Datadasher
1 known investors
DataDasher is an AI assistant for financial advisors that records real-time meeting notes across Zoom, Teams, phone, and in-person meetings and writes notes, tasks, and follow-ups into CRMs like Redtail, Salesforce, and Wealthbox. It also offers AI search across client meetings, emails, and notes plus proactive touchpoint alerts to automate administrative work around client meetings.
Investors · 1
Frequently asked questions
- What does Datadasher do?
- DataDasher is an AI assistant for financial advisors that records real-time meeting notes across Zoom, Teams, phone, and in-person meetings and writes notes, tasks, and follow-ups into CRMs like Redtail, Salesforce, and Wealthbox. It also offers AI search across client meetings, emails, and notes plus proactive touchpoint alerts to automate administrative work around client meetings.
- Who are Datadasher's investors?
- Datadasher's investors include AUTHENTIC VENTURES.