- Annual reports and investor communications
- Earnings calls and executive presentations
- Strategic planning documents and board communications
- Public statements and press releases
Risks are extracted from risk management sections in annual reports, earnings call discussions, regulatory filings, and executive commentary about potential business challenges.
Where You’ll See Risks
- Overview tab: Featured in the main account summary
- Custom Insights: When searching for business challenges
- Engage tab: Used in problem-solution positioning
- AI Assistant: Referenced in risk mitigation queries
Common Risk Categories
Market & Competitive
Competition pressure, market disruption, customer churn, pricing challenges
Operational & Technology
System failures, cybersecurity threats, supply chain disruptions, skill gaps
Financial & Regulatory
Economic downturns, compliance requirements, currency fluctuations, funding constraints
Strategic & Execution
Integration challenges, cultural resistance, project delays, resource constraints
How Risks Are Generated
Risks are identified through AI analysis of:- Annual reports and investor communications
- Earnings calls and executive presentations
- Strategic planning documents and board communications
- Public statements and press releases
Quick Actions
Analyze Account Risks
Review specific risks for your target accounts
Generate Content
Create messaging around risk mitigation
Ask AI Assistant
Get insights on addressing specific risks
