At Dasseti, our Client Success Team plays a crucial role in ensuring our clients get the most out of our platform. With a global presence, around-the-clock support, and a proactive onboarding and feedback approach, our CSM team is more than just a support function—it’s a strategic partner for our clients.
We recently spoke with two of our Client Success Managers to discuss how their work directly benefits clients across different regions. Here’s what they had to say.
A Truly Global Support Network
One of the key advantages of working with Dasseti is our Client Success Managers (CSMs) being spread across four continents. This isn’t just about covering time zones—it’s about leveraging regional expertise and collaboration to drive efficiency.
"We’re accessible around the clock, but beyond that, we work as a team. If a client has a challenge, chances are one of our CSMs has seen it before, whether in their own region or another part of the world. We share that knowledge internally to ensure we’re always providing the best solutions."
This shared global knowledge base allows our CSMs to address client challenges faster, drawing on insights from different industries, regions, and use cases.
Around-the-Clock Support for a Global Client Base
Clients don’t just work within their own time zones—they collaborate with global investors, fund managers, and partners. That’s why having 24-hour support is essential.
"Our clients aren’t just working with managers and vendors in their own region. Their end users are also global, meaning they need support at any time of day. We’re here to provide that—not just for our direct clients, but for their respondents too."
By being available when and where clients need us, our CSMs help smooth the investor relations and due diligence processes, ensuring a seamless experience for everyone involved.
Onboarding: Setting Clients Up for Long-Term Success
A smooth onboarding process is the foundation for a successful long-term client experience. Dasseti’s CSMs take a tailored approach to onboarding, ensuring that clients are set up for efficiency, scalability, and self-sufficiency from day one.
"Onboarding isn’t just about getting clients live on the platform—it’s about understanding their long-term objectives. We take time to map out their core priorities, ensure the platform is structured to support their needs, and create a roadmap for ongoing success."
Rather than rushing implementation, our CSMs collaborate closely with clients to ensure they get the most value from the platform, with the flexibility to scale and adapt as their needs evolve.
Proactive Client Support & Continuous Improvement
Dasseti’s Client Success Team doesn’t just respond to issues—they take a proactive approach to ensuring clients continue to maximize their use of the platform.
"We don’t just set clients up and leave them to it. We stay engaged, guiding them through new features, helping them unlock additional efficiencies, and ensuring they continue to get value beyond their initial use case."
In addition to regular check-ins, Dasseti’s CSMs gather client feedback, helping to shape platform updates and optimizations.
"Our roadmap isn’t just driven by internal decisions—it’s guided by client feedback. Through regular conversations, we identify key areas for enhancement and ensure that we’re evolving in ways that benefit our users."
By maintaining an open dialogue, Dasseti ensures that clients feel heard, valued, and continuously supported throughout their journey.
Building a Client Community
Looking ahead, Dasseti’s Client Success Team is exploring ways to foster even greater collaboration among clients.
"We’re looking at ways to create a Dasseti community—giving clients a space to share insights, discuss challenges, and learn from each other’s experiences. This would provide even more value beyond our direct support."
By bringing clients together, Dasseti aims to encourage knowledge sharing and best practices, helping clients make the most of their investment in the platform.
More Than Just Support—A True Partnership
Dasseti’s Client Success Team does more than just answer support tickets. They’re strategic partners, helping clients navigate complex data management, streamline processes, and continuously optimize their use of the platform.
From global coverage and 24-hour support to tailored onboarding and ongoing collaboration, Dasseti’s proactive approach ensures that clients are set up for success—today, tomorrow, and in the future.
Want to know how Dasseti’s Client Success Team can support your firm? Get in touch today to learn more!
