Dasseti ENGAGE Reviews & Product Details

Dasseti ENGAGE's AI-powered system streamlines the DDQ process by automatically populating responses using the firm's policies and previous DDQs, which significantly reduces the time typically required to complete DDQ surveys and forms. The platform also enables approvers to review responses directly within the system, making it easier for reference and audit purposes. This leads to improved accuracy and consistency across DDQ responses, while also providing a centralized repository for all DDQs. Review collected by and hosted on G2.com.

While the Dasseti ENGAGE platform has been a great help, there is still potential for further enhancement. For example, it would be beneficial if users could upload different versions of DDQs, such as PDFs, in addition to the current Word and Excel formats. Expanding the smart response function to support radio buttons for Yes/No answers and dropdown options within DDQs would also improve usability. Additionally, making it easier to move documents between folders and update folder names would further enhance the overall user experience. Review collected by and hosted on G2.com.

Dasetti Engage enables our distribution team to streamline the due diligence process for the investment managers we collaborate with. The AI tool helps us provide clearer answers and significantly reduces our workload through its autofill features, allowing us to dedicate more time to other important tasks. Review collected by and hosted on G2.com.

The AI tool is still a work in progress, but I am confident that as our team continues to use it and adds more information to the database, it will continue to improve. Review collected by and hosted on G2.com.

Solid features, built for financial services. Powerful AI features save a lot of time. The dedicated customer success team got us up and running fast. Review collected by and hosted on G2.com.

Nothing so far, any question I have is handled immediately by my support team. Review collected by and hosted on G2.com.

Smart search and the ability to save responses to 3rd parties. Also, the level of client support is fantastic - Matt McLaughlin and team in particular are great. Review collected by and hosted on G2.com.

The questionnaire upload and re-export feature could use improvement. I understand this is underway. Review collected by and hosted on G2.com.

It’s made RFPs and DDQs much quicker to complete. I really like how easy it is to search for past answers, and the integration with our systems works well - is a big time-saver. Review collected by and hosted on G2.com.

It’s not the most intuitive at first and can take a bit of time to get used to. But once you’re familiar with it, it’s pretty straightforward to use. Review collected by and hosted on G2.com.

Dasseti streamlines due diligence with smart automation, intuitive workflows, and powerful analytics—making investment oversight faster, more accurate, and easier to manage. Review collected by and hosted on G2.com.

Dasseti’s interface can be complex for new users, and setup may require more onboarding than expected. Some users report limited customization and slower support response times. Review collected by and hosted on G2.com.

Review old questionnaire and option to pre fulfill new questionnaires with old answers.

It is easy to use.

The access between several user is also easy. Review collected by and hosted on G2.com.

the way to scroll is not optimal. It also would be better to have the option to insert attachements directly in each question and not in a separate module Review collected by and hosted on G2.com.

Good customer service/people, cost-efficient vs competitors. Review collected by and hosted on G2.com.

I don't think some of the features work as well as advertised. For example it doesn't seem to read questions and break into sections/sub-sections as correctly as we'd like and requires more manual intervention than we thought it would. Review collected by and hosted on G2.com.

I like how Dasseti streamlines DDQ responses and centralizes everything in one place. Review collected by and hosted on G2.com.

The search function can be clunky - it’s hard to find past responses or documents quickly. Review collected by and hosted on G2.com.

Dasseti is effective in creating an answer bank and acting as the first pass in completing questionnaires. I like that there are many set customizations available, and the chat is helpful. Review collected by and hosted on G2.com.

Dasseti could be a smoother operating interface and could have a more sophisticated AI to properly predict answers. Review collected by and hosted on G2.com.