Watch this video series to learn more about what Dynamo clients have to say! Gain an inside, candid view of how they leverage Dynamo’s platform every day to optimize their investment workflows and drive successful business outcomes.
Timely, Accurate Information with Better Decision Making
Hear from Frank Vitiello, Boston University Investment Office
Frank Vitiello, Investments Operation Manager from the Boston University Investment Office, explains Dynamo’s positive impact and the core areas they use it for: (1) management of their investment management research process, and (2) investment portfolio management, which empowers them to track all the transactions, valuations, and performance. Ultimately, Frank and his team now get timely and accurate information, enabling better decision-making!
Access Critical Investment Information & Get On the Same Page Fast
Hear from Amelia Gieschen, Lansing Group
Amelia Gieschen, Investment Analyst from Lansing Group, explains how Dynamo helps them to stay in control of their investment performance and decisions, even with a complicated structure that is now centralized. With Dynamo, everyone knows where to access critical information, making life easier for everyone.
Building Stronger, More Powerful Relationships with Fund Managers
Hear from Matt Wilson, Barrier Crest
Matt Wilson, President from Barrier Crest, says “Yes!” to Dynamo and relies on the platform to continue to build stronger and more powerful relationships with Fund Managers. Listen as he explains how he works with Dynamo’s Client Services Team to rapidly adapt Dynamo for his clients’ unique business needs.
"Soup to Nuts" Use of Dynamo for CRM and AUM Tracking
Hear from Anthony Martino, Penn Office of Investments
Anthony Martino, Senior Operations Analyst from Penn University’s Office of Investments, explains how Dynamo has been instrumental as their CRM and for tracking AUM. Listen to Anthony explain more about how they use Dynamo “soup to nuts” and rely on the software to ensure their critical data is always at their fingertips.
Related Resources
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