New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy
Sanoke Viswanathan
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
19 Watch · 1 plan not yet started
Their priorities
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
New Chief AI Officer and CTO appointments in 2026 to accelerate the platform strategy. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentified
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
Light. Data licensing. unverified
Cloud (AWS). Gen-AI products. Data platform. unverified
Competes with Bloomberg, LSEG and S&P for data. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentified
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
19 Watch · 1 plan not yet started
Their priorities
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
New Chief AI Officer and CTO appointments in 2026 to accelerate the platform strategy. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentifiednamed buyer
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
AI disruption of terminal and research workflows, plus seat pressure at banks.
President of the relevant business
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
19 Watch · 1 plan not yet started
Their priorities
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
New Chief AI Officer and CTO appointments in 2026 to accelerate the platform strategy. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentifiednamed buyer
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
AI disruption of terminal and research workflows, plus seat pressure at banks.
Head of Professional Services
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
19 Watch · 1 plan not yet started
Their priorities
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
New Chief AI Officer and CTO appointments in 2026 to accelerate the platform strategy. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentifiednamed buyer
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
AI disruption of terminal and research workflows, plus seat pressure at banks.
CTO
Name not on file · Plan buyer
Relationship
Not mapped
Likely agenda
Cloud & core, Data & analytics, AI & agents, Cyber & resilience
Account health
19 Watch · 1 plan not yet started
Their priorities
Sanoke Viswanathan (CEO since September 2025, ex-JPMorgan) is pushing AI-driven workflows (FactSet Mercury, AI-ready data, and an agentic Pitch Creator for bankers) and wealth growth. unverified
New Chief AI Officer and CTO appointments in 2026 to accelerate the platform strategy. unverified
Mid-single-digit organic ASV growth. Margin pressure from AI investment (FY2026 Q3-Q4 calls). unverified
Viswanathan succeeded Phil Snow in 2025. Helen Shan is CFO. Newly appointed Chief AI Officer and CTO (2026). unverified
Light. Data licensing. unverified
Recent news
No dated news on file. Check the brief's signals before the meeting.
Talking points
A new CEO, CAIO and CTO is a fresh team setting a platform roadmap, a good time to engage.
Plays to raise
AI product engineeringCost & operationsIdentifiednamed buyer
Why now: New CEO, plus a new Chief AI Officer and CTO to speed up its enterprise AI and platform strategy.
Ask: A 4-week joint go-to-market sprint ending in a signed plan: three named shared clients, one co-sold pursuit in the next quarter, and an agreed implementation-partner role.
AI disruption of terminal and research workflows, plus seat pressure at banks.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.