Change is in the air for sell-side salespeople and sales traders: Electronic trading platforms have made inroads into the traditional role. Making markets is harder than ever. But on the way to full automation, technology began to enhance, rather than destroy, the relationship business. With most credit trading still occurring off electronic platforms, and over half of U.S. equity trades involving a broker sales trader, technology is boosting relationship building, as salespeople and sales traders leverage new tools to gain deeper insight into clients’ portfolios, exposure, profitability and trading preferences.
Bloomberg provides you with the tools and tech you need to support research, collaborate, and build the relationships that drive success for your firm – and help to power your career. With increasing regulation, tightening margins and more clients under your management than ever, we deliver data consistency, analytics for greater insight on the fly, and communication and collaboration tools for streamlined relationship management.
With efficiency in relationship management at a premium, we offer a single dashboard for all your client relationship priorities. Our sales and trading productivity dashboard, integrated into your desktop real estate and fully compatible with your Bloomberg Terminal functionality, is designed to streamline your workflows:
Client analysis and prospecting
View trade history, communications histories, portfolios holdings info, IOI and axe centralization and matching – and more, so you can hone in on the prospects and better serve your existing clients, faster.
Relationship management
Get contact management, aggregated client communication history, integration with OMS, integration with your CRM, and more to keep your relationships strong and help you know your clients better.
Internal and external communication
Managing your relationships on the sell side has never been more critical – with portfolio managers, clients and your entire network. The good news is that the multi-platform communication platforms of tomorrow are here, integrated into your workflow. The Terminal combines market-leading tools for communication and collaboration with powerful salesperson efficiency tools. Working from a single desktop with multiple points of communication is the wave of the future.
News & research consumption
Market making is harder than ever. It all starts the moment you open your eyes. We stay plugged in to the pulse of the global markets so you can wake up winning. Our cross-platform news is carefully curated and fast, to get up to speed wherever you go. Our mobile app lets you connect on your time and keep ahead. Because when markets move, you need to be ready to respond.
Idea generation
Every idea you generate can help you stand out in a competitive field. We offer broad data, targeted analytics and deep context. Dig into a world of data sets and research from over 2,500 providers. Get the kind of expert insights that yield an edge rather than repeat the conventional wisdom. And optimize your experience of fundamentals with tools that save you time even as they take you deeper into optimized detailed financial statements. Bloomberg’s extensive offering of issuer data, news and market analysis provides the vital information you need to stay ahead of the New Issuer market and efficiently market newly issued securities.
Fundamental analysis
To analyze the value of a potential investment, partnership or acquisition target, you need to be on top of market and industry trends; you also need data transparency, deep intel on financials, and the ability to compare fundamentals in an instant, across a range of asset classes. Bloomberg tools accomplish all that and more, with historical and up-to-the-minute data, as well as expert estimates. So you can discover the insights your colleagues and clients need from you, quickly and consistently.
Relative value analysis
We make it easy to perform relative valuation analysis, benchmarking against competitors and comparable companies in the sector of your choice. With multiple data sources to work with, you can customize the groups you use, benchmark against various factors, and gauge with more precision the performance trends that can spark your next great investment idea.
Charting
Aggregating market data is an essential to your role, and our charting tools enable you to increase efficiency processing data. Integrated into your desktop real estate, the charting functionality offers multiple resources and custom options.
Market monitoring
When it’s on you as an FI salesperson or EQ sales trader to provide market color and generate ideas for the buy side, staying one step ahead of market moves is not optional. Monitor the markets with custom alerts and Bloomberg news and data integrated into your desktop real estate, ready to plug into an array of functions in your enhanced workflow.
For sell side sales and trading pros, time is money. Your Order Management system needs to deliver efficiencies and play smart with your existing workflows. The Bloomberg OMS systems are as efficient a use of desktop real estate as you can find — fully integrated with the Bloomberg Terminal, our OMS delivers global, multi-asset solutions for front-end inventory, trading, and middle and back office operations – including managing inventory, market making, risk, P&L, and straight-through processing in a fully customizable workflow. It’s a multi-asset system with workflows designed specifically for traders and salespeople.
Pre- / Post-trade compliance
Compliance has never been more challenging than it is now. We offer risk and compliance tools integrated into your desktop workflow. Make smarter decisions with what-if scenario analysis on trader inventory. Manage counterparty risk, prevent trading errors, and ensure users are abiding by firm-wide compliance policies. Access smart risk management tools that help you stay nimble even as you maintain compliance pre- and post-trade.