring, or other significant corporate event.

Action

Pull company financials and profiles

Retrieve income statement, balance sheet, estimates, or company profile data from S&P Capital IQ for specified entities.

Action

Run screening query by criteria

Execute equity or private company screens in S&P Capital IQ based on financial, geographic, or industry parameters.

Action

Update company notes or custom fields

Write behavioral signals, engagement metrics, or external data into S&P Capital IQ custom fields or research notes.

Piano Analytics
+
SPI S&P Capital IQ

Ready to connect your stack?

Sync Piano Analytics and S&P Capital IQ to automate audience enrichment, investor intelligence, and content-to-financial reporting. Build workflows that combine behavioral insights with financial research—no engineering required.

Get started → Book a demo