Save Time & Do More With Workflow Automation
Financial organizations, professionals and investors always have more to get done. Capnote automates repetitive workflows and turns 2 weeks of manual work into a single click.
Accenture estimates financial services firms can generate up to $140 billion in annual gains by using modern technology for automation and augmentation. Capnote helps you tap into these benefits easily without needing to code. Scroll below for examples.
One-Click Reports & Memos
In a single click, you can generate professional quality reports about companies or portfolios with updated data and insights. Use Capnote’s one-click reports for quick research or to form the basis of your write-ups. You can even customize Capnote’s templates to match your organization and specify what gets included. Instead of writing repetitive reports, you’ll be able to focus on adding more strategic value and making decisions.
Automated Peer Comparisons
Financial and investment managers often have to get key insights by comparing similar companies across industries and geographies. However, doing this properly and updating it often is highly time-consuming. Capnote automatically forms peer groups or allows you to define and save your own. Not only is data updated automatically, you’ll also receive automated notes generated by A.I and proprietary algorithms.
Save Time & Get More Done Now
Click below to schedule a free discovery call to discuss your needs and discover how Capnote can benefit your organization.