Product Overview of Intelligize (LexisNexis)
Intelligize, a web-based compliance management solution offered by LexisNexis, is designed to streamline legal search processes, enhance regulatory compliance, and provide comprehensive business intelligence. Here’s a detailed look at what Intelligize does and its key features.
What Intelligize Does
Intelligize is tailored to support various industries, including law firms, corporations, accounting and consulting firms, and academic institutions. It facilitates the collection, analysis, and connection of a broad range of documents and data, such as SEC filings, comment letters, corporate presentations, earnings call transcripts, and more. This platform is essential for staying compliant, building stronger deals and agreements, monitoring competitors, and delivering value to shareholders or clients.
Key Features and Functionality
Document Collection and Analysis
- Intelligize automatically links and organizes SEC disclosure documents, including filings, comment letters, SEC interpretations, and statutes. It also integrates FASB codifications, AICPA, IFRS, and PCAOB standards, ensuring all relevant information is accessible in one place.
Advanced Search and Analysis Capabilities
- The platform features advanced search technologies, including the newly introduced Intelligize AI, which enhances Boolean searching with variations and high-confidence substitutes. It also includes conceptual search technology that goes beyond traditional keyword searches to intuitively discover the most relevant documents based on underlying query concepts.
Visualization and Benchmarking
- Intelligize offers robust visualization tools that provide high-level overviews and detailed graphical breakdowns of topics. Users can benchmark peer disclosures and agreements, track SEC comment letters and trends, and compare information across multiple companies seamlessly.
Customizable Workflows and Alerts
- Users can navigate through different sources and documents for one or more competitors via a customizable homepage. The platform allows for creating alerts across multiple content sets to get notified of important news, events, and activities, mitigating the risk of missing vital information.
Peer Search and Comparison
- The one-click Peer Search feature enables users to extract peers from a company’s proxy and save them as customized lists. This functionality supports comparing financials, ratios, and disclosure language across up to 10 companies.
Regulatory Compliance and Risk Mitigation
- Intelligize helps users ensure compliance by collecting, analyzing, and connecting related documents such as SEC filings, comment letters, and accounting standards. It also provides tools to monitor competitors and identify regulatory trends to mitigate risks.
Integrated Content
- The platform includes a wide range of connected information, such as earnings call transcripts, investor presentations, news, financial data, ownership details, corporate event calendars, estimates, analyst reports, and corporate governance documents. This integrated content helps build deeper intelligence on competitors and supports market research, competitive intelligence, and investor relations workflows.
Collaboration and Support
- Intelligize offers collaboration tools like notepad and shared notes functionality, allowing users to work together effectively. The platform is supported by knowledgeable subject matter experts, including research teams, account management, and knowledge management teams, which provide training and research support.
In summary, Intelligize is a powerful tool that streamlines compliance management, enhances market research, and provides advanced analytical capabilities, all within a user-friendly and intuitive interface. Its comprehensive features make it an indispensable resource for professionals in various industries seeking to make strategic decisions, mitigate risks, and optimize their compliance strategies.