DataDasher

Name: DataDasher
Availability: InStock
Author: DataDasher

Downloads

Everyone

About this app

DataDasher is a secure AI notetaker and assistant tailored for financial advisors. Enhance your client communication by analyzing emails, virtual meetings, and CRM data, ensuring important information is captured in compliance-friendly notes, allowing advisors to focus on building and maintaining client relationships. DataDasher streamlines meeting preparation and follow-ups, automatically generating summaries and action items from discussions. DataDasher connects seamlessly with cloud-based storage and CRM systems, providing easy access to relevant client information. We empower financial advisors to deliver exceptional service, improve
organization, and drive better business outcomes.

Updated on

Jul 30, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.