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ON-DEMAND WEBCAST: Powering Customized Applications and Financial Models with FactSet APIs

As our clients continue on their own digital transformation journeys, concordance, speed, flexibility, and customization are more important than ever before. This is why we set out to offer a library of APIs which can be used to enrich clients’ applications and digital portals with FactSet’s content, analytics, research, and risk modeling.

In this quick, 10 minute webinar, you will learn how to leverage FactSet APIs to:

  • Identify winning investment opportunities
  • Translate a security selection framework into a model portfolio
  • Evaluate that portfolio’s strengths and weaknesses as compared to a benchmark
  • Generate presentation-ready documentation for the newly created portfolio

Download the recording to learn how FactSet APIs can streamline common front, middle, and back office processes.

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Speakers

Host

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Paul Casillo

Lead Sales Engineer, Developer Advocacy and Data Architecture

FactSet

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Brad Franklin

Vice President, Senior Product Strategist

FactSet

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Marissa Maffa

Senior Product Manager

FactSet

Host

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Paul Casillo

Lead Sales Engineer, Developer Advocacy and Data Architecture | FactSet

Mr. Paul Casillo is Lead Sales Engineer, Developer Advocacy, and Data Architecture at FactSet. He began at FactSet in 2007 as a Sales Engineer and in his current role, his primary focus is on building technology partnerships and next generation enterprise solutions with the full suite of FactSet’s technology, content, applications, and people. Mr. Casillo earned a B.S.  in Computer Science from Penn State University.

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Brad Franklin

Vice President, Senior Product Strategist | FactSet

Mr. Brad Franklin is Vice President, Senior Product Strategist at FactSet. In this role, he develops the strategy of FactSet’s content delivery products, which include APIs, SDKs, data feeds, and developer solutions. Prior to this role, he was a Senior Sales Specialist selling FactSet's data feed solutions across a variety of workflows in Asset Management, Wealth Management, Insurance, Pension Funds, Corporates, and Brokerage firms across the Americas. Mr. Franklin joined FactSet in 2007, earned a B.A. in Economics from the University of Richmond, and a Master of Science in Data Science at Northwestern University.

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Marissa Maffa

Senior Product Manager | FactSet

Ms. Marissa Maffa is a Senior Product Manager at FactSet. She joined Factset in 2008 and in her current role, leads the development of FactSet's Analytics API products, which offer clients the flexibility to create new digital solutions powered with best-in-class portfolio analytics. Prior to this role, she was a Product Manager for FactSet's Portfolio Guide and Portfolio Publisher products. Ms. Maffa earned a B.A. in Economics from Providence College and is working towards a Master of Science in Business Analytics at Fordham University.

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