Bloomberg Research Admin Tools: Holistic Approach to Research Management
Improve your teams access to broker content and reduce administrative burden. In this first session, we’ll explore how to centrally manage team entitlements and reports to ensure everyone has access to the broker content they need. Bloomberg’s new team entitlement feature is a grouped method of granting research access to groups of users, and once a team has access as new users are added, entitlements are enabled automatically.
In this session, learn how to easily track, manage, and rate broker research and interactions to evaluate the products and services received from your research providers.
Speakers
Matt McCarvill
Research Workflow Specialist
Bloomberg
Matt McCarvill is a Workflow Specialist focused on improving the internal and external research workflow of Bloomberg's buyside customers. Over the last 20 years, Matt has been a relationship manager for a variety of Bloomberg customers, covering the State of Missouri, larger broker dealers and the Boston Buyside, with the last eight years as a Research Specialist, helping customers access and evaluate content. Matt has an Economics degree from Villanova University.