S&P Global Expands AI Capabilities in Capital IQ Pro Update

The enhanced ChatIQ experience serves as the centerpiece of this release, allowing users to query company, credit, and economic data through natural language. Beyond simple search functions, the platform now features an AI-powered assistant for Excel modeling and a tool for generating data-driven PowerPoint slides, currently available in Labs. These additions aim to consolidate workflows that previously required toggling between multiple applications.

S&P Global is also broadening the platform’s analytical depth across several asset classes. New features include a custom benchmarking tool for private markets, integration of Markit’s Global Sector Curves for fixed income analysis, and redesigned corporate profiles for credit reviews. Additionally, a beta version of Portfolio Insights allows users to map portfolio returns against real-time market developments and earnings context. According to Whit McGraw, Head of Platforms at S&P Global Market Intelligence, the strategy centers on embedding AI into the existing workflow while maintaining the data quality and transparency expected by institutional clients.