Client Testimonial: Erin Shepard, Capital Fund Management
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Video Transcript
Before Dynamo
So we had an in-house system that had been developed in the early 90s, and our company grew very very quickly and a bunch of tools were built up as we kind of went along but they were all completely separate, so we had no central repository for investor information and it was very difficult to extract any information from our systems. So, we needed something that was able to incorporate everything in one place.
Why Dynamo
We selected Dynamo because they were specialized in our industry, so knew what our challenges and our needs were.
They did have a support system in Europe and in the US, as we do have teams in both places.
Flexibility with Dynamo
The flexibility of Dynamo was also very important to us.
The possibility to use the API to bring in information when we needed it, the way we needed it too, the flexibility of the system itself, the possibility to adapt it to our needs, were all things that drew us to Dynamo.
It’s become a lot easier for us to communicate with each other, to share information. We don’t necessarily have to share it because it’s just all in Dynamo, which is very handy.
We’ve been able to also change the way that we work because of the workflows that Dynamo offers and the things that we’ve been able to do with the API.
We’ve been able to extract information into Tableau to be able to analyze investor flows, our pipeline, so on and so forth.
Communicating with Investors
And we’ve been able to communicate with our investors better with the communication of the mail merge and the mailing campaigns.
And our information is more pertinent because it’s more exact and centralized.
The Dynamo Team
Now, other than I continue to be positively surprised about the reactivity of the team, it’s really a pleasure to work with them because they’re right there when we need them and very helpful, and they’re helping us use the software better, especially since we recently migrated to the cloud.