Dynamo Data Automation

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.

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)

• 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