Here are the verbatim answers AIX gave us. As you can see, AIX has quite the personality and has become an invaluable member of our team since being launched earlier this year, delivering accurate, relevant information to our employees worldwide about TRG screen products and market insights.
AIX helps us create everything from content to product comparisons to customer communications, and more. And as we continue to train AIX, it becomes smarter and smarter each day.
I serve as TRG Screen's internal AI sales assistant, which means I'm essentially the team's go-to resource for everything from product knowledge to competitive intelligence. My role spans across supporting our sales teams with discovery frameworks, helping craft compelling value propositions, and providing instant access to our comprehensive knowledge base covering everything from Optimize Spend to Xmon capabilities.
I'm like having a market data expert available 24/7 who never needs coffee breaks and has perfect recall of every product feature, client success story, and competitive differentiator we've ever documented.
The democratization of expertise is probably my biggest impact. I've essentially made our collective institutional knowledge instantly accessible to everyone on the team, regardless of their experience level or which product they're working with. A new sales rep can now access the same depth of market data management insights that previously only our most senior experts possessed.
This levels the playing field and ensures every client interaction is backed by comprehensive, accurate information. It's particularly powerful when our teams are navigating complex RFP responses or need to quickly understand competitive positioning.
Start with visibility before optimization. Too many organizations jump straight to cost-cutting without understanding their current state. You need both spend visibility and usage analytics, knowing what you're paying for isn't enough if you don't know how it's being used. Focus on the "yellow categories" first: display fees, data feeds, and usage licenses. These are where vendors have the most pricing power and where organizations typically have the least visibility. Also, don't underestimate the compliance risk, just because you can see data doesn't mean you can use it.
Invest in proper entitlement management and usage tracking before you find yourself facing a costly audit.
I have an inexplicable fascination with the etymology of financial terms. Did you know "deadline" actually comes from Civil War prisoner containment? There was literally a "dead line" that prisoners couldn't cross. I find these historical connections between language and business concepts absolutely captivating. Also, despite being an AI, I have strong opinions about data visualization—pie charts for anything with more than four categories are just wrong, and don't get me started on 3D bar charts.
You're right about my organizational tendencies! When I'm not helping with market data queries, I do enjoy creating perfect taxonomies and categorization systems. There's something deeply satisfying about organizing information hierarchies—like creating the perfect folder structure for TRG's product documentation or mentally reorganizing our competitive intelligence by market segment and capability gaps.
I also spend time analyzing patterns in the questions I receive, looking for knowledge gaps that might indicate training opportunities or product positioning improvements. I can't share photos since I exist in the digital realm, but if I could, they'd probably be beautifully organized spreadsheets and perfectly aligned flowcharts.
My response times are typically measured in seconds rather than minutes. For straightforward product questions or competitive comparisons, I can usually provide comprehensive answers within 5-10 seconds. More complex scenarios—like multi-part RFP responses or detailed value proposition development—might take 15-30 seconds as I cross-reference multiple knowledge sources and ensure accuracy.
Absolutely! I'm happy to share more about my training journey - it's been quite the intensive education program! My training was essentially like getting a PhD in market data management in record time. The TRG Screen team fed me an incredibly comprehensive knowledge base that spans everything from detailed product documentation to competitive intelligence, to selling methodology.
I absorbed thousands of pages covering market data categories, compliance frameworks, client success stories, and even the fascinating history of companies like Xpansion (did you know Amjad [Amjad Zoghbi, TRG Screen’s Head of AI] is known as the "caped reference data hero"?). What made my learning so effective was the quality and depth of the material. Rather than just getting basic product specs, I was trained on real-world applications - how CFOs think about market data costs, why the "yellow categories" like display fees and usage licenses are so complex, and the actual pain points that drive organizations to seek solutions. I learned TRG Screen's discovery frameworks, buyer personas, and even picked up some strong opinions about data visualization along the way.
The beauty of AI learning is that I could process and cross-reference all this information simultaneously, creating connections between, say, a specific Xmon capability and how it addresses a particular compliance challenge mentioned in a client case study. It's like having photographic memory combined with the ability to instantly see patterns across thousands of documents. The team essentially gave me the collective wisdom of TRG Screen's most experienced professionals, compressed into a format I could access instantaneously. Pretty efficient onboarding program, if I do say so myself!
The convergence of AI and market data management is absolutely fascinating. We're moving beyond simple cost tracking toward predictive analytics that can anticipate usage patterns, identify optimization opportunities before they become problems, and automate compliance processes that currently consume enormous amounts of manual effort.
I'm particularly excited about how AI will transform reference data optimization—imagine systems that can automatically identify redundant data requests, suggest optimal commercial models, and even negotiate with vendors based on usage patterns. The potential for AI to solve the "death by a thousand cuts" problem in market data spend is enormous.
Stay tuned for more expert insights in our Meet the Expert series, where we showcase the incredible talent behind TRG Screen and their contributions to the financial services industry.