Product Roadmap: 2Q26

In our second Product Roadmap of 2026, we highlight some of the recent additions to Cognitive Credit products and services in 2Q26 and take a sneak peak at what’s to come in the second half of the year. 

Every enhancement we make to the Cognitive Credit platform is driven by a singular focus: solving the real-world workflow bottlenecks faced by credit analysts. By turning continuous user feedback into rapid product development, our engineering teams operate on a disciplined quarterly cycle to launch features that maximize your research efficiency.

As we cross into the second half of the year, our latest roadmap update provides a definitive round-up of the latest capabilities now live across our Web App, Excel Add-in and API—alongside a preview of the high-impact tools currently sitting at the top of our development pipeline for 3Q26.

Our current Roadmap

Q2: Now available in-app

Cognitive Credit AI: Shared Prompts
Following the launch of Cognitive Credit AI in Q1, we continue to add new features to our Gen AI research assistant. Shared prompts transform your best-performing prompts into a collective asset, enabling standardized workflows and scalable best practices across your entire team instantly. Designed for seamless collaboration, your team can distribute prompts to your team’s workspace with one click, filter personal prompts and team-wide libraries instantly, and access proven, team-created workflows instead of starting from scratch.

Market Movers
This new market screening capability provides a consolidated, spreadsheet-style view of instruments across our coverage universes. Available via a dedicated new screen in our Comparables feature, quickly identify the most significant price, yield or spread movements over multiple time horizons for bonds and loans that matter to you. This feature also includes daily, weekly and monthly email alerts that can be configured across full coverage universes or individual watchlists - allowing users to stay on top of fast moving markets and quickly identify volatility among issuers and instruments.

You can read more about Market Movers in our product blog here.

Earnings Call Transcripts
Transcripts for publicly listed companies have now been added to the Cognitive Credit web app, adding an additional layer of qualitative insight to your research. Available alongside our existing financial and document data sets. Transcripts have been fully integrated in Cognitive Credit AI and our Text Search feature, enabling users to better interrogate management commentary, identify recurring themes and sentiment changes and understand vital context behind reported performance and strategic decisions.

You can read more about Transcripts in our product blog here.

Excel Add-in CCID Update
This function was expanded to map Cognitive Credit Company IDs to user-provided ISINs and LoanX IDs, providing additional flexibility when working with Cognitive Credit data in Excel.

Q2: In development

DealConnect
We're building direct integrations with leading data sites to enhance our Restricted Access offering, automatically aggregating a user's full set of data site documents into a single, central location. The systematic document flow will be integrated with our fundamental models and ensure users receive timely and secure access to all the information relevant to them and their team.

Sitting on top of this document flow will be an intelligence layer that identifies and surfaces meaningful events—such as newly launched deals, new document uploads, lost deal access and other important workflow changes—helping users focus on what matters most.

This full set of RAC disclosure will also be accessible by Cognitive Credit AI in a secure, ring-fenced environment, ensuring you can leverage the best of Gen AI without ever needing to submit sensitive RAC docs to a 3rd party. We will share more on this release in the coming weeks.

Emerging Markets Coverage
Our EM Corporate Bond licence, approximating the J.P. Morgan CEMBI Broad Diversified Core Index, is our 7th unique data license accessible within Cognitive Credit. If your team or a related business at your firm is interested to learn more please let us know.

Equity Data
We're expanding our market intelligence by introducing equity pricing and enterprise value analytics directly into Cognitive Credit. For listed companies, users will be able to monitor equity market data alongside derived metrics such as market capitalization, enterprise value and debt-to-EV ratios, providing a richer view of capital structure and equity valuation. For private companies, we'll introduce market-implied enterprise values using public comparables.

Additional Cognitive Credit AI Enhancements
We're continuing to make the Cognitive Credit Application more proactive with a redesigned notification experience. Building on existing financial model update notifications, we're introducing notifications for Cognitive Credit AI activities, including AI query completion and shared prompts, alongside a more intuitive and configurable notification center.

Users will be able to tailor how and when they're notified, with support for watchlist-based model updates, configurable pop-up alerts and a central notification history. This release lays the foundation for a broader event-driven platform, where notifications will continue to expand to cover new documents, deal activity, market events and AI-generated insights.

Market Data is also being introduced to Cognitive Credit AI, enabling data synthesis between qualitative disclosure, fundamental insights, and pricing and reference data.

Claude Connector
We're excited to launch the capability to integrate Cognitive Credit data directly into Claude through our new Claude Connector. This new service will support clients’ enterprise AI projects, with users able to securely access the full breadth of their Cognitive Credit fundamental data via Claude and verify information sources via direct links back to underlying documents and models in our Application. 

Stay tuned for more: We will announce more about these releases over the next few months — so be sure to subscribe to our newsletter for all the latest updates. 

See the latest features in action today

As always, timelines on these developments may shift as other features take priority.

Already a client? Log in today to explore the latest features or contact our Client Success team for a dedicated training session.

If you’re not yet a client, there’s never been a better time to see how Cognitive Credit can help streamline your credit analysis. Book your demo today for a one-to-one session tailored to your existing workflows.

Got a suggestion? If there’s a specific feature you’d like to see on our roadmap, let us know.