DataDasher

3mos agorelease 00

DataDasher is an AI-powered meeting assistant built for advisors, automating meeting prep, note-taking, action items, and follow-ups so you can focus

Collection time:
2025-08-17
DataDasherDataDasher

DataDasher is an AI-powered meetingassistant 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.

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