Case Study

RGA Investment Advisors Saves Hours with Sentieo’s Document Search and Research Management Features

RGA Investment Advisors Saves Hours with Sentieo’s Document Search and Research Management Features

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RGA Investment Advisors Saves Hours with Sentieo’s Document Search and Research Management Features Challenge The desire for a more powerful document search and the need for document tagging and annotation abilities were the primary reasons that the RGA team wanted to switch to Sentieo. Prior to Sentieo, they were using Bloomberg. They have since removed a Bloomberg license, as Sentieo has rendered it redundant. “Nothing else on the market came close to offering us a streamlined and collaborative platform for reviewing and annotating company documents and transcripts. We were intrigued by Sentieo’s impressive capability to pull as-reported data into Excel. A web-native, cloud platform was a big plus.” - Jason Gilbert, RGA Investment Advisors RGA Investment Advisors run a long

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