Instant Bloomberg

Instant Bloomberg


Compliance confidence for financial services communications

With tight integration into the Bloomberg terminal, Instant Bloomberg provides the global financial services community with the capabilities that it needs to negotiate transactions and communicate effectively. With the ability to chat as well as share screens, data sets, charts or Excel files, it has become an essential communication tool for financial services professionals such as traders, creating millions of electronic records daily. However, instant messaging opens enterprises up to risk of data loss, breach and noncompliance with regulatory mandates without the right solution in place to govern its usage. Smarsh capture and archiving solutions for Bloomberg enable:

  • Comprehensive Compliance: Smarsh provides native compliance and governance for Bloomberg content. Policy controls can be applied at a global or group level to help meet regulatory, legal and corporate obligations.
  • Protection for Bloomberg Content: Bloomberg content can be inspected to prevent leakage of sensitive information, suspicious behavior and / or abusive language. Administrators can set up policies to flag keywords across messages and in-file text to pinpoint any violations.
  • Automated Archiving, e-discovery and supervision: Connected Capture integrates seamlessly with the Smarsh Connected Archive for accurate, fast and highly effective search, e-discovery and case management. Bloomberg content can also be sent seamlessly to the Smarsh Connected Archive, an immutable and context-aware data store, or any other archive or ECM solution. Connected Apps are available for optimized supervision and e-discovery

Key Features

API driven Capture

Direct source capture

Capture Bloomberg content in its original format, direct from the source. Content is retained in its native format with chain of custody preserved.

Message threading and attachments

All messages are captured together with attachments. Message threading displays conversations as they originally happened for ease of review.
Capturing communications in full and in context

Context preservation

Smarsh captures all content in full conversational context for the best visibility into what happened and when.

Content monitoring

Define policies based on keywords and patters (regular expressions) to flag content. The policies can be targeted at specific groups. With certain deployments, alerts on policy violations can be generated and send to risk managers, supervisors or an employee’s manager.

Powerful search

Search for Bloomberg content based on user, date range, keywords, or content tagged to specific cases, events or topics.
Identity Integrations

Profile and identity management

Smarsh supports automated directory synchronization for unified identity and profile management
External archiver support icon

Smarsh or external archive support

Retain Bloomberg communications in the Smarsh Connected Archive – an immutable and context-aware data store – or any other archive, application or data lake.

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