Keeping investment teams aligned in a mobile world
In this episode, we explore ways to help investment teams stay aligned while traveling for roadshows, meetings, and conferences.
Watch the episode to learn how to:
- Stay connected in a single interface: review research content, track pipeline status, and collaborate seamlessly with team members without switching apps or screens.
- Maintain version control with finalized documents stored securely and accessible offline within the context of your research.
- Capture insights effortlessly using voice memos with automatic, secure transcription as well as hand-written sketches for streamlined note-taking.