Automating Data-Centric Businesses with Claude Code
Why aren't FactSet and others enjoying more Operating Margin lift?
We will likely take CEORater’s coverage from the S&P 500 to the S&P 1500 (The S&P 1500 combines three leading indices, the S&P 500, the S&P MidCap 400, and the S&P SmallCap 600, to cover approximately 90% of U.S. market capitalization), here in fairly short order. We will likely then double that coverage universe in the back half of this year.
Over the past several weeks I’ve built scripts with Claude Code that automate 90% of CEORater’s initial data collection and perhaps 80-90% of the ongoing data maintenance. My guess is that by next year these automation processes will be knit together in one holistic automation process.
Also by 2027 I will have likely deployed AI agents that identify bugs in the code. I am not yet confident enough in Claude Code to have it autonomously push code changes to Github in a premium production product like CEORater, but I do have Claude Code push code changes to Github for my open source tools.
Companies such as FactSet (FDS), S&P Global (SPGI), and other data-centric businesses that play in the Capital Markets space have the ability to take Operating Margins that may sit at 30-40% (depending on the business unit), to 40-60%, or higher with use of AI tools such as Claude Code. Every company needs to review in detail every task and every process from the perspective of asking how Gen AI may drive automation and generate Operating Margin lift.