Salesforce and Bloomberg Terminal Integration with AI

Launching Skills empowering our agents

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A new framework for building AI agents.

Combine Apps

Salesforce

Bloomerang Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Automate financial research and client updates by connecting your CRM to real-time market data.

Data Source

Salesforce

Connect Salesforce to V7 Go and automate CRM workflows, lead management, opportunity tracking, and customer relationship intelligence with AI-powered coordination.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

AI Agent (by V7 Go)

Gradient of yellow to gray and blue hues with subtle noise texture.

AI Investment Analysis Agent

Synthesizes analyst reports, earnings calls, and filings to build investment theses and bull/bear cases.

Finance

Investment Thesis Synthesis

Earnings Call Analysis

Bull/Bear Case Generation

Destination

About

Bloomerang

Connect Bloomerang to V7 Go and automate donor management, fundraising workflows, and constituent relationship tracking to strengthen nonprofit operations.

CRM & Sales

Donor Tracking

Donation Processing

Fundraising Automation

Example Workflow

Salesforce

Bloomerang

Client Market Update

Popular workflows

Example

Input

Client portfolio changes

AI Agent

Output

Input

Client portfolio changes

New Event

Emit new event when an event with subscribed event source triggered on a target.

TechCorp Portfolio Holdings

..pdf

AI Agent

AI Investment Analysis Agent

Analyze

Extracting portfolio holdings

Pulling market data

Analyzing performance

Generating insights

Creating client report

Analysis complete

Output

Bloomerang

Create Chart

Create Record

Update Record

All actions triggered by agent

Stay ahead of market moves

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More finance agents

Popular workflows

Blue and purple gradient with grain texture.

AI Financial Due Diligence Agent

AI Financial Due Diligence Agent | Automate VDR Analysis | V7 Go

Finance

Automated Data Room Processing

Financial Statement Spreading

Red Flag Identification

Add to workflow

AI Investment Analysis Agent

AI Investment Analysis Agent | Synthesize Financial Research | V7 Go

Finance

Bull vs. Bear Case Synthesis

Earnings Call Analysis

Contrarian View Identification

Add to workflow

AI Financial Statement Analysis Agent

AI Financial Statement Analysis Agent | Automate Financial Spreading

Finance

Automated Financial Spreading

Custom Ratio Calculation

Trend and Variance Analysis

Add to workflow

Gradient with pink, green, and white swirls

Financial Valuation Agent

AI Financial Valuation Agent | Automate DCF & Comps Analysis | V7 Go

Finance

Automated DCF Population

Intelligent Comparable Analysis

Precedent Transaction Search

Add to workflow

AI Financial Due Diligence Agent

AI Financial Due Diligence Agent | Automate VDR Analysis | V7 Go

Finance

Automated Data Room Processing

Financial Statement Spreading

Red Flag Identification

Add to workflow

AI Financial Statement Analysis Agent

AI Financial Statement Analysis Agent | Automate Financial Spreading

Finance

Automated Financial Spreading

Custom Ratio Calculation

Trend and Variance Analysis

Add to workflow

AI Investment Analysis Agent

AI Investment Analysis Agent | Synthesize Financial Research | V7 Go

Finance

Bull vs. Bear Case Synthesis

Earnings Call Analysis

Contrarian View Identification

Add to workflow

Financial Valuation Agent

AI Financial Valuation Agent | Automate DCF & Comps Analysis | V7 Go

Finance

Automated DCF Population

Intelligent Comparable Analysis

Precedent Transaction Search

Add to workflow

Actions & Triggers

Build powerful

Salesforce

Bloomerang workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated.

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated.

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated.

New Case (Instant, of Selectable Type)

Emit new event when a case is created.

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created.

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created.

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created.

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted.

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated.

Agents automate actions in your apps

Add Interaction

Adds an interaction to an existing constituent in Bloomerang.

Create Constituent

Creates a new constituent in Bloomerang.

Create Donation

Creates a new donation record in Bloomerang.

New Constituent Created

Emit new event when a new constituent profile is created in Bloomerang.

New Donation

Emit new event when a donation is received in Bloomerang.

New Interaction

Emit new event when a new interaction is logged for a constituent.

Get started

Ready to connect

Salesforce

and

Bloomerang

Transform your financial workflows today

Book a personalized demo and we'll show you how to connect Salesforce and Bloomberg Terminal with AI agents. See how V7 Go can automate your financial research and client workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Salesforce

and

Bloomerang

Transform your financial workflows today

Book a personalized demo and we'll show you how to connect Salesforce and Bloomberg Terminal with AI agents. See how V7 Go can automate your financial research and client workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Salesforce

and

Bloomerang

Transform your financial workflows today

Book a personalized demo and we'll show you how to connect Salesforce and Bloomberg Terminal with AI agents. See how V7 Go can automate your financial research and client workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Salesforce

and

Bloomerang

Transform your financial workflows today

Book a personalized demo and we'll show you how to connect Salesforce and Bloomberg Terminal with AI agents. See how V7 Go can automate your financial research and client workflows.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does the V7 Go Agent work with Salesforce and Bloomberg?

V7 Go AI agents monitor your Salesforce CRM for client updates, portfolio changes, or new opportunities, then automatically pull relevant market data from Bloomberg Terminal to generate insights, charts, and alerts that keep your team informed.

What kind of financial workflows can I automate?

You can automate client portfolio monitoring, market research for new opportunities, real-time price alerts for holdings, automated chart generation for client reports, and due diligence data gathering for investment decisions.

How secure is my financial data when connecting these systems?

Your financial data security is paramount. V7 Go is SOC 2 and ISO 27001 compliant, with enterprise-grade encryption. We integrate with your existing secure infrastructure and never store sensitive financial data outside your environment.

Can this work with my existing Bloomberg Terminal setup?

Yes, V7 Go integrates with your existing Bloomberg Terminal through secure APIs and can access all your current data feeds, analytics tools, and market information without disrupting your current workflow.

What types of investment analysis can the agents perform?

Our AI agents can perform comprehensive investment analysis including due diligence research, financial statement analysis, comparable company analysis, market trend identification, and risk assessment using data from both Salesforce and Bloomberg Terminal.

How is pricing structured for financial services integrations?

Pricing is tailored for financial services firms and based on the number of AI agents deployed, data volume processed, and integration complexity. We offer specialized packages for private equity, hedge funds, and investment banks with dedicated support.

Partner program

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Join our revenue partner ecosystem and help your clients build intelligent pipeline management, deal coaching, and sales automation workflows.