Vanessa Asis

Customer Success Manager - Global Banking & Equity Research @FactSet

Toronto, ON, CA

Streamline workflows for banking and equity research clients by leveraging deep product expertise and industry knowledge, driving efficiency for both junior and senior users across global teams— Manage USD $15M+ book of business and maintains strong relationships with over 900 stakeholders across investment banking, corporate banking, equity research, and wealth management accounts across Canada— Lead strategic initiatives and client projects to optimize account health, increase product adoption, and ensure seamless integration of FactSet solutions, including custom modeling and portfolio simulations— Deliver C-level presentations and client consultations, translating complex financial trends, regulatory insights, and valuation analyses into actionable intelligence for investors and bankers in Metals & Mining, Energy, Diversified Groups, TMT, M&A, and other sectors— Collaborate cross-functionally to drive growth, supporting sales enablement, new product trials, and implementation efforts through tailored client engagement and data-driven insights

Ateneo de Naga University

Master of Business Administration - MBA

Far Eastern University

Bachelor of Science (B.S.), Business Administration