DataDasher
Spend time with clients, not taking notes.
§ The platesImages (1)
§ The storyWhat it is, and why now
DataDasher is an AI-powered meeting assistant built for advisors, automating meeting prep, note-taking, action items, and follow-ups so you can focus entirely on your clients.
AI Meeting Summaries – Automatically generate clear, customizable meeting notes in your own writing style.
Client Knowledge on Demand – Instantly query client details, from financial data to personal preferences.
Automated Follow-Ups – Draft personalized pre-meeting prep and post-meeting follow-up emails in seconds.
“Spend time with clients, not taking notes.”
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