Overall experience with
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likes
Bloomberg Vault, is helpings us to manage our client relations which is a backbone of our business. Through Bloomberg Client analysis and prospecting feature we are capable to view our trade history and the whole track of the conversation that was carried with our clients; we have full record of their portfolios holdings. Bloomberg is integrated with OMS and we have also integrated it with our CRM, that has helped us to manage our customer relations. One of the important things is that it is providing us news feeds which keep us up to date about the market condition.
March 6, 2021
dislikes
It is not the easiest software to use so you will need training and requires time to get used to it.
May 9, 2020
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