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United StatesTechnology and telecom2024 – ongoing

FactSet

Internal formula-support AI integrated with NiCE CXone

FactSet reported 2X chat-agent productivity for formula support after integrating AI with CXone

WorkingVendor case studyVendor ↗

Problem

FactSet faced growing demand for help constructing data formulas. Maintaining its custom contact-center software also consumed engineering time.

Approach

Its engineers connected internal formula AI with the CRM and NiCE CXone in a shared chat interface. During formula-related conversations, the interface requested suggested answers that representatives could send to clients.

Results

2Xchat-agent productivity for formula support, reported in NiCE's customer studyVendor case study[1]
66%time savings on resolved chats, labeled a preliminary estimate by NiCEVendor case study[1]

Takeaway

The AI assisted representatives inside their existing conversations. The reported productivity improvement covered formula support rather than the entire support operation.

Categories

Business function
Customer service
Innovation type
Process innovation
Evidence
Vendor case study

Sources

Source summaries

[1]NiCEAug 2024

NiCE described integrating FactSet's internal formula AI into its support workflow. It reported doubled formula-support chat productivity and a preliminary estimate of 66% time savings.

Full details are in the original sources.

Added 1 Nov 2026 · Updated 1 Nov 2026
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