Case Study: RGA Investment Advisors achieves hours saved and streamlined research workflows with AlphaSense

RGA Investment Advisors Saves Hours with Sentieo’s Document Search and Research Management Features

RGA Investment Advisors, a long‑term, low‑turnover growth equity firm, needed a more powerful document search plus tagging and annotation capabilities to streamline research and collaboration. Previously reliant on Bloomberg, the team sought a web‑native platform for reviewing filings and transcripts and for pulling as‑reported data into Excel—challenges they addressed by adopting AlphaSense and its research management tools.

AlphaSense delivered document search, shared notebook/highlighting, watchlists, alerts, redlining and Excel data extraction (equity data/summary pages), which the RGA team uses multiple times daily. As a result, RGA eliminated a Bloomberg license, regained hours in their workflow, improved team collaboration and recall, and sped up financial-model population and filing comparisons—demonstrable time savings and reduced vendor costs from AlphaSense’s deployment.

RGA Investment Advisors

Jason Gilbert

RGA Investment Advisors