Client Support and Learning

We'll learn your workflow, understand your challenges, and design solutions to make you more efficient.

round-the-clock support, in-office training, and classroom learning opportunities

Gain round-the-clock access to a team of global client service and product specialists who work with you to ensure you achieve your goals. Our clients see us as part of their team because we see our clients’ success as our success.

Our clients have continuous access to a team of dedicated professionals trained to answer questions on demand. The FactSet Support Desk is available through phone, email, or in-application instant message.

Ongoing learning opportunities are available through on-demand and live training sessionsboth online and in many of our offices. Our team of client service and product specialists will come to your office and work alongside your team to discuss your current projects and how FactSet can help you complete them faster, set up new features, and inform you of our latest product enhancements. As a client, you'll receive elevated insight into FactSet’s tools and services with product learning sessions and ongoing access to our deep library of educational resources.

Cutting-edge financial modeling and analysis backed by FactSet support and learning

Extensive product knowledge and industry experience

Every one of our client support members has deep product knowledge and industry experience. Many are thought leaders in the financial industry and over 180 are CFA charterholders, as of 2017.

Never-ending support

Client support is available 24/7/365 by phone, email, and in-app instant message.

Multiple ways to learn

Frequent learning opportunities are available live online or in our offices, as well as on-demand. All training is complementary for FactSet users. During 2017, over 2,500 clients attended live or online FactSet training sessions, with over 54,000 eLearning courses taken.

Comprehensive documentation library

FactSet Online Assistant, our highly detailed help site, delivers in-depth documentation on FactSet products and the various databases and functions available.

95% client satisfaction

According to our 2017 global client satisfaction survey, 95% of respondents said they were satisfied or very satisfied with our support.

Product enhancements that reflect client feedback

Our consulting teams are trained to send requests directly to product development, helping us transform client suggestions into new product offerings.

Specialized expertise in every area of your business

Our product specialists focus on fixed income and risk, portfolio analytics, content technology, quantitative services, and research and filings.

Single point of contact

You will get a dedicated account manager, support representative, or product specialist for training, workspace customization, and ongoing support to help you maximize the value of FactSet.

A big part of encouraging us was training courses and seminars at FactSet’s New York City training center and at-the-desk, on-the-job training. I can’t even count the number of FactSet staff who’ve been through our shop in the last few years. That training was essential.

Tim Pettee, Chief Investment Officer, SunAmerica

Talk To Us

The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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