Streamline your content and compliance-heavy workflows

Today’s reporting and content workflows aren’t just inefficient—they’re a liability. Teams scramble across spreadsheets, emails, and static templates. Compliance slows down distribution. PMs get pulled into formatting instead of decision-making.

With Daizy, that all changes.

We automate each step of your workflow

Ready to scale your productivity? Let us show you how Daizy can transform your reporting, compliance, and marketing workflows — starting with the one that hurts most.

Data Ingestion

We connect to your internal data sources, CRM, portfolio systems, and combine that with Daizy’s institutional-grade data lake

No more spreadsheets, copy/paste, or manual versioning
Fully orchestrated, real-time access to fund, market, performance, and risk data

Content Creation

Our AI Agents generate first-draft commentaries, fund profiles, or regulatory text — in your team’s voice, tone, and format

PMs can feed in bullet points — Daizy handles the rest
Commentary is tailored, data-backed, and never hallucinates

Review & Compliance

Everything is auditable, editable, and tracked — making internal reviews faster and more robust

Custom compliance prompts and approval workflows built in
Reduce review cycles by up to 80%

Packaging & Distribution

With one click, Daizy outputs to any channel — PDFs, XML, portals, client emails, or regulatory submission platforms

Templates are brand-compliant and content is auto-formatted
Integrates into your publishing stack or CMS with ease

THE DAIZY PLATFORM

The Daizy platform architecture

Daizy’s purpose-built financial AI engine automates complex workflows, embeds compliance, and delivers client-ready outputs at scale.

Input center

Take control of how Daizy works for you. Customize templates, fine-tune prompts, and connect your own data sources — all on top of Daizy’s built-in integrations.

Define your workflow once, and scale it seamlessly across teams and use cases.

Data orchestration

Daizy connects directly to your existing data sources and streams live data into your content. You decide how your data appears in deliverables, with built-in logic and formatting options tailored for investment content.

Narrative generation

Our state-of-the-art AI Engine utilizes multiple LLMs and draws on a vast high-quality data lake, then enriches content with financial analytics. This ensures quality, consistency and accuracy across all client communications.

Review & compliance

Compliance-by-design incorporates audit logs, review workflows, and edit permissions that align directly with real-world regulatory expectations. All messaging aligns to your voice and brand.

Output center

Publish approved content to any channel — always current, on-brand, and version-controlled.

Or access Ask Daizy, your always-on analyst — delivering portfolio insights, product details, and fund data on demand.