π Feature of the Week: Org-Wide Intelligence Summary
In fast-moving markets, staying aligned as a team is everything.
That’s why we built Org-Wide Intelligence, your new command center for critical updates across the firm. Basis now surfaces the most relevant insights, activities, and trends happening across your research and investment teams, directly on your home screen.
Whether it's a shift in strategy, a major change in analyst sentiment, or urgent risk signals, you’ll see it all summarized in plain language and organized into clear sections:
Daily Summary: The big picture, synthesized from all firmwide research activity
Headline Wins: Key moments like rating changes, major insights, or strategy shifts
Attention Required: Red flags and risks that need leadership focus
It works like an internal intelligence analyst, constantly scanning team activity and surfacing what matters most so you’re never in the dark about what your analysts, PMs, or sector leads are flagging.
Use it to:
Identify actionable insights and internal signals faster
Keep leadership aligned without digging through Slack or meeting notes
Proactively manage risks and opportunities based on collective activity
πΈ Here’s what it looks like in action: