S&P Global adds AI-powered document tool to Capital IQ Pro via Farsight partnership

S&P Global Market Intelligence announced a strategic partnership with Farsight, a financial deliverables platform, to integrate AI-powered document generation directly into Capital IQ Pro, the company's core intelligence platform for bankers and investors. The capability will launch later this year as an add-on product and will automatically generate client-ready materials—including pitch decks, confidential information memoranda (CIMs), and valuation materials—tailored to each firm's own templates, prior work, and quality standards.

The new tool works by drawing on a firm's previous deliverables and proprietary frameworks to produce highly customized, ready-to-send documents. This allows clients to accelerate the document preparation phase of their workflows while ensuring that outputs reflect the firm's distinctive judgment and standards. S&P Global is also making a minority investment in Farsight as part of the partnership, signaling long-term commitment to the collaboration.

Sally Moore, Chief Client Officer and Co-Head of Market Intelligence at Kensho Data & Platforms (S&P Global's newly formed division combining client-facing tools and AI capabilities), said the capability exemplifies how Capital IQ Pro is evolving to deliver "differentiated, AI-native workflow experiences" by combining trusted data with tailored deliverable creation. Samir Dutta, CEO of Farsight, framed the partnership as moving beyond data access: "The industry has spent years competing on access to data. The next frontier is helping firms turn that data into client-ready work that reflects how they think, advise and make decisions."

The launch builds on S&P Global Market Intelligence's recently announced operating model, designed to integrate AI-powered tools and workflows more deeply into its suite of products. The company frames this as helping clients "move from insight to action with speed and confidence," positioning the Farsight partnership as a concrete example of how proprietary intelligence can be made easier to access, connect, and act on through AI.

S&P Global's move reflects a broader shift in financial intelligence platforms toward embedding AI directly into client workflows rather than simply offering data access. The partnership with Farsight—a specialist in generating client-ready financial documents—allows S&P Global to combine its proprietary market data and research with AI automation that respects each firm's unique judgment, templates, and quality standards. This addresses a critical pain point: bankers and investors spend significant time converting raw intelligence into polished client materials, a process that has historically been manual and labor-intensive.

The investment also sits within S&P Global's recently announced operating model shift for its Market Intelligence division, which seeks to pair data depth and domain expertise with integrated AI tools. By positioning the capability as an add-on to Capital IQ Pro—rather than a standalone product—S&P Global aims to deepen customer engagement and lock in workflow efficiency gains at the point where clients already consume financial intelligence. The emphasis on maintaining firm-specific standards and templates signals that S&P Global understands clients will adopt AI only if it preserves their distinctive advisory voice and quality benchmarks.

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