Enhancing Collaboration in Investment Management RFPs: The Role of Response Software
Discover the benefits of platforms focused on collaboration. Streamline workflows, improve communication, and increase win rates.
Dasseti Client Success: More Than Support - A True Partner
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At Dasseti, we don’t just provide a platform—we provide a partnership. Our Client Success Team ensures you get the most out of our platform with expert guidance, ongoing support, and a personalized approach tailored to your business needs.
The Dasseti Difference: A True Extension of Your Team
We combine technology expertise and investment management industry experience to help you unlock the full potential of Dasseti—quickly and seamlessly.
- Personalized Onboarding – From data migration to training, we ensure a smooth transition.
- Ongoing Support – Our dedicated CSMs are available 24 hours, acting as an extension of your team.
- Continuous Optimization – We proactively gather feedback and refine the platform based on client needs.
Global Coverage, Local Presence
With experts across four continents, Dasseti ensures you have access to support—wherever you are.
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In-region CSMs for direct, localized assistance
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24-hour global support using a follow-the-sun model
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Quarterly feedback & product updates based on real client input
Making Your Interactions With Respondents Seamless
Dasseti provides dedicated support to both clients and respondents, ensuring an efficient and
collaborative process. This results in faster turnarounds, higher-quality data, and a smoother
due diligence experience for everyone.
collaborative process. This results in faster turnarounds, higher-quality data, and a smoother
due diligence experience for everyone.
DASSETI CSM
Your Journey with Dasseti: Step-by-Step Support
Onboarding
We handle data migration, setup, and training to get you up and running.
Early Care
Hands-on support continues after go-live, with frequent check-ins.
Business as Usual
Transitioning to self-service tools, but always with a CSM available.
Ongoing Optimization
Quarterly reviews and 24 hour assistance to ensure lasting success.
Hear from our team
READ THE BLOG
We caught up with members of Dasseti’s Client Success Team to hear how they deliver unparalleled value for lasting client success.
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