
Salesperson Dashboard (DASH) is an enterprise analytics solution from Bloomberg that consolidates trade event data across all voice and electronic flows.
Vendor
Acuity Knowledge Partners
Company Website
It provides intelligent decision support analytics for pre-trade, in-trade, and post-trade activities, enhancing the efficiency and effectiveness of sales and trading operations.
DASH utilizes a client relevance algorithm to analyze client orders and market information, helping salespeople identify the most relevant liquidity for their clients. This prioritization improves client interactions and increases the success rate of trades. The dashboard also facilitates collaboration between sales and trading by sharing order flow, trades, and holdings across the desk.
For fixed income traders, DASH offers tools to market liquidity intelligently and effectively. It provides clarity around AXEs and helps target the right clients while blocking others if necessary. By monitoring events in the Order Management System (OMS) and the market, DASH can suggest new securities to be AXE’d based on important criteria.
Heads of desk benefit from aggregated trading data and analytics, allowing them to understand business performance better. Dashboards display key metrics and trends across all trading flows, providing insights into client trading trends and salesperson performance. This helps in creating ad hoc reports and getting a comprehensive view of client activity. DASH also offers robust APIs for seamless integration with internal systems and third-party applications. These APIs provide a live feed of inquiries and security mentions, enriching internal analytics, CRMs, and pricing models. The live Axe and RUNZ feed allows for centralized liquidity management, with additional qualifiers to better market desk liquidity.
Overall, DASH enhances client coverage, increases revenue per salesperson, and improves customer satisfaction by providing a high level of customized service and intelligent decision support.