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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 content of these are then recorded, noted and analyzed within teams is often anything but routine. 

We’re always working hard to make Bipsync as fast and efficient as possible for users. In this post, we are going to explore the various ways that users can set-up an earnings call workflow to make it easier than ever to capture and manage earnings data in a consistent, automated way, and ensure it meets regulatory compliance standards. This allows teams to more efficiently manage and review earnings calls at scale throughout the year, freeing up time and focus for other tasks.

Optimizing the earnings call workflow for accuracy, efficiency and performance

Bipsync empowers users to manage their earnings events directly within Bipsync via a calendar add-in (e.g. Outlook) or from another API-based source, capturing key event details within a few clicks.

All associated analysts and team members will get an alert telling them when the earnings call is set to kick off, as well as directions to the calendar event in the Bipsync dashboard, and a prompt to create a new note for the event.

Within this workflow, the note created can be configured to be a note template where key fields will already be populated from metadata within the calendar event. Fields associated with the earnings call template could include, for example, company, date, attendees, view (i.e. bull/bear), sentiment (positive, neutral, negative), and position change (upsize, downsize, neutral).

Once the call has begun, analysts can take notes within the Bipsync note editor and even attach any relevant documentation as PDFs and annotate directly on the document using our PDF Annotation Clipper. When they’re done, they can share their note – and using our Rules Engine – the platform can automatically trigger an alert for PMs, CIOs, or other relevant parties, letting them know that a new earnings note is ready for review.

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

An example quarterly financial report with annotations and analyst notes captured in the note body.

Lean on and learn from a deep well of earnings data

After any event, earnings notes can be plotted against historical price charts within Bipsync, allowing all parties to see the decisions and views taken by the analyst or trader, check them against historical decisions, and decide whether their latest assessment is in line with how they perceived the stock performance. 

A chart within a Bipsync dashboard plotting changes in stock price

A chart within a Bipsync dashboard plotting changes in stock price

For example, users will be able to see that the analyst ‘Colleague A’ created a note around AAPL’s Q2 earnings on August 5th, 2023, describing it as Bearish and recommending they downsize their position. With the opportunity to reference against a relevant price chart, they’ll see the recommendation proved to be accurate on this occasion as the stock slipped 12% in the following 5-day trading period. A portfolio manager or chief investment officer can easily look back on this and compare with earlier and/or subsequent earnings calls should they find themselves questioning Colleague A’s analysis in the future.

To streamline that process, this and other earnings notes can then be aggregated into a deep dive report on the overall outcomes and analytics of each earnings call for the use of management, C-suite, or other relevant parties. Compiled in a simple, easy-to-navigate PDF, each report details relevant data from each earnings call, including – for example – date, company, analyst, view, sentiment, position change, accompanying notes and 1-day / 5-day stock changes. The precise reporting parameters can be geared to bespoke requirements.

From start to finish, the intuitiveness of this common workflow by analysts within Bipsync not only saves users precious time, but it also promises to make the management and navigation of the data captured in those notes an effortless endeavor, allowing them to find and learn from critical earnings data to continuously improve performance.

Compliance as a standard

With a built-in audit trial, Bipsync facilitates reporting for compliance throughout the entire earnings workflow. For example, if the Compliance Officer mandates that all meeting notes must be added to Bipsync within – let’s say 5 days – after the earnings call occurs, the Compliance Officer can run a report after day 5 to identify every user who has and/or has not met the requirement.  Using the Rules Engine, we can configure the report to run based on a cadence that the Compliance Officer chooses, providing a list of all earnings events from the previous pre-defined amount of weeks that do not have an associated note with them in Bipsync. 

Want to try Bipsync for yourself?

These are only a few examples of how we can configure Bipsync to fit your earnings workflow needs.  If you’re interested in seeing how else we customize the platform to match your process, get in touch or book a demo with us today.