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The DataDasher Integration

Michelle Lauffer
Michelle Lauffer
  • Updated

Overview

DataDasher is a secure AI notetaker and assistant that intelligently captures, analyzes, and organizes financial advisor meetings, emails, and interactions. With the DataDasher integration, advisors can automatically capture and sync meeting notes, sentiment analysis, email communication insights, and client interactions directly into Wealthbox, reducing manual data entry and improving data accuracy.

 

Key Features.

  • Automatic Meeting Note Sync: Capture and seamlessly sync detailed meeting notes from DataDasher directly into Wealthbox, ensuring all client interactions are documented without extra effort.

  • Sentiment Analysis: Gain insights into client sentiment and engagement with AI-powered analysis that is stored alongside contact records in Wealthbox.

  • Email and Communication Insights: Automatically log email summaries and key highlights in Wealthbox, helping you track important conversations and follow-ups.

  • Improved Data Accuracy: Reduce manual data entry and maintain more complete, accurate records of your client engagements.

How to Enable the DataDasher Integration

Datadasher uses a Wealthbox API token to transfer data into your Wealthbox account. After generating a token, copy and paste it into Datadasher's platform. If you're unsure where to input it, please contact their support team for guidance on where to enter this information.

FAQs & Troubleshooting

Q: How do I set up the integration between DataDasher and Wealthbox?
A: The integration is enabled directly within DataDasher. To get started, please get in touch with their support team for assistance with configuration and setup.

Q: What information does DataDasher sync into Wealthbox?
A: DataDasher automatically syncs meeting notes, sentiment analysis, email communication insights, and records of client interactions, so you have a centralized view of your client relationships in Wealthbox.

Q: How does DataDasher help reduce manual data entry?
A: DataDasher uses AI to automatically capture and organize notes and insights from meetings and emails, so your Wealthbox CRM stays updated without needing to manually log every interaction.