The Board of Pensions of the Presbyterian Church (U.S.A.) - Case Study

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The Board of Pensions of the Presbyterian Church (U.S.A.), managing a nearly $10 billion portfolio, adopted Dynamo Software to replace fragmented Excel spreadsheets, Outlook, and shared drives. Dynamo's centralized repository organized notes, documents, and financials, eliminating lack of transparency in communications, inconsistent file naming/structure, and time-consuming manual searches. This enhanced data organization, improved collaboration, and streamlined investment team operations for efficient portfolio management.

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The Board of Pensions of the Presbyterian Church (U.S.A.) - Case Study

The Board of Pensions of the Presbyterian Church (U.S.A.) - Case Study

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