Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Easy Answer Submissions with a Smooth, Professional Interface"
5/5
What do you like best about Dasseti ENGAGE?

easy tool for submitting answers, and a smoother and more professional interface than say surveymonkey or google forms Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

was a great experience, nothing I disliked Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Very Organized Platform That Makes Offline Work and Uploads Easy"
4.5/5
What do you like best about Dasseti ENGAGE?

Very organized platform, easy to extract and work offline then upload to the portal Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

Clarity on mandatory questions that attachments are needed, we work on responses and then find out when submitting that attachments are mandatory Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
"Efficient AI-powered DDQ response platform"
3.5/5
What do you like best about Dasseti ENGAGE?

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.

What do you dislike about Dasseti ENGAGE?

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.

Roger G.
RG
Roger G.
Operations Department Specialist
Small-Business (50 or fewer emp.)
"Easy Onboarding and File Integration, but Client-Specific Questions Need Personalization"
3.5/5
What do you like best about Dasseti ENGAGE?

Integration of files, and easy onboarding and specific straight questions as well Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

Some of the questions should be tailored to the client type, such as TPMs, distributors, asset managers, etc Review collected by and hosted on G2.com.

Verified User
G
Verified User
Enterprise (> 1000 emp.)
"Streamlined Client Interactions, Easy Navigation"
4.5/5
What do you like best about Dasseti ENGAGE?

I like that Dasseti ENGAGE is a one-stop tool and easy to navigate. It makes it easier for me because I don't have to send multiple reports back to clients. I also found the initial setup to be really easy. Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

template uploads can be difficult to use Review collected by and hosted on G2.com.

Verified User in Accounting
IA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Very Intuitive and Friendly, Even for First-Time Users"
4.5/5
What do you like best about Dasseti ENGAGE?

Very intuitive and friendly to use even if the first time Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

Too many fields where in many cases the answer is not applicable Review collected by and hosted on G2.com.

Claire L.
CL
Claire L.
Account executive
Mid-Market (51-1000 emp.)
"Great, easy to use platform"
4.5/5
What do you like best about Dasseti ENGAGE?

Easy to use, clear instructions, support Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

when exporting responses, not all of the question was included. Review collected by and hosted on G2.com.

LP
Luke P.
Associate
Mid-Market (51-1000 emp.)
"Streamlined Due Diligence with Dasetti Engage—Promising AI That Keeps Improving"
4/5
What do you like best about Dasseti ENGAGE?

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.

What do you dislike about Dasseti ENGAGE?

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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Controller"
3.5/5
What do you like best about Dasseti ENGAGE?

User friend Ui / Easy to use. Does not take long to navigate the portal and begin populating a DDQ. Past answer fill function is helpful. Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

Wish it was more streamlined i.e. more emphasis on linking underlying excels etc. in the platform. A bit manual typing in things such as performance etc. Review collected by and hosted on G2.com.

Verified User in Accounting
IA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Director Of Operations"
5/5
What do you like best about Dasseti ENGAGE?

It is easy to navigate throughout the system. Review collected by and hosted on G2.com.

What do you dislike about Dasseti ENGAGE?

You can upload your answer from excel in the system. Review collected by and hosted on G2.com.