S&P Global Launches S&P Capital IQ Pro Document Intelligence on Salesforce's AgentExchange, Transforming Document Analysis with Generative AI

Rhea-AI Summary

S&P Global (NYSE: SPGI) launched S&P Capital IQ Pro Document Intelligence on Salesforce's AgentExchange on October 14, 2025. The GenAI-powered tool integrates S&P Global transcripts and regulatory filings into Salesforce, delivering real-time insights, sentiment analysis, and risk evaluation directly in CRM workflows.

Users can generate emails, create events, and update account strategies from document insights. The app is available for trials via AgentExchange; full access requires a S&P Global Market Intelligence license.

Positive

• Integrates S&P transcripts and filings into Salesforce CRM
• Delivers real-time insights and sentiment analysis via GenAI
• Enables email generation, event creation and account updates
• Available for AgentExchange trials for quick evaluation

Negative

• Full functionality requires a S&P Global Market Intelligence license
• Tool is limited to Salesforce AgentExchange/Agentforce ecosystem

Insights

Product & Partnerships Analyst

S&P Global's integration of S&P Capital IQ Pro Document Intelligence into Salesforce's AgentExchange strengthens workflow embedding and expands distribution of its GenAI document tools.

This puts S&P Capital IQ Pro Document Intelligence directly inside Salesforce's AgentExchange, enabling users to extract insights, sentiment and generate CRM actions from transcripts and filings without leaving their CRM. The move leverages the AgentExchange/Agentforce delivery model to make S&P's transcripts and filings data accessible within existing enterprise workflows, simplifying adoption and increasing utility for account and sales teams.

Key dependencies and risks include licence gating (full access requires a S&P Global Market Intelligence license) and the need for customers to adopt AgentExchange/Agentforce; successful uptake depends on integration fit and trial conversions. Watch for trial availability on AgentExchange and subsequent licensing adoption over the next few quarters as indicators of commercial traction.

New Tool Delivers Real-Time Insights and Sentiment Analysis Directly in Salesforce

NEW YORK, Oct. 14, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the launch of S&P Capital IQ Pro Document Intelligence on Salesforce's AgentExchange, a solution that will help customers simplify the analysis of company documents. Building on the power of Generative Artificial Intelligence (GenAI), this new tool helps users quickly extract insights, evaluate risks and gauge sentiment from earnings call transcripts and regulatory filings.

Building on long-term collaboration with Salesforce's Independent Software Vendor (ISV) program, the tool can be accessed through AgentExchange. AgentExchange is Saleforce's agentic AI marketplace and natively extends Agentforce, its digital labor platform that enables enterprises to augment workers with AI agents.

The S&P Capital IQ Pro Document Intelligence GenAI tool integrates S&P Global's transcripts and filings data to provide insights, sentiment analysis and more directly within Salesforce. This enables users to quickly analyze critical documents directly in their Customer Relationship Management (CRM) tool, improving productivity. With these insights, users can easily generate emails, create events, and update account strategies in response to market and company changes.

"Insight on clients, prospects, partners and peers can serve as a competitive advantage, generating opportunities for new sales and in supporting risk mitigation," said Justine Iverson, Head of Corporates and AI for Data & Research, S&P Global Market Intelligence. "This offering enables that and demonstrates our commitment to meeting clients where they work and to extend the S&P Capital IQ Pro experience into technologies such as Salesforce's Agentforce."

Agentforce customers will be able to install the S&P Capital IQ Pro Document Intelligence application from the AgentExchange for trials, with full access available with a S&P Global Market Intelligence license.

"AgentExchange enables customers to seamlessly integrate trusted AI solutions within their workflows," said Brian Landsman, CEO of AppExchange and Global Partnerships. "Now companies can directly tap the expertise of our partner ecosystem to get the right industry-specific solutions like S&P Capital IQ Pro Document Intelligence, so they can build and implement AI agents, and be the pioneers transforming their businesses into Agentforce companies. We appreciate how ISV partners such as S&P Global continue to innovate to solve customer challenges with their unique expertise."

Operated within the Market Intelligence division within S&P Global, S&P Capital IQ Pro is S&P Global's flagship data and analytics platform offering access to deep, meaningful data on the global financial markets, companies and industries that help market participants make informed decisions.

For further details on how to leverage S&P Global's trusted data to enhance your workflow, visit the S&P Global Marketplace or Salesforce AgentExchange to learn more.

Learn more about Artificial Intelligence at S&P Global:
https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence

Media Contact

Orla O'Brien
S&P Global
+1 857 407 8559
orla.obrien@spglobal.com

Amanda Oey
S&P Global Market Intelligence
+1 212 438 1904 
amanda.oey@spglobal.com
press.mi@spglobal.com

About S&P Global
S&P Global (NYSE: SPGI) provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.

We are widely sought after by many of the world's leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world's leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com.

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SOURCE S&P Global

FAQ

What did S&P Global (SPGI) launch on October 14, 2025?

S&P Global launched S&P Capital IQ Pro Document Intelligence on Salesforce AgentExchange.

How does SPGI's Document Intelligence integrate with Salesforce?

It integrates S&P transcripts and regulatory filings to deliver insights and sentiment analysis directly in CRM workflows.

Can companies try S&P Capital IQ Pro Document Intelligence before buying?

Yes, AgentExchange offers trial installation; full access requires a S&P Global Market Intelligence license.

What CRM actions can users perform from insights with SPGI's tool?

Users can generate emails, create events, and update account strategies from analyzed documents.

Is S&P Global Document Intelligence available outside Salesforce AgentExchange?

The announcement specifies availability through Salesforce AgentExchange and Agentforce integration.

Which S&P Global division operates Capital IQ Pro?

S&P Capital IQ Pro is operated within S&P Global Market Intelligence.