Introducing Dynamo AI: Auto-Tagging with Office 365
Investment professionals’ inboxes are constantly flooded with emails from investment opportunities, clients, current portfolio holdings and service providers. This daily influx of emails contains critical information used by the front, middle and back office teams. To efficiently leverage these emails and related attachments, it is helpful to categorize or “tag” them and link them to all of the appropriate entities in your research management / CRM system.
