DataDasher is a venture-capital-backed AI enterprise software company, founded by two Stanford engineers, dedicated to unlocking the potential of AI in financial services providing advisors with intelligent tools that streamline workflows, save time, improve client engagement, and enhance compliance. DataDasher’s Advisor Assistant AI is a cutting-edge AI-powered platform tailored specifically for financial advisors. Our secure AI-assistant and notetaker analyzes financial advisor meetings and emails while aiding in meeting preparation and post-meeting follow-ups, helping save advisors 15 hours per week. By integrating with your current CRM, email, and virtual-meeting platforms, DataDasher empowers advisors to maximize efficiency and deliver exceptional client service.