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DASSETI ENGAGE

AI-enabled software designed to support your Investor Relations team

Respond to investor requests for information, DDQs and RFPs, fast.

Deliver high quality, consistent information every time.

Integrate Nasdaq eVestmentTM and Dasseti to share data between your consultant profile, RFPs and DDQs.

Smart Response Auto Suggestion

New AI capabilities scan questions and suggest the most appropriate response.

Microsoft Word, Excel and Chrome Plugins and Editors

Leverage Dasseti's advanced automation features and complete questionnaires with a single click, in your preferred platform.

Investor and Consultant Profiles with File Management

Maintain rich investor and consultant profiles in a comprehensive, integrated CRM and document management 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.

DASSETI ENGAGE

Respond to RFPs and DDQs, or publish and distribute up to date information to investors and consultants more easily.

RESPOND
Dasseti ENGAGE uses AI to help you respond faster and cope with increasing volumes of RFPs and DDQs

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PUBLISH
Dasseti ENGAGE allows you to publish individual data points to update consultant databases and a varied client formats consistently and easily

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DISTRIBUTE
Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors.

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Dasseti Engage

Custom Pricing

  • Icons (2) AI-powered Smart Search and Smart Response
  • Tick icon #2 Nasdaq eVestment integration
  • Icons (2) Centralized content library
  • Tick icon #2 Live data sharing
  • Tick icon #2 Update once, publish everywhere
  • Icons (2) Team workflow and oversight
  • Icons (2) Microsoft Word, Excel and Chrome plugins
  • Icons (2) CRM for investor profiles and file management
  • Icons (2) Full audit trail for compliance
  • Icons (2) Customizable report templates
  • Icons (2) Word, PDF and Excel document scraping
  • Tick icon #2 Integrates with current Investor Relations software stack
  • Tick icon #2 White labelled investor portals available on request
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Digitize your DDQ and RFP Response Process

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