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 of the integration

• Seamlessly sync meeting notes, sentiment analysis, and client interactions into Wealthbox with DataDasher.

How to enable the  integration