Capital Dynamics communicates regularly with its investors, providing updates on portfolio performance, market trends, and investment opportunities. To manage these communications, the firm uses Deskhero's ticket management system. Each investor query or request is converted into a ticket, ensuring efficient tracking and response.
Deskhero's AI capabilities are instrumental in managing these investor communications. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to find relevant content. This information is then used to generate suggested replies, improving the speed and quality of responses.
The firm also uses Deskhero's knowledge base feature to store all its investor-related materials, including investment policies, quarterly reports, and market analyses. The AI capabilities generate knowledge base articles from these files, enabling investors to access the information they need quickly.
Capital Dynamics also benefits from Deskhero's custom fields feature. The firm has created custom fields for each ticket to capture specific information about each investor query or request, such as the investor's fund, investment preferences, and query type. This structured data helps the firm provide personalized responses.
Overall, Deskhero's advanced AI capabilities have enabled Capital Dynamics to streamline its investor relations, improve its customer support, and enhance investor satisfaction.
How does Deskhero's AI capabilities help in managing investor communications?
Deskhero's AI capabilities use OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to find relevant content. This information is then used to generate suggested replies, improving the speed and quality of responses.
How does Deskhero's knowledge base feature assist in investor relations?
Deskhero's knowledge base feature stores all investor-related materials, including investment policies, quarterly reports, and market analyses. The AI capabilities generate knowledge base articles from these files, enabling investors to access the information they need quickly.
How does Deskhero's custom fields feature benefit investor relations?
The custom fields feature allows firms to capture specific information about each investor query or request, such as the investor's fund, investment preferences, and query type. This structured data helps firms provide personalized responses.
* This article provides an example of how a fictive company in the Venture Capital Firms industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
