Connect Bloomberg and
Heap with AI

Redbird AI syncs market data from Bloomberg into Heap's behavioral analytics, so your product and growth teams can analyze how users respond to market events without manual data exports. Stop copying financial indicators into spreadsheets and rebuilding context for every product decision.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Enrich user sessions with real-time market conditions and price movements

Automatically attach current equity prices, index values, and volatility metrics from Bloomberg to Heap user sessions. Surface exactly which market conditions drove product engagement, conversion drops, or feature adoption without joining datasets manually.

Segment users by the securities and asset classes they track in your platform

Pull Bloomberg symbology and security metadata to classify Heap user segments by asset class exposure, sector focus, or geographic markets. Build behavioral cohorts based on what financial instruments users actually monitor, not just demographic guesses.

Track product engagement during market volatility and trading halts

Flag Heap sessions that occurred during circuit breakers, earnings announcements, or macro events captured in Bloomberg. Analyze how extreme market conditions affect user behavior, session duration, and feature usage without manual timestamp correlation.

Correlate feature adoption with specific economic indicator releases

Sync Bloomberg economic calendar events and data releases into Heap as custom properties. Identify which CPI prints, Fed decisions, or jobs reports drive spikes in charting tool usage, alert subscriptions, or dashboard views.

Alert product teams when high-value user segments disengage during market events

Monitor Heap behavioral signals for users tracking specific Bloomberg securities or sectors. Trigger notifications when institutional-focused user cohorts reduce activity during earnings season or regulatory filings, enabling proactive product adjustments.

Build conversion funnels contextualized by portfolio performance data

Combine Heap funnel analytics with Bloomberg portfolio return data to understand how P&L swings affect upgrade decisions, trial conversions, or feature exploration. Connect user journey stages to actual investment performance without separate analysis tools.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Bloomberg and Heap with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Bloomberg's data structures—from BPIPE feeds to security master schemas—and Heap's auto-captured event taxonomy, so your teams can connect market context to user behavior without engineering overhead.

AI that speaks both Bloomberg Terminal and behavioral analytics

Redbird's AI natively parses Bloomberg's complex data models—security identifiers, corporate actions, time-series pricing, and event calendars—and maps them into Heap's user properties, session metadata, and custom event attributes. It handles time zone alignment between market data timestamps and user interaction logs, resolves Bloomberg symbology into human-readable labels for analysis, and automatically enriches behavioral cohorts with financial context. No custom ETL pipelines or manual field mapping required.

Bloomberg security master → Heap user properties
Market event timestamps → Session metadata
Price/indicator feeds → Custom event attributes
Economic calendar → Retroactive segment enrichment
10×

faster than exporting Bloomberg data to CSV and uploading to Heap manually

No data warehouse staging, Python scripts for timestamp matching, or recurring manual enrichment tasks

Auto-generated reports

Redbird can pull from Bloomberg and Heap simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Bloomberg or Heap.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Bloomberg into Heap, or from Heap back into Bloomberg. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any Bloomberg market event or Heap user behavior—Redbird connects the financial data layer to product analytics in real time.

Bloomberg
Triggers & Actions
Trigger

Security price crosses threshold

Trigger when any tracked equity, index, or derivative hits a specified price level or percentage move.

Trigger

Economic indicator released

Fire when Bloomberg publishes new GDP, inflation, employment, or other macroeconomic data points.

Trigger

Corporate action announced

Detect earnings releases, dividend announcements, M&A activity, or stock splits for monitored companies.

Action

Retrieve real-time market data

Pull current prices, bid/ask spreads, volume, or volatility metrics for specified securities or indices.

Action

Fetch company fundamentals

Get financial statements, ratios, analyst estimates, or credit ratings from Bloomberg's reference data.

Action

Query historical time-series

Extract historical pricing, returns, or indicator values over custom date ranges for backtesting or analysis.

Heap
Triggers & Actions
Trigger

User completes conversion funnel

Fire when a user progresses through defined steps like signup, activation, or upgrade in your product.

Trigger

Session exceeds engagement threshold

Trigger when user session duration, page views, or interaction count surpasses specified benchmarks.

Trigger

User segment membership changes

Detect when users enter or exit behavioral cohorts based on feature usage, activity patterns, or properties.

Action

Add custom event property

Attach market data, financial metrics, or contextual indicators to existing Heap events retroactively.

Action

Update user profile attributes

Enrich Heap user profiles with Bloomberg-sourced data like tracked securities, portfolio attributes, or market focus.

Action

Create behavioral segment

Build new user cohorts in Heap based on combined behavioral patterns and Bloomberg financial context.

Bloomberg
+
Heap

Ready to connect your stack?

Stop manually bridging financial data and product analytics. Redbird AI connects Bloomberg and Heap so your teams can understand how markets drive user behavior—automatically.

Get started → Book a demo