AI-native customer intelligence for finance
Unlock customer understanding for the entire organization all within one secure, scalable platform.
Connecting the world’s greatest companies to their customers
Understand your customers, instantly
Dovetail extracts critical themes and insights from vast amounts of qualitative customer data, including interviews, in-product feedback, and support tickets.
Understand the “why” behind the numbers
Go beyond transactional data. Uncover the stories and sentiment behind customer feedback to truly understand their needs.
Innovate your digital banking experience
Analyze user expectations and feedback to build digital banking products that are intuitive, secure, and exceed expectations.
Ensure regulatory and brand compliance
Mitigate risk by systematically analyzing customer interactions to ensure brand and regulatory compliance across all touchpoints.
Uncover hidden risks and opportunities
Identify emerging risks and market shifts faster. Analyze unstructured data from diverse sources to gain a holistic view of your financial landscape.
Build smarter workflows
Analyze user feedback to design intuitive platforms that automate tasks and surface critical data, faster.
Strengthen governance and compliance
Create a single source of truth for the voice of your customer. Systematically analyze client feedback and internal dialogues to ensure robust governance and regulatory adherence.
Elevate your client reporting
Go beyond the numbers in your reports by incorporating customer intelligence from client feedback and meetings.
Align products with investor demands
Analyze investor sentiment and feedback to develop and refine asset management products that meet market needs.
Strengthen investor trust and confidence
Demonstrate a deep understanding of your investors by systematically capturing and acting on their feedback.
Built for complex and highly regulated teams
Whether you’re navigating SOC 2, GDPR, or internal audit protocols, Dovetail delivers built-in compliance and traceability.
Navigating enterprise security & compliance in customer intelligence solutions
Ensure the safety and privacy of your proprietary and customer data with advanced security and compliance measures.
Discover how Dovetail ensures enterprise-grade security and compliance
A customer intelligence platform built on security—explore how Dovetail prioritizes data security, privacy, and compliance.
Enterprise security and compliance
You care about security, reliability, privacy, and compliance, and we do too. Explore our industry-leading compliance, advanced security, and visit our trust center to learn more.
SOC 2 Type II
Our report confirms that our security policies and controls consistently adhere to the highest industry standards.
ISO 27001:2022
Dovetail is ISO 27001 certified, showing our commitment to the highest requirements of information security.
HIPAA
Dovetail’s HIPAA certification shows we are committed to protecting the privacy and security of sensitive health information.
GDPR & CCPA
Find more here, including information about our practices, Data Processing Agreement, and more.
Explore more hereISO/IEC 42001:2023
Dovetail is certified for the first international AI management standard—proving our commitment to secure, transparent, and ethical AI practices.
Explore more hereTurn insights into revenue—without costly delays
Empower every department to access and act on a unified view of the customer. From product to compliance, Dovetail helps reduce silos, minimize risk, and accelerate decision-making.
Quantify the impact of your customer knowledge—measuring the ROI of a customer intelligence platform
Boost strategic planning and improve product development—here’s how to measure the ROI of a customer intelligence platform.
How leading organizations use Dovetail for scalable customer intelligence
Discover why leading enterprises choose Dovetail to centralize research, analyze insights, and make data-driven decisions at scale.
An Invaluable Tool for Structuring User Feedback. We’ve been using Dovetail at Catarse during a critical redesign of our crowdfunding platform, and it’s been an invaluable tool.
Thiago M.
Product and Design Director
Great research repository tool! Dovetail is a fantastic tool for conducting and managing qualitative research. It helps bring all your research planning, source data, analysis and reporting together.
Kathryn R.
Product Designer
Dovetail is a blessing for any team building up their Research & Analytics stack. It’s great for keeping all your research artifacts in one place. Interviews, surveys, customer feedback - you name it, Dovetail can handle it.
Daniel G.
Principal Researcher
Streamlined Research and Collaboration in One Platform. The platform allows for seamless collaboration across teams, offering a centralized hub for qualitative data.