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A webcast series designed to help investment teams tackle research management challenges by exploring proven best practices for asset owners and fund managers.

Bipsync for Fund Managers

What if your earnings call workflow is holding you back? 

Disparate spreadsheets, fragmented research, and scattered models and commentary create a disorganized and inefficient earnings process

In this episode, we explore how Bipsync enhances each step of the earnings workflow, empowering analysts to: 

  • Streamline earnings preparation by easily accessing historical research, past commentary, models and notes. 

  • Easily record and organize notes, capture and redefine key takeaways, and collaborate seamlessly with team members in real time. 

  • Securely share research and finalized reports with stakeholders post-call, ensuring efficient distribution.

Watch the video

If you have any questions or would like to explore Bipsync in more detail, please get in touch