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Save yourself 15 hours a week of post-meeting drudgery.
DataDasher leverages state-of-the-art AI so you can transcribe, extract, and query key information.
DataDasher was exclusively built for advisors and connects seamlessly with the technology you already use.
Focus 100% on Your Clients
DataDasher organizes all of your client information and helps you stay on top of requests, so you can focus on supporting, engaging, and empowering your clients.
Easy Recording Options, For All Your Meetings
DataDasher supports audio uploads, in-person calls, and web conference meetings.
Automatic Meeting Summaries
Totally customizable meeting notes, in your writing style.
Ask Anything About Your Clients
From key financial numbers to personal touchpoints, DataDasher has you covered.
Personalized Follow Up Emails
Automatically draft pre-meeting prep and follow up emails, so you can continue to provide a high quality service.
Frequently Asked Questions
Everything you need to know about the product.
Can't find the answer you're looking for? Chat with our team.
Save yourself 15 hours a week of post-meeting drudgery.
DataDasher was exclusively built for advisors and connects seamlessly with the technology you already use.
DataDasher proudly partners with industry leaders to enhance your client service.
Automatic Meeting Summaries
Totally customizable meeting notes, in your writing style.
How does recording work?
When you sign up for DataDasher, you will connect your Outlook/Google calendar and we’ll send a “notetaker” participant to meetings with a web conference link. Clients are given full disclosure about the meeting recording, and you can decline the notetaker if there’s a meeting you don’t want to record and transcribe. DataDasher supports Zoom, Google Meet, Microsoft Teams, and Webex.
What are your security practices?
DataDasher is SOC2 certified. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to secure your data. Any AI features in DataDasher are privately siloed to your firm and will never be used to train any models.
Features That Give You
Your Time Back
Automatic Meeting Summaries
Totally customizable meeting notes, in your writing style.
