Business introduction
AI Agents to Drive Growth for Wealth & Investment Managers
Empowering Asset & Wealth Managers to confidently leverage FinAI 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
GenAI content and analysis for investment services
Our platform, Daizy Scribe, supercharges asset and wealth managers with generative financial content, insights and analysis. Compliant data, real-time calculations, dynamic visualizations - hyper-personalized outputs at scale.
Whether your needs are to do with marketing materials, product insights or sales enablement, Daizy Scribe is designed to meet diverse use cases across financial services.
We are proud to work with some of the leading investment firms in the world. Established in 2018, we have years of experience with AI, analytics and data orchestration. Our team of industry-leading experts understands how to resolve the exact pain points our clients are facing.
Daizy Solutions
Daizy Scribe
Use cases Paid search optimization Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings. Competitor fund comparison Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance. Automating MD&A reporting Daizy automates the Management Discussion &......
