Women in Technology & Data Awards 2026 winner’s interview—Kate Stepp (FactSet)

 

FactSet’s Kate Stepp won the Technology leader of the year (vendor) category in this year’s Women in Technology & Data Awards. Here, she discusses her new role as chief artificial intelligence officer (CAIO) and what this entails.

• You recently changed your role at FactSet, from chief technology officer to CAIO. What has the new role entailed to date, and have you taken on any new responsibilities you hadn’t expected?
• As CAIO of FactSet, what are your expectations regarding the rollout of agentic workflows across the financial services industry, and to what extent are clients looking to FactSet to incorporate agentic workflows into its existing tools and services?
• What does the future hold for the FactSet platform in the realm of new features and/or functions, and what role is AI likely to play in that?

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