AI Automation for Bloomberg Terminal

1 workflow automations purpose-built on top of Bloomberg Terminal — no data leaves your system, no parallel tool for your team to learn.

Roles using Bloomberg Terminal

Investment Banking Analyst

Investment Banking Analyst · Operations & Workflow

Client Meeting Prep Pack

AI assembles the review pack from Datasite, Intralinks, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Bloomberg Terminal — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on Bloomberg Terminal?

We build custom AI workflows on top of Bloomberg Terminal for any repetitive process. Tell us what you'd automate.

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