DASSETI ENGAGE

Improved Accuracy. Faster Responses. Scalable Workflows

"We’ve already seen a return on investment, and saved a huge amount of time.”
Brian O’Marnain, Head of Investment Operations, Bennelong Funds Management

Meet the Team Behind the Transformation

Georgina Chirnside, Research Solutions Manager, and Brian O’Marnain, Head of Investment Operations, share how Dasseti ENGAGE helped them move from fragmented processes to a streamlined, centralised system.

 

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How Bennelong Funds Management Streamlined DDQ Responses with Dasseti Engage

Bennelong Funds Management is a multi-boutique investment firm based in Australia. As the team managing operations, compliance, and distribution for six investment boutiques and two global partners, their research function is responsible for handling a growing number of RFPs and due diligence requests.

To keep up with demand without adding headcount, Bennelong turned to Dasseti Engage to bring structure, governance, and efficiency to their response process.

The Challenge

Too many emails. Too many documents. Not enough structure.

Bennelong’s research team was juggling complex questionnaires across departments without a single source of truth. Each new request meant:

  • Multiple departments involved in every DDQ/RFP response
  • No central repository for answers
  • Manual merging of responses from compliance, ops, IT, etc.
  • Heavy reliance on a few individuals (e.g. Georgie coordinating responses)
  • Time-consuming reviews and version control issues

"We had up to five versions of the same document at any one time, all being manually merged"

Georgina Chirnside, Research Solutions Manager

The Solution

A smarter way to collaborate, respond and review.

Bennelong needed a better way to manage responses, maintain oversight, and scale with confidence. Dasseti ENGAGE provided a single platform to coordinate and govern every response.

"Once the QA bank was in place, 90% of answers were auto-populated, saving a huge amount of time."

Georgina Chirnside, Research Solutions Manager

  • Centralized QA bank across departments
  • Autofill from past answers and uploaded documents
  • Structured setup for boutique-specific answers
  • Periodic reminders to keep answers up to date
  • AI tools for smart search and document extraction


Results & Benefits

Governance, efficiency, and ROI in under a year.

Bennelong quickly saw measurable results:

  • Significant time savings for the research team
  • Greater accuracy and consistency across responses
  • Clear ownership of content across departments
  • Faster reviews and reduced version control issues
  • A central knowledge base that supports ongoing learning

 

"The biggest win has been governance - responses are now owned by the right people, and everything is centralized."

Georgina Chirnside, Research Solutions Manager

See It for Yourself

Want to streamline your own DDQ and RFP processes?
Book a demo and see how Dasseti ENGAGE can help your team scale with structure

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DASSETI ENGAGE

Streamline Investor Relations

From small GPs to the world's largest asset managers, Dasseti ENGAGE allows IR teams to deliver consistent information, fast, using the platforms investors prefer.

Respond to DDQs and RFPs quickly and easily

When DDQs or RFPs come in, automate the first response draft with AI-powered Smart Response technology. Then take time to customize and approve.

Publish new data to every investor with a single click

Update information centrally and publish to all clients easily. Save hundreds of hours on manual updates.

Keep sensitive investor information safe

Share live data with LPs via secure investor portals. See who has accessed your information, and restrict where that can be shared.

Meet your investors where they are

Dasseti ENGAGE uses AI to flex data to fit investor templates, standard DDQs, consultant databases, or Word, Excel and Chrome documents.

Manage your IR headcount

Meet increasing DDQ and RFP volumes with Dasseti ENGAGE instead of new IR hires.

Provide consistent data to every investor

Ensure high quality communications, from every team, in every location, across every asset class.

Interact with investors in real time

Drive more insightful, valuable investor communications with secure sharing in investor portals.

Manage profiles and QA Bank data in one place

Use Dasseti ENGAGE to manage profiles and QA bank data or integrate with your existing RFP software or QA bank and automate updates across all templates.

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