AI Agents to Drive Growth for Wealth & Investment Managers

Empowering Asset & Wealth Managers to confidently leverage

across their organization.

Our powerful suite of AI Agents are designed to supercharge your marketing, sales and research efforts, and increase productivity through workflow automation

How Clients  Use Daizy

Daizy AI agents help Marketing, Product and Sales teams to deliver value to clients better and faster. Let Daizy automatically generate marketing content, product profiles and commentary, or prepare sales teams with tailored meeting prep for client engagements.

Marketing

Social Media Optimization

Automating the Fund Commentary Process

Create Thought Leadership Articles

Sales

Meeting Prep for Wealth Advisors

Hypothetical Portfolio Tool

Product

Competitor Fund Comparison

Automating MD&A Reporting

Automating Fund Profile Generation

Explore More Uses

Made for Financial Services

Winner in the “Best AI-powered Financial Services” category

World Future Awards 2024

“World's Most Innovative WealthTech Companies 2025"

FinTech Global 2025

“Best AI-Enabled Financial Content Generation Company 2024”

FinTech Awards 2024 (by Wealth & Finance International)

Why Our Clients  Love Daizy

What Clients Are Saying

“Daizy understands what is required to deliver compliant solutions in a heavily regulated industry.”

Chief Compliance Officer - Top 20 ETF Issuer

“Daizy allows us to leverage our ideas to produce more and better marketing content.”

Head of Capital Markets, Global Investment Bank

“Daizy is an important provider to help us build a modern AI-enhanced ETF distribution platform.”

Head of ETF Platform, Global Asset Manager

Get Exclusive Access

The future of financial content is here. Request an invite for your free trial of Daizy Scribe below.

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How Prompt Engineering Turns Your Data Lake into Client-Ready Content

Daizy Named to 2025 WealthTech100 for Empowering Safe, Scalable AI Adoption in Wealth and Asset Management

Company

AI Agents to Drive Growth for Wealth & Investment Managers

How Clients  Use Daizy

Marketing

Sales

Product

Made for Financial Services

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

Why Our Clients  Love Daizy

What Clients Are Saying

“Daizy understands what is required to deliver compliant solutions in a heavily regulated industry.”

“Daizy allows us to leverage our ideas to produce more and better marketing content.”

“Daizy is an important provider to help us build a modern AI-enhanced ETF distribution platform.”

Get Exclusive Access

How Prompt Engineering Turns Your Data Lake into Client-Ready Content

Daizy Named to 2025 WealthTech100 for Empowering Safe, Scalable AI Adoption in Wealth and Asset Management

Company

AI Agents to Drive Growth for Wealth & Investment Managers

How Clients Use Daizy

Marketing

Sales

Product

Made for Financial Services

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

Why Our Clients Love Daizy

What Clients Are Saying

“Daizy understands what is required to deliver compliant solutions in a heavily regulated industry.”

“Daizy allows us to leverage our ideas to produce more and better marketing content.”

“Daizy is an important provider to help us build a modern AI-enhanced ETF distribution platform.”

Get Exclusive Access

How Clients  Use Daizy

Why Our Clients  Love Daizy