Summary
“ In conclusion, while Bloomberg Terminal remains a staple for those in financial services requiring extensive quantitative research, Smartkarma's platform is particularly advantageous for investor relations professionals seeking qualitative insights and user-friendly interfaces. ”
Key Takeaways
- Pricing Advantage
- Access to Research, Data Analytics and Peer Benchmarking and Monitoring
- CRM/Contact Tools
- Global Investor Discovery
- User-friendly and intuitive design
- Provides proprietary news, screening tools, and premium content libraries (both broker research and expert transcripts)
- Features powerful AI-based search functionality
- Developed with issuers in mind to navigate capital markets for corporate actions, investor buy-ins, and time to market
- Comprehensive market research and analysis for corporate actions
- Robust content library with high-touch premium offerings not available on other platforms
- Offers investor relations advisory and sector research helmed by experienced professionals
Details
The Bloomberg Terminal is a powerful quantitative research tool that excels at providing real-time financial data and news, as well as insights and trading tools. For many in the financial services space, Bloomberg's screening and visualization tools have been a go-to, as its market intelligence offerings have historically been unmatched by other platforms.
Investor relation professionals however, often find that by just using Bloomberg, they overlook important qualitative insights from research analysts, key opinion leaders, sector analysts, and social discussions since Bloomberg is limited in these domains. Additionally, the Bloomberg interface and functionality can be frustrating to navigate, particularly for new users, as search terms and command functions are coded and can be confusing.
Increasingly, corporates and financial service professionals have begun to incorporate Smartkarma's platform into their workflow to access proprietary news, screening tools, premium content libraries (for both broker research and expert transcripts), and powerful AI-based search functionality. Smartkarma's intelligence platform is developed with issuers in mind as they navigate the capital markets for corporate actions, investor buy-ins, and time to market.
Since Bloomberg's pricing is highly bundled, it makes the most sense for professionals who use its full functionality. However, because Bloomberg's interface and functions have always been geared more toward financial analysts, corporate personas may find the dashboard too complex and likely face a much steeper learning curve.
For investor relations professionals, Smartkarma is the better choice. The platform is designed to be user-friendly and intuitive from the get-go. The content library is robust and has premium offerings not available on any other research platform, backed by AI search technology that makes market research and analysis faster and more comprehensive for corporate actions.