Project Smart Move FAQs

Questions from Clients

Train

What is the general talk track to use when informing clients that they have S&P Cap IQ Pro access?

Over the last few years, we’ve been hard at work developing our next-generation desktop platform, S&P Cap IQ Pro. While we’re still working on the platform, we’ve added a number of tools and datasets we think add value today, and we’d like to offer you access to S&P Cap IQ Pro to use in conjunction with your core workflow in CapIQ.

What if a client asks how much they are being charged for S&P Cap IQ Pro access?

There is no additional charge for participating in Workflow Enrichment – we are always looking for new ways to provide additional value to our clients.

What if a client asks about when CIQ is sunsetting?

Access the Parity and Sun-setting CIQ page for more information.

Are we migrating clients now? What should we say about migration if a client asks?

We are not migrating clients yet. We continue to invest in the S&P Capital IQ Pro and will stay in close contact with our clients around when we expect to begin the migration process.

How should I position tools like Screener that aren’t quite ready?

  • Tools like Screener are still a work in progress, and the user should be made aware of that should they ask. We fully expect them to continue to complete those workflows in CIQ.
  • While the purpose of Workflow Enrichment is to provide users with additional content and functionality, we welcome their feedback on “in progress” tools like Screener.
What’s included in the subscriptions that clients will receive?

Details can be found in our product package reference guide. Please note that neither LCD nor AMR are included in either package.

Will this change a client's contract price or will they eventually be charged for access?

Our mission is to provide you with differentiated data via flexible delivery options (like the S&P Capital IQ Pro). We use a price-to-value approach to determine contract and renewal prices. This approach looks at company size, performance, usage, use cases, and other factors.. If you have specific questions about your contract, I’d be happy to connect you with your Relationship Manager.

A CIQ-only client may ask “will you be charging me twice if I use S&P Cap IQ Pro in addition to CIQ?”

The answer is no – while we’ll continue to use the price-to-value approach, S&P Cap IQ Pro is our platform of the future which all CIQ clients will eventually be on, and we won’t be “double charging” during the WE period where they’re using both platforms. We want clients to become comfortable with the new platform and take advantage of its functionality now.

A Market Data person who has access to both CIQ and S&P Cap IQ Pro may ask “can I expect to see cost savings once my CIQ users move to MI, as then we’ll only be using a single platform?”

The answer is no – we expect CIQ users will be able to derive at least the same amount of value – if not more – once on S&P Cap IQ Pro due to expanded content. Similar thing for current S&P Cap IQ Pro users – they’ll benefit from the addition of CIQ data and tools, plus new content we’re continually adding (e.g. SME data starting in Q2)


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