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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.
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How to Miss Out on Opportunities and Lose Deals
Imagine scribbling deal notes on Post-Its and storing these in a pile on your desk. Obviously, this is an absurd…
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How Investment Management Software Can Make You the Office Hero
Often, Dynamo Software clients are required to substantiate the business case for adopting an investment management software platform. Given a…
Dynamo Software > Deal Management