CapitalCrest manages a large network of investors, each requiring regular updates on portfolio performance and market trends. The firm uses Deskhero's AI capabilities to automate the process of creating and sending these updates. The AI extracts key information from the firm's database and generates concise, informative updates that are sent to investors via custom email domains.
The firm also uses Deskhero's AI to manage investor queries. Leveraging OpenAI Embeddings from previous tickets and knowledge base articles, the platform can generate suggested replies to common queries. This not only improves response times but also ensures consistency and accuracy in the firm's communications.
CapitalCrest also uses Deskhero's AI-powered search bar to quickly find and share relevant information with investors. Whether it's a specific portfolio company's performance or a broader market trend, the search bar allows the team to find the needed information in seconds.
The firm's investor portal is integrated with Deskhero via the platform's REST API. This allows for seamless information flow between the portal and Deskhero, ensuring that all investor-related information is always up-to-date and accurate.
Overall, Deskhero's advanced AI capabilities have enabled CapitalCrest to manage their investor relations more effectively, leading to improved investor satisfaction and trust.
How does Deskhero's AI help in creating and sending updates to investors?
Deskhero's AI extracts key information from the firm's database and generates concise, informative updates. These updates are then sent to investors via custom email domains.
How does Deskhero's AI manage investor queries?
Deskhero's AI uses OpenAI Embeddings from previous tickets and knowledge base articles to generate suggested replies to common queries. This improves response times and ensures consistency and accuracy in communications.
How does Deskhero's AI-powered search bar work?
Deskhero's AI powers the platform's comprehensive search bar, enabling users to quickly find relevant information from the firm's vast database of documents and website data.
* This article provides an example of how a fictive company in the Venture Capital Financing industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
