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 & Analysis (MD&A) element of your regulatory fund reporting.

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

Meeting prep for wealth advisors
Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

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

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

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.

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