This meeting provided an in-depth demonstration of Perplexity's capabilities for the finance sector, including new integrations, data privacy controls, and product features such as Spaces and dashboards.
Key topics included leveraging web and third-party data sources, customizing research workflows, ensuring security and privacy, and upcoming feature releases.
Attendees asked questions about integrations, data privacy, source control, prompt engineering, and international data.
The team highlighted recent and planned product launches, and confirmed follow-up actions such as sharing recordings, sample Spaces, and security resources.
Action Items
As soon as possible – Brooker: Share the meeting recording and demo Spaces with all attendees.
As soon as possible – Brooker: Share the trust.perplexity.ai security and privacy overview link in the follow-up email.
This week – Brooker: Announce and provide guidance on the SharePoint integration launch.
Ongoing – Product Team: Collect integration requests (e.g., Pitchbook, Bloomberg) from customers for prioritization.
Ongoing – Product Team: Continue building and launching new data integrations as requested by users.
Product Overview & Use Cases
Perplexity replaces standard search by breaking down queries, sourcing from multiple web and third-party sources, ranking and feeding snippets to the optimal foundational AI model.
Integration with FactSet and Crunchbase allows prioritized, trusted financial data queries, available to subscribers of those services.
Deep Research mode provides reasoned, iterative analysis similar to a first-year analyst, useful for complex research questions.
Live earnings transcript integration and AI-generated summaries enable real-time finance monitoring, data charting, and reporting.
The Finance Dashboard provides market-wide updates, sentiment analysis, mover explanations, and supports individual watchlists.
Spaces allow users to create repeatable research templates, include pre-prompts, custom links, internal files, and collaborate across teams.
Internal document uploads (including memos, 10-Ks, etc.) can be indexed and analyzed in Spaces or combined with web/third-party data.
Integrations & Data Sources
FactSet and Crunchbase integrations now live; expansion to other providers (e.g., Pitchbook, Bloomberg) based on user demand.
Users can authenticate third-party data sources via Perplexity to gain access to premium data.
Spaces support adding custom web links, restricting searches to specific sites, and focusing on industry- or company-specific sources.
Users can control which sources to include/exclude in research, and can manually remove or prioritize sources per query or template.
Privacy, Security, and Collaboration
All user data and uploaded files are encrypted, with retention customized based on upload method and organization-level settings.
Spaces and files are private by default; sharing can be enabled with role-based access for viewers or collaborators.
Organization admins can adjust data retention policies, user permissions, external sharing, and document upload capabilities.
Comprehensive privacy and security practices are detailed at trust.perplexity.ai.
Prompt Engineering & International Data
Perplexity auto-generates research plans and selects optimal prompts/models; users can guide outputs by providing detailed prompts or specifying data sources.
For international finance research, users are advised to create Spaces with region-specific IR or government links for more relevant data.
Source focus, link prioritization, and custom templates help address limitations where structured international data is not readily available.
Product Roadmap & Feedback
Upcoming features include SharePoint integration, expanded personalization for the Finance Dashboard, and additional foundational model choices (e.g., Grok 3).
Users are invited to submit integration requests and suggest additional features/templates directly to the team for development prioritization.
Decisions
Continue prioritizing new third-party data integrations — based on direct customer requests and product feedback.
Maintain privacy and role-based access by default on all Spaces and documents — to align with enterprise requirements and user expectations.
Open Questions / Follow-Ups
What are the top-priority requested integrations from current customers?
Are there additional privacy or data residency requirements from international clients?
When exactly will users be able to fully personalize the Finance Dashboard with their uploaded portfolios?
Can product provide more granularity in file retention options (e.g., shorter or rolling retention in Spaces)?