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Smarter Due Diligence: How Asset Managers Can Leverage AI Without Losing the Human Touch

Discover how Dasseti's AI-powered tools help asset managers streamline RFP and DDQ processes while still preserving the human element.

Dasseti
Jun 4, 2025
Updated: Jun 5, 2025
AI Dasseti ENGAGE Investor Relations

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AI adoption in asset management is accelerating, with firms increasingly turning to technology to streamline due diligence and investor communications. However, some concerns remain - will AI make responses feel robotic? Will asset managers lose the personal touch that builds trust with investors?

The truth is that AI is not here to replace human expertise; it’s here to enhance it. When used correctly, AI-driven tools like Dasseti's AI allow asset managers to deliver faster, more consistent responses while still maintaining the personalization that strengthens investor relationships.

The misconception: AI vs. human expertise

One of the biggest concerns surrounding AI adoption in asset management is the perception that automation will replace human involvement. But in reality, AI serves as an enabler, allowing professionals to focus on more strategic, high-value interactions rather than spending time on manual, repetitive tasks.

What AI does well:

  • Quickly retrieves relevant, approved responses from a centralized knowledge base.
  • Ensures compliance by using pre-approved, up-to-date content.
  • Speeds up response times for RFPs and DDQs without compromising accuracy.

Where human expertise remains essential:

  • Personalizing responses to align with investor preferences.
  • Adding strategic messaging that reflects a firm’s unique investment philosophy.
  • Managing relationships and engaging in meaningful investor conversations.

By combining AI with human expertise, asset managers can deliver both speed and personalization in investor communications.

AI as an enabler of more meaningful investor interactions

Rather than removing the personal element from due diligence, AI allows professionals to spend more time on high-value investor engagement by handling the more routine aspects of response generation.

For example, Dasseti's AI can automatically generate responses based on a firm’s pre-approved content, allowing RFP teams to refine and tailor them for specific investor needs. Instead of spending hours searching through documents and past responses, teams can focus on customizing messaging and strengthening relationships.

This shift means that investors not only receive faster responses but also benefit from a more thoughtful and personalized experience.

Want to see Dasseti's AI in action? Watch our on-demand webinar.

Balancing AI automation with human judgment

To effectively integrate AI into due diligence processes, firms should establish clear guidelines that ensure AI enhances human decision-making rather than replacing it. One best practice is using AI for drafting responses rather than finalizing them. AI can generate initial drafts, but investment professionals should refine and validate the content to ensure alignment with the firm’s messaging and regulatory requirements.

Compliance teams also play a crucial role in maintaining consistency and accuracy. While AI ensures responses are drawn from pre-approved sources, compliance experts must still review and approve content before it is shared with investors. This additional layer of oversight ensures that AI-generated responses meet all necessary regulatory and branding standards.

Finally, personalization remains key. While AI provides a strong foundation for responses, teams should customize the content to align with specific investor needs and expectations. AI can enhance efficiency, but it is the human touch that ensures responses are engaging, strategic, and tailored to investor concerns.

By following these best practices, firms can create an AI-human partnership that delivers both efficiency and high-quality investor interactions.

The future of AI in due diligence

The future of due diligence is not about choosing between AI and human expertise - it is about leveraging both to create a more effective, efficient, and investor-centric approach.

AI-powered tools enable firms to respond faster and more accurately, but the human element remains irreplaceable in building relationships and ensuring personalized communication.

By embracing AI as an enhancement rather than a replacement, asset managers can set themselves apart, delivering speed, accuracy, and most importantly, trust.

Want to learn more about how Dasseti ENGAGE can improve investor communications while keeping the human touch intact?

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