Our Solutions

Our powerful suite of AI Agents empower Asset & Wealth Managers to confidently leverage FinAI across their organization. Access Daizy services through our platform, or use our implementation service.

Ready to Deploy AI Agents

Our suite of AI Agents, including the powerful Writer Agent that generates compliant-ready financial content in seconds.

Writer Agent

AI Content as a Service

Our experts work with you to integrate Daizy's best-in-class AI capabilities directly into your processes.

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Use Cases

Product

Sales

Marketing

Paid Search Optimization

Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings.

Product

Competitor Fund Comparison

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Product

Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

Product

Automating Fund Profile Generation

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

Sales

Meeting Prep for Wealth Advisors

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

Sales

Hypothetical Portfolio Tool

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

Marketing

Social Media Optimization

Daizy optimizes your social media content and distribution to maximize engagement based on market sentiment.

Marketing

Automating the Fund Commentary Process

Fully automate your quarterly fund commentary process across your entire fund range, leveraging Daizy’s data lake and narrative generation capability.

Marketing

Create Thought Leadership Articles

Daizy will take the heavy lifting out of writing insightful thought leadership pieces.

Powering the Renaissance of Investment with AI Agents

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

Company

Our Solutions

Ready to Deploy AI Agents

AI Content as a Service

Use Cases

Paid Search Optimization

Competitor Fund Comparison

Automating MD&A Reporting

Automating Fund Profile Generation

Meeting Prep for Wealth Advisors

Hypothetical Portfolio Tool

Social Media Optimization

Automating the Fund Commentary Process

Create Thought Leadership Articles

The future of financial content is here