Brochure

SS&C Tier1 Bloomberg Agent Actions 

An AI Agent that reads every Bloomberg Chat so your CRM doesn’t have to

Nearly half of your most valuable client conversations happen on Bloomberg Instant Messaging. The Agent brings every one of them into your CRM so you can: 

• Gain complete client relationship visibility
• Capture every commercial opportunity
• Eliminate manual reporting burdens
• Stay audit and regulation ready

The Solution 

Every Bloomberg interaction that doesn't reach your CRM is a conversation that can't support your next commission allocation or CSA submission. The Agent ensures nothing is left on the table.  

SS&C Tier1 Bloomberg Agent uses Agentforce, Salesforce's AI technology to automatically transform Bloomberg chat activity into structured, CRM-ready intelligence.

Ready to See What the Agent Finds? 

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