Improve investor relations
Don't spend hours manually responding to RFPs and DDQs from investors. Automate repetitive tasks while improving the quality of your responses.
Cut admin time in half
Don't just respond to investor RFPs and DDQs, pre-empt requests and free up valuable investor relations resource
Microsoft Word Plugin and Editor
Leverage Dasseti's advanced automation features and complete questions with a single click, in the original Word format.
Smart Response Auto Suggestion
Natural Language Processing technology scans questions and suggests a most likely response.
Investor Profile with File Management
Maintain a rich investor profile in a comprehensive, integrated CRM platform.
Centralized Response Bank
Add new Q&As to the Bank with one click. A single source of truth makes it easy to find and insert the latest response data.
Microsoft Word/PDF/Excel Document Scraping
Significantly accelerate processes with advanced automated data ingestion and smart matching.
Team Workflow and Oversight
Assign specific questions to team members and monitor progress with oversight dashboards.
Full Audit Trail
Meet compliance and investor requirements with full audit trails for all DDQ and RFP activity.
Customizable Report Templates
Create stylized, branded documents to share key information with leaders.
Transform your DDQ and RFP response process
Receive DDQ or RFP request
Investors send requests in any format. Dasseti can accept all formats.
Manage multiple requests simultaneously.
NLP tool scans and digitizes questionnaires.
Automatically suggests appropriate answers.
Select from suggested response or create new.
Assign questions to team members.
Validate and approve.
Return to investors
Return in original format. Speed up delivery time and improve consistency.
Automate processes and reduce manual input.
DASSETI RESPOND MANAGER PLATFORM
Contact us for Pricing
Customize your RFP and DDQ Process
- Centralized response bank
- Smart response auto suggestion
- Team workflow and oversight
- Microsoft Word plugin and editor
- Investor profile with file management
- Full audit trail
- Customizable report templates
- Word, PDF and Excel document scraping