Bloomberg - Note Publisher

Financial professionals need a way to easily share internal research notes and record certain interactions to maintain compliance with specific regulations, including MiFID II. Bloomberg’s add-in for Outlook makes it easy to publish short notes to share with your team and streamline the regulatory compliance process.

Leverage Bloomberg’s add-in for Outlook to record and keep historical and upcoming interactions from your calendar, along with other important information, including the relevant quality evaluation, participants and comments.

• Publish short research notes to share with your team

• Add tags and tickers to your note or interaction so you can easily find them later in the Terminal

• Automatically identify meeting participants and map them to buy-side or sell-side firms

• Categorize interaction types (e.g., analyst call, conference, etc.)

• Rate interactions so you can track the quality of your meetings

• Enjoy seamless integration with Bloomberg Research Analytics (BRES)

NOTE: You must be a Bloomberg Anywhere subscriber, and have a Bloomberg biometric authentication device (B-Unit) to use this service.

If you are not yet a Bloomberg Anywhere customer and would like to be connected to the preeminent information source for the world’s most influential business leaders, please visit http://www.bloomberg.com/professional/ to find out more about the BLOOMBERG TERMINAL® service.

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