The Bipsync Blog

What we’re doing and thinking

October 2, 2023 in Technology

A faster, more consistent way to manage earnings call data at scale

Capture, share, and report on earnings data in a flash with Bipsync   Earnings calls are a routine, calendarized activity for investment professionals to prepare for, but the way the…

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September 20, 2023 in Life at Bipsync

A coffee with… Zach Warner

The possibilities are endless when you’re this curious about everything   Name: Zach Warner Role: Technical Account Manager Coffee: Well, that depends… Nespresso machine: Stormio with milk Starbucks: Unsweetened hazelnut…

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August 30, 2023 in Compliance

How Bipsync minimizes the risk of SEC fines

This month saw some of the world’s biggest broker-dealers fined a collective $555million by the US Securities and Exchange Commission (SEC). The offense? “Widespread and long standing failures” surrounding their…

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August 22, 2023 in Life at Bipsync

Bipsync is proud to support The JED Foundation for 2023-2024 charitable giving

We are thrilled to announce The Jed Foundation as our charity partner for 2023-2024!  The Jed Foundation (JED) is dedicated to protecting the emotional health and preventing suicide for the…

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August 17, 2023 in Product News and Updates

RMS 221: Mapping Canoe documents by tags

Release 221 of the Bipsync Research Management System (RMS) is now available. Map Canoe Documents By Tag Our Canoe integration has proved popular since it was released last year. We’ve…

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August 15, 2023 in Announcements

Bipsync and Lionpoint Group announce strategic partnership

The partnership brings research management, CRM and workflow automation best practices to mutual clients in private markets   New York, NY – August 15, 2023 – Bipsync (“Bipsync”), a leading…

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August 10, 2023 in Life at Bipsync

A coffee with… Geraint Owen

Every percentage point counts for this master of precision   Name: Geraint Owen Role: Lead QA Engineer Coffee: No thanks – hot chocolate! If you hadn’t guessed it from his…

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August 1, 2023 in Announcements

Bipsync strengthens commitment to customer success with Red Arris partnership

Addition of leading tech consulting firm to Bipsync’s partner ecosystem will enhance onboarding experience for mutual clients NEW YORK, August 1, 2023 — Bipsync, a leading provider of research and…

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July 26, 2023 in Product News and Updates

Introducing iOS Home Dashboard

Our continuing efforts to make Bipsync applications as accessible and insightful as possible – at your desk or on the move – have passed another milestone with a major new…

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July 19, 2023 in Product News and Updates

Features in Focus: Improved note exports and user management

The latest improvements to the Bipsync RMS better equip users and admins to harness the power of the platform and tailor it to their unique requirements autonomously, avoiding requests to…

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