WHY YOU SHOULD ATTEND
In this webinar you will gain valuable insight into how DocDrive365 and Azure Cognitive Services collaborate, providing a robust and intelligent Investment Reporting solution!
This collaboration allows you to apply AI to more scenarios, build a confident AI service and deploy Cognitive Services from the Cloud. What is truly amazing is that no Machine Learning expertise is required whilst integrating all this data into Dynamics 365, Microsoft Teams and SharePoint.
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This helps accomplish your goals for Stakeholder Management by:
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Having a single unified view of Information, securely held in SharePoint and Dynamics
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Promoting Engagement by automating the flow of Reports from Valuation to Asset Manager to Investor
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Using Dynamics 365 Marketing for managing communication
Hear the story of our client, Award Winning Investment Manager, Puma Investments UK and find out how the collaboration between DocDrive365 and Azure Cognitive Services has enhanced their way of working and enabled them to define a robust and intelligent investment reporting method.
WHO SHOULD JOIN THE WEBINAR?
This webinar will be of great interest to (but not exclusively for) people with the following job titles within the Asset and Investment Management industry:
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Heads of Operations
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Investment Managers
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Asset Managers
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Marketing Professionals
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Contract Managers
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Two Click Workflow to supply Reports to Investors and their Advisors
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Automate Metadata in SharePoint from Document Content
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Get the 360 View by looking at an individual Fund
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How Dynamics 365 Marketing can then promote us to Investors
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Engage DocuSign to translate Documents into Actions.

Paul McQuillan
Managing Director
CRMCS
Timo Karakashev
CEO & Founder
Cosmonauts
Jono Taylor
Marketing Manager
Puma Investments UK
Have a question you want answered by our Expert Panel during the CRMCS Webinar? Send it through now by clicking here.
Want to learn how to get the best out of Dynamics 365, Azure Cognitive Services and DocDrive365? Join in the CRMCS Webinar on Thursday 26th November.