Improve investor relations
Automate repetitive DDQ and RFP response tasks and give investors the information they need, fast.
Respond to any DDQ or RFP from any investor
Draw from a centralized bank of responses to answer any DDQ or RFP from any investor, faster and with greater accuracy, no matter what platform they use to deliver the questionnaire.
You probably receive multiple requests for the same or similar information from investors.
It can be difficult to collaborate efficiently across front, middle and back offices.
Are you maintaining the latest company data and giving consistent responses?
How do you meet DDQ and RFP response deadlines without impacting core business activities?
Wasting valuable resources
Don't waste specialist investor relations resource on manual, repetitive tasks.
Specialized responses are labour intensive
Custom responses can take up to 18 hours to complete.
Key person risk
Company knowledge is often held by a single individual. Without them responding in a timely manner is impossible.
Who takes ownership of responding to DDQs and RFPs? It's not always clear cut.
I've used Dasseti to respond to investor requests in the past. Is this the same platform?
No, although it is similar. If you have been invited to use Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti Engage is a brand new platform which takes the Manager Portal a step further. With Dasseti Engage you can maintain responses in a centralized bank, respond to ANY investor request and collaborate with your team members using the platform.
How does Dasseti Engage speed up the response process?
Dasseti Engage allows you to create and maintain a Question and Answer bank quickly and easily.
When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti Engage suggests the most accurate response based on your own parameters and gives you a head start to complete the response quickly and consistently.
Team collaboration tools allow you to assign questions and maintain oversight over the response workflow, to monitor progress.
How do I access Dasseti Engage?
Dasseti Engage is a cloud-based software app that can be accessed via any web browser.
Try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.