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Market data user profiling

Create end user & desk profiles to optimize your market data demand management

Do the capabilities of displaying market information services match your users’ requirements — and vice versa? Are these services ‘must have’ for a variety of user processes or are users merely monitoring markets?

User Profiling enables market data administrators, analysts, procurement teams and business managers to easily evaluate user and desk profiles.

Evaluate market data user profiles

Effective market data management starts with knowing your user base! Profiling can help financial institutions manage their market data costs and gain greater control by challenging market data requests and reducing market data vendor dependencies.

Procurement teams aim to benefit from profiles during their negotiations with vendors where market data analysts tend to use these profiles in their demand discussions with end users.

Our user profiles include

  • Over 60 end user profiles at the buy-side and sell-side
  • Data and functionality ratings for the complete terminal suite of Bloomberg, Refinitiv, FactSet and S&P Capital IQ
  • Data and functionality requirements of each user/desk
  • Market data services accessed by each user/desk
  • User dependencies that may prevent straight forward product substitution (data, spreadsheets, applications, trading features, etc.)

Market data user profiling visualizes data needs and challenges misconceptions and preconceptions around market data services. It also advises on alternative services which may not have previously been considered.

Ready to challenge market data requests and reduce vendor dependencies?

Learn how to easily evaluate user and desk profiles.

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Functional user profile

Functional user profile Example: Functional scoring high tier terminals versus a specific user profile

Data user profile

Data user profile Example: Data scoring high tier terminals versus a specific user profile

The advantage of a profiling exercise is that it very quickly delivers impartial results and confronts users immediately with their level of sophistication by which they make use of the services on their desk.

Key takeaways

  • End-user requirements vs products’ functionality (terminals & data sets)
  • Visualization of your firm’s market data needs
  • Optimized market data demand management processes
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We have a proven track record of assisting financial institutions — with budgets of any size — globally with both their day to day and strategic market data & financial information management challenges.

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