Salesperson Dashboard (DASH) provides an enterprise analytics solution that brings together trade event data across all your voice and electronic flows. Access intelligent decision support analytics for pre-trade, in-trade and post-trade across the front office, along with a robust set of APIs that can plug into the tech stack to provide a seamless integrated workflow.
Firms that use DASH can expect to see higher client-per-salesperson coverage ratios, higher revenue per salesperson, higher customer satisfaction levels, and greater targeting and efficiency in marketing liquidity.
DASH provides salespeople with a dashboard that utilizes a client relevance algorithm to analyze client orders and market information, helping sales identify the liquidity most relevant to their clients and prioritize who to contact first.
Firms that use DASH benefit from increased collaboration between sales and trading by sharing order flow, trades (including trades executed both on and off Bloomberg’s regulated trading venues), IB and holdings across the desk, ultimately improving the success rate of their client interactions. Bloomberg’s vast network, superior market analytics, automation and alerting capabilities enrich the sell-side’s proprietary data and systems to help salespeople uncover true opportunities.
With DASH Enterprise’s advanced trader tools, traders can be confident that their liquidity is being marketed intelligently and effectively. Provide more color and clarity to your salespeople around your AXEs and better target your liquidity.
Firms that use DASH can be assured that not only the right clients are targeted, but also that the right clients are blocked from receiving liquidity, if needed. Additionally, by monitoring events in your OMS as well as the market, DASH can suggest new securities to be AXE’d in based on important criteria you care about.
With DASH view aggregated trading data and analytics across the desk to better understand your business. Dashboards display key metrics and trends across all voice and electronic trading flows and communication statistics provide a lens into voice flows and client trading trends, allowing you to drill down to view hit ratios and where clients are active.
Firms that use DASH can track salesperson and trading desk performance, have a consolidated view of voice trading statistics, aggregate and view client trends and anomalies, create ad hoc reports to view client profiles and get a 360 view of client activity and trading trends.
With DASH, access your enterprise data seamlessly with our robust set of outbound APIs. Access a live feed of IB inquiries and security mentions, and nourish your internal analytics, CRMs and pricing models with our consolidated trade event feed. Our inbound APIs allow you to keep applications in sync with internal systems or 3rd parties. Real time orders and trade feeds allow for one consolidated view across the desk. Liquidity can be managed centrally with our live Axe and RUNZ feed which provides trading with additional Axe qualifiers that sales can use to better market desk liquidity, for example flagging Axes with a priority status, more behind, all or none, etc.
Firms that use DASH get seamless integration, normalized datasets, and enriched data sets so they don’t need to perform the normalization and stitching themselves.
