Kathy Greenspan | Driven by FactSet

At its core, FactSet is a data company—and that's what makes its AI strategy work. FactSet's Kathy Greenspan takes a ride with special guest host Dan Nathan to discuss build versus buy in AI, why clients are extending trusted partners rather than starting from scratch, and how FactSet content is moving into the new environments where investment work now happens. Recorded at #FactSetFOCUS 2026, this conversation covers agentic workflows in financial services, the case for meeting clients inside LLM interfaces and hyperscaler environments, and why a unified data experience—combining FactSet content, client proprietary data, and third-party sources—is becoming a requirement rather than a feature. About Driven By FactSet: Driven by FactSet is a series of unscripted conversations with the people building FactSet. Watch as FactSet senior leaders take a ride and talk shop, career, and where the industry is headed, without the slide deck. Chapters: 00:00 - Introduction 00:12 - Earnings season and information overload 00:30 - Using AI to distill information while keeping humans in the decision 00:46 - What makes the FactSet platform unique 01:05 - Client trust as a product development advantage 01:25 - How clients use FactSet data with prompts and specialized queries 01:52 - Meeting clients in new environments, including OpenAI and hyperscalers 02:31 - Build versus buy for AI in financial services 03:13 - Will LLMs replace financial data platforms? 03:20 - Building a unified data experience 03:45 - Biggest takeaway—clients want their data partner to succeed Learn more about FactSet's AI solutions: https://factset.com/ai #AgenticAI #FinancialData #AIinFinance