Dasseti Sidekick: Built for Insight, Not Hype

“We started our AI journey around 18 or 24 months ago. But recently we can recognize that we need to formalize it into a kind of long-term and sustainable strategy, supported by robust infrastructure, thoughtful features and intuitive UX.”

“The market is much more open to AI than it was a year or two ago... and the tools we can leverage now are much stronger than before. The last, and not the least, are real client asks…we have more and more clients asking us about specific kind of needs. And yeah, we believe that with what we're delivering, we can address those needs in the best way.”

With Sidekick, Dasseti is packaging up its AI capabilities under a single name, but behind the scenes, the foundation has been years in the making.

“At Dasseti, we approach AI as a strategic tool. It's not really a marketing topic for us.”

“The lasting value comes from an AI that will enhance the decision making and not replace it.”

“We focus on three main areas: usability, scalability, and auditability. If an AI feature doesn't improve how investors or fund managers interact with data and streamline their compliance while maintaining full traceability, it’s a no-go.”

“AI has become a core pillar of our R&D strategy, and it will remain central to our long-term vision.”

“We’ve introduced many innovative AI features to our clients, and there's still a big pipeline of exciting enhancement that we're working on.”

“We don’t want to chase every AI trend. We want to build capabilities that fit together over time.”

“Sidekick is workflow integrated. It operates directly within our different solutions, Collect, Engage, and the Harvest platform. Users never leave their normal workflow.”

“We use Azure OpenAI, enterprise-grade tech, with a zero data retention policy. Every response includes the source reference for audit trail purposes.”

“Most importantly, Sidekick creates structured outputs that become valuable assets over time. That helps our clients build institutional knowledge, not just get answers.”

“AI will fundamentally uplift these roles by eliminating routine tasks and strengthening the judgment of the users.”

“IR teams will have more time to focus on relationship building and strategic positioning.”

“AI won’t replace the investment professionals, the goal is to make them more effective.”

“It’s no longer just about operational efficiency... it’s more about intelligence.”

“Clients are seeing Sidekick as a strategic differentiator, not just an efficiency tool.”

“We’re seeing deeper collaboration, more clients are coming to us with their own ideas. It’s a co-developed journey.”

“We build AI that works the way investment professionals think.”

“We don’t build features just for the sake of ticking a box. We solve specific problems our clients face daily... Our success is measured by how effectively it helps clients make better investment decisions, build stronger relationships and manage risk more efficiently.”