Dynamo Data Automation

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Asset allocators, who are inundated with content from their portfolio funds, don’t have time to sift through a flood of emails and documents. They need the ability to pinpoint relevant content rapidly for better decision making.

Gone are the days of the uncategorized data deluge! Dynamo’s cutting-edge technology and white-glove service empower asset allocators to focus on what matters. They ultimately benefit from the speed, consistency, quality, configurability, and transparency of Dynamo’s end-to-end cloud platform.

Key Features

1. Categorize Collected Content

  • Automate the collection of unstructured content
  • Automate the renaming of the categorized content
  • Speed up all processes
  • Increase the accuracy of all processes

2. Data Extraction

  • Automate the extraction of data from any manager-provided document
  • Speed up data extraction
  • Increase the accuracy of data extraction

3. Data Validation

  • Validated qualitative and quantitative data
  • Reduce the potential for human error via automated error checks
  • Validation types: automated by Dynamo, Client-driven validation layer
  • Manual data validation by Dynamo

4. Data Enrichment

  • Improve data quality
  • Increase staff productivity and Dynamo will source and blend the data
  • Qualitative and Qualitative validation

5. Data Retrieval & Use

  • Manager emails and documents fully categorized and stored inside Dynamo
  • Extracted quantitative data inside Dynamo
  • Extracted qualitative data inside Dynamo
  • Access manager emails and documents anytime, anywhere
  • Run portfolio reports based on the extracted data
  • Reconcile extracted data against data from other sources (admin, custodian)

Key Benefits

  • Highly automated content sourcing saves significant time
  • Automated data extraction speeds data availability
  • Faster process = increased efficiency
  • Accurate and complete data supports better decision making
  • More data points extracted enable more thorough analysis
  • Highly productive finance and ops teams

Product/Service details