DataDasher

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.