Project Smart Move FAQs

Questions from the Front Lines

Will clients’ saved stuff (screens, lists, etc.) on CIQ automatically work on S&P Cap IQ Pro?

S&P Capital IQ company-based Watch Lists are now available in S&P Cap IQ Pro. Users can import their Watch Lists from Capital IQ account to S&P Cap IQ Pro account with a single click. All migrated CIQ company-based lists can be used on relevant list driven pages and applications on the S&P Capital IQ Pro.
S&P Cap IQ Pro Office plug-in can be installed while having S&P Capital IQ Excel Plug-in, so that both plug-ins co-exist which will refresh respective functions and excel models.
Further instructions for migrating other custom material from Capital IQ to the S&P Capital IQ Pro will be made available as those functions are enabled.

Will RMs be responsible for all client touchpoints during Workflow Enrichment?

All relevant teams will be prepared to promote and assist with Workflow Enrichment, including Product Management, Marketing and Client Support.
However, should an RM decide that an account should receive a highly tailored experience around WE, we want you make that decision and execute accordingly.

Who can I go to for client demo/training support?

The Segment PMs can help with training on the main Workflow Enrichment features.
Industry Product Specialists can help with training on the SNL verticals. Please contact [email protected] to book a Specialist for training.

How did we select accounts for WE?

Product management took a first pass on candidates based on usage and attributes of users who would benefit from a targeted S&P Cap IQ Pro area. Criteria included things like whether they used PCD on CIQ, the CIQ mobile app, the RT dashboard, or work at a company in an SNL-covered industry. The list of accounts was reviewed by commercial leaders and accounts were added and removed.
You can find more detailed criteria in the Smart Move toolkit here.

What are the different ways a CIQ user can enter S&P Cap IQ Pro?

When logged into CIQ, click on the “S&P Capital IQ Pro” button at the top right.
When cap 785 is turned on (timed with marketing activities), a pop-up will appear on CIQ with a link to take you to S&P Cap IQ Pro.
Go to https://www.capitaliq.spglobal.com/ and register.

I need help formulating my S&P Cap IQ Pro client pitch. Who can help?

Your Segment PMs can help tailor your S&P Cap IQ Pro pitch to clients.