Today’s sales teams need to move quickly from client interest to executable opportunity – across voice, chat, RFQ and multi-venue electronic flows.
Bloomberg delivers integrated workflow solutions that connect client activity, liquidity and world-class market data, helping sales teams identify opportunities, coordinate seamlessly with trading and drive better conversations.
Understand client behavior and trading intent
Aggregate client flow, trade history, RFQs, inquiries, holdings, notes and engagement data to identify patterns across accounts, products and securities.
Know who to call first
Rank accounts by likely interest using multi-factor relevance analytics, helping focus outreach where it's most likely to generate engagement.
Match axes to interested clients
Surface axes, inventory and trader priorities in real time, then match liquidity against client activity, holdings, inquiries and prior engagement to drive more relevant conversations.
Preserve client context across the desk
Log conversations, annotate client feedback and securely share client interest in line with your firm's permissions and coverage rules.
Integrate Bloomberg data into firm workflows
Connect Bloomberg workflows with your firm's internal analytics, CRMs, pricing models, OMS/EMS platforms and third-party systems through flexible inbound and outbound data feeds.
Measure impact and improve coverage
Analyze salesperson performance, desk activity, voice-trading statistics, client trends, anomalies, hit ratios and activity across voice and multi-venue electronic flows.
Support every stage of the sales workflow
Manage opportunities from initial idea through client engagement and execution
Bloomberg TOMS connects idea generation, client intelligence, sales and trading workflows and performance analytics in one front-office solution. Build trade ideas and strategies, identify relevant clients and surface opportunities using Bloomberg market data and analytics.
Track client activity and sales performance with real-time and historical commission reporting, while staying ahead of relevant events with corporate action alerts across client portfolios. Integrated sales-trader workflows help you capture inquiries, coordinate and negotiate with traders and respond to clients through a structured process designed to support MiFID II transparency requirements.
Capture, negotiate and route inquiries
Digitize voice RFQs and client inquiries with AI-powered RFQ detection in Instant Bloomberg, structure quote negotiation, support pre-trade checks and route orders to electronic trading destinations — all while preserving inquiry context across multi-venue electronic workflows.
Bloomberg Sales Trader Workflow (STW) offers system-agnostic integration across execution and order management systems, connecting the voice trading workflow from inquiry through execution, reporting and analytics.
Turn client activity into actionable opportunities
Advanced Sales & Trading (AST) is a front-office efficiency and client analytics solution that enables fixed income sales teams to connect axes, inventory, trade history, inquiries, holdings, notes and engagement data to identify relevant client opportunities and act with greater speed and precision.
AST combines inquiry management, liquidity management and client analytics to surface actionable insights across voice and electronic trading, helping sales teams uncover client and market trends, prioritize opportunities and strengthen client relationships.
Manage opportunities from initial idea through client engagement and execution
Bloomberg TOMS connects idea generation, client intelligence, sales and trading workflows and performance analytics in one front-office solution. Build trade ideas and strategies, identify relevant clients and surface opportunities using Bloomberg market data and analytics.
Track client activity and sales performance with real-time and historical commission reporting, while staying ahead of relevant events with corporate action alerts across client portfolios. Integrated sales-trader workflows help you capture inquiries, coordinate and negotiate with traders and respond to clients through a structured process designed to support MiFID II transparency requirements.
Capture, negotiate and route inquiries
Digitize voice RFQs and client inquiries with AI-powered RFQ detection in Instant Bloomberg, structure quote negotiation, support pre-trade checks and route orders to electronic trading destinations — all while preserving inquiry context across multi-venue electronic workflows.
Bloomberg Sales Trader Workflow (STW) offers system-agnostic integration across execution and order management systems, connecting the voice trading workflow from inquiry through execution, reporting and analytics.
Turn client activity into actionable opportunities
Advanced Sales & Trading (AST) is a front-office efficiency and client analytics solution that enables fixed income sales teams to connect axes, inventory, trade history, inquiries, holdings, notes and engagement data to identify relevant client opportunities and act with greater speed and precision.
AST combines inquiry management, liquidity management and client analytics to surface actionable insights across voice and electronic trading, helping sales teams uncover client and market trends, prioritize opportunities and strengthen client relationships.
Turn client insights into sales opportunities
Bring fragmented client activity into a consolidated view
Bring together RFQs, inquiries, notes, IB messages, voice interactions, axes and trade events to gauge client demand without switching across disconnected tools.
Move from generic blasts to targeted engagement
Use client relevance and liquidity matching to shift from broad outreach to targeted, data-driven conversations with the accounts most likely to engage.
Transform manual notetaking into structured capture
Capture inquiries, negotiations and client comments in structured workflows that support collaboration, compliance, reporting and downstream analytics.
Go from reactive coverage to proactive sales strategy
Use real-time dashboards, client trends and market context to identify opportunities before clients call, helping sales team act faster and more consistently.
