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.

Legacy RMS systems continue to require users to manually specify tags on their content, which takes time and is often not comprehensive.  Missed tags can lead to missed opportunities down the line, and hinder collaboration between global offices. That’s why Dynamo is excited to announce the release of Dynamo AI: Auto-Tagging.

The Next Generation of RMS

On the heels of our Dynamo University 2019 user conference, where users discussed the building appetite for further automation in the industry, we’re eager to present an evolution in automating your investment processes. Dynamo AI uses natural language processing and other cutting-edge technologies to instantly scan the body, subject line, and “from” address of your emails to intelligently suggest relevant links and tags.

Automatically suggested tags are opt-out rather than opt-in, ensuring relevant tags are comprehensively set. With suggested tag options at the fund, deal, and company levels, your inbound communications and data are effortlessly linked to all relevant Dynamo entities and tagged with the metadata that can trigger other processes and reporting.  Once a user accepts the tags, the email and its attachments are uploaded and made instantly accessible to colleagues via your Dynamo database.

Dynamo AI Auto Tagging in action

Auto-tagging On the Go

We know your job often takes you away from your desk, and notes taken on the road can be some of the most valuable. With our Dynamo Mobile iOS app, you can upload notes and communications as activities directly into Dynamo from your mobile device.

Small screens and large fingers can present challenges when working within a mobile interface, however. Auto-tagging with Dynamo allows you to achieve maximum organization while minimizing manual steps. Integrated with the Dynamo plug-in for Office 365, this feature is available via the Outlook iOS app, desktop, and web interfaces.

Dynamo AI: Auto-Tagging is currently available as Beta.