Institutional-grade analysis & insights at your fingertips
Support sales teams with actionable information positioning your products in a client portfolio and analysing the impact of transitioning to new holdings.
Increase your chances to win a mandate with automated summary of client insight and sales talking points.
Save precious time to write fully compliant long- and short-form marketing content, thought leadership papers, and social media posts.
Institutional-grade analysis & insights at your fingertips
Automatically create succinct messaging and client proposals, all within pre-defined compliance guardrails.
Generate meeting prep notes and talking points based on clients' portfolio and data.
Integrate internal insights and market intelligence into one easy-to-review pack.
Institutional-grade analysis & insights at your fingertips
Empower sales and product teams with ready-to-use intelligence packs.
Auto-generate head-to-head comparisons with key competitors.
Drive better, more relevant product positioning by analyzing competing funds in the context of market events.
The 3 pillars of trust – what financial professionals need from AI
We’ve spent years engineering trust into every layer of our AI so you can stand behind Daizy's content, always.
Daizy AI architecture ensures content-related risk drops below human error.
No more AI black box – every Daizy output is traceable, reproducible, and regulator-ready.
Engineered for trust
The pillars of trust: What financial professionals need from AI
We’ve spent years engineering trust into every layer of our AI
Daizy AI architecture ensures content-related risk drops below human error
No more AI black box – Every Daizy output is traceable, reproducible, and regulator-ready
COMPLIANCE
TRANSPARENCY
INSTITUTIONAL GRADE
And the winner is...
Winner in the “Best AI-powered Financial Services” category
World Future Awards 2024
“World's Most Innovative WealthTech Companies 2025"
FinTech Global 2025
“Best AI-Enabled Financial Content Generation Company 2024”
FinTech Awards 2024
Built by financial experts
We've been there. We come from institutional asset management and wealth advisory.
We could not find the ideal AI tool so, we built it with one obsession in mind: accuracy and compliance.
Deborah Yang
CO-FOUNDER & CEO
Deborah is a seasoned financial services industry leader. She headed the fastest growing franchises at MSCI, including EMEA, ESG and APAC.
Jonty Hurwitz
CO-FOUNDER & HEAD OF R&D
Jonty Hurwitz is a successful fintech entrepreneur and the driving force behind Daizy's research, a pioneer in Communication Intelligence AI for the wealth and finance sectors.
And the winner is...
Winner in the “Best AI-powered Financial Services” category
World Future Awards 2024
“World's Most Innovative WealthTech Companies 2025"
FinTech Global 2025
“Best AI-Enabled Financial Content Generation Company 2024”
FinTech Awards 2024
The future of financial content is here
Get in touch to request a demo or a trial of Daizy Scribe
Equip your sales team with targeted information to intelligently position your products into a client portfolios, including live portfolio impact analysis of modifying holdings
Client insights and sales talking points designed to win the mandate
Long and short-form content for marketing emails, thought leadership pieces, and social media
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. More info
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. More info
Ready to Deploy AI Agents
Our suite of AI Agents, including the powerful Writer Agent that generates compliant-ready financial content in seconds.