Daizy AI compresses time writing
fund commentaries by 80%
*
Reducing typical workflow times from 15 days to 2 days
Skeptical? Let us show you.
What's your ROI potential?
Daizy compresses fund reporting and commentary workflows. Our calculator estimates how much time you could free up with Daizy.
Calculations use average client scenarios, but all parameters can be customized to your processes.
How to use the calculator
To get a first estimate of potential time and cost savings:
- Enter your number of funds
- Adjust the process to match yours
- Contact us to hear how we turn your ROI potential into real savings
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ROI Calculator
Potential impact of optimizing your current portfolio commentary process with Daizy
78%
Time compression
Reduction in process duration
from 15 days to 3 days
from 15 days to 3 days
2.0 FTEs
Time saving
Reduction in work effort from 40 hours to 10 hours
3.4X
Productivity improvement
Each team member covers nearly three times the previous output
SET NUMBER OF FUNDS
Number of funds
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Monthly
Monthly
Quarterly
Quarterly
ADJUST BARS TO REFLECT YOUR PROCESS
PROCESS STEP
WORKLOAD
How much total team capacity each step requires per year — shown in full-time equivalents (FTEs) across all funds.
PROCESS DURATION
Elapsed time from start to finish of each workflow step. Bars show the typical number of days each step occupies on the overall timeline.
SEE WHAT YOU COULD ACHIEVE WITH DAIZY
Daizy best practice
0
What happened when a Global
Asset Manager adopted Daizy
Challenge
FUND REPORTING
- Time consuming
- Resource intensive
- Manual
- Error prone
- Tedious & repetitive
Solution
DAIZY AI
- Automated writing
- Compliant
- Based on client data
- Built-in AI controls
Benefits
ZERO GRUNT WORK
- 80% time saving
- Accurate
- Expedited validation
- Teams free to focus on value-added work
4
workflows
automated
automated
59%
productivity
improvement
improvement
$350k
annual
savings
savings
Want to learn more about this case study and how Daizy could help compress your workflows to free up valuable resources? Let’s talk
What happened when a Global Asset Manager adopted Daizy
CHALLENGE
Fund reporting
- Manual & error prone
- Resource intensive
- Time consuming
SOLUTION
Daizy AI
- Integrated client data
- Automated writing
- Compliant
BENEFIT
Zero grunt work
- Expedited validation
- 80% time saving
- 100% accuracy
4
workflows
automated
automated
59%
productivity
improvement
improvement
$350k
annual
savings
savings
92%
cut in production time
80%
reduction in outsourcing costs
3 x
productivity improvement
How a $600B Asset Manager achieved outstanding ROI
CHALLENGE
Fund commentary
- 100 funds, 5 teams, 1 agency
- Manually compile data
- Long write & review periods
SOLUTION
Daizy AI
- Integrated client data
- Personalized tone of voice
- AI generated drafts
BENEFITS
Zero grunt work
- Streamlined process
- Expedited timelines
- Major cost saving
The results
92%
cut in production time
80%
reduction in outsourcing costs
3 x
productivity improvement
