Features

Features that give you your time back

With DataDasher, you can eliminate the post-meeting drudgery of documenting client data across platforms, sending emails, and coordinating follow-up activities with your team. And that’s just the beginning.

Next Best Actions

Improve client engagement by using AI to extract intelligent insights from everyday communications and generate next best actions. This helps you provide more personalized guidance to clients while easing your workload in the process.

Task Automation

Streamline your workflows and effortlessly manage note summarization, action item tracking, and calendar scheduling for more efficient processes across the board.

Elevated Client Engagement

Always arrive prepared with fresh insights for your clients, thanks to AI-driven recommendations tailored to every client you serve. Simplify your data management with our robust integrations that consolidate client information across your entire tech stack.

Data Mining Capabilities

Unlock hidden opportunities for product offerings and distribution while ensuring compliance with advanced AI-driven data mining. DataDasher automatically analyzes vast financial datasets to provide scalable and efficient insights, helping you leverage the power of your data.

Data Synchronization

Enhance your operational efficiency and profitability with seamless integrations across your tech stack. Connect via APIs, SSO, or direct data transfers to gain precise, on-demand control over your data access. You maintain full ownership of your data, supported by our top-tier technology partners including Microsoft, Google Cloud, and Snowflake.

Security

Trusted by the best and brightest

Advanced security measures built for financial services

Financial-Grade Security Protocols

DataDasher employs financial-grade security protocols to ensure the safety and integrity of your data. This includes rigorous encryption, two-factor authentication (2FA), real-time intrusion detection systems, comprehensive malware protection, and regular data backups. Role-based access controls further enforce the principle of least privilege, ensuring the right level of access for every user.

Compliance with Industry Regulations

Our platform is meticulously developed to comply with the stringent standards set by the SEC and FINRA. This commitment to compliance ensures that every feature of DataDasher meets or exceeds the regulatory requirements necessary for compliant financial operations.

SOC 2 Compliance

DataDasher is SOC 2 compliant, demonstrating our unwavering commitment to the security, availability, and privacy of the data we handle. This level of compliance helps ensure that our processes and systems are designed to keep our clients’ information safe and secure.

Strategic Technology Partnerships

In partnership with industry giants such as Microsoft AI Cloud, Google Cloud, Snowflake, and Amazon Redshift, DataDasher integrates cutting-edge technologies to enhance data security and processing capabilities. Our collaboration with AICP SOC 2 underscores our focus on maintaining rigorous professional standards in AI development and deployment.