DDQ AND RFP RESPONSE SOFTWARE

Improve Investor Relations

 

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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.

ENGAGE QA Bank Folder View

Why Choose Dasseti?

Meet increasing requests for investor information

AI-powered Smart Search helps you respond to multiple requests for similar information

Collaborate from front to back office

Allocate questions, build in approvals processes, work as a team

Be consistent

Automate reminders for SMEs to update and maintain data points. Store content centrally as your golden source

Meet tight RFP and DDQ deadlines

Pre Fill completes a first draft response in seconds using best fit information

Stop wasting valuable resources

Don't waste specialist investor relations resource on manual, repetitive tasks

Stop running out of time to customize responses

Custom responses can take up to 18 hours to complete

Don't rely on a single team member

Company knowledge is often held by a single individual. Without them responding in a timely manner is impossible

Don't let requests fall through the cracks

Who takes ownership of responding to DDQs and RFPs? It's not always clear cut

DASSETI ENGAGE

Respond, publish and distribute up to date information to allocators with a single solution

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 consultants databases and client formats consistently and easily

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DISTRIBUTE
Dasseti ENGAGE allows you to create and distribute your standard DDQ to selected investors, or share with a wider pool, and see who has interacted with it

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What does Dasseti ENGAGE Include?

Dasseti ENGAGE

Custom Pricing

Contact us to discuss your specific requirements

  • 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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FAQs

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 uses Natural Language Processing to search across any previous response that has been uploaded to the platform. It then suggests the best fit response with details of last use, author etc.

Maintain a Q&A bank if you want to, or let Dasseti do the hard work.

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.

Request a free trial

How much is Dasseti ENGAGE?

Dasseti is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.

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Transform your DDQ and RFP response process

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