AI Agents to Drive Growth for Wealth & Investment Managers

Empowering Asset & Wealth Managers to confidently leverage

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

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Why Our Clients Love Daizy

How Clients Use Daizy

Daizy AI agents help Marketing, Product and Sales teams to deliver value to clients better and faster. Let Daizy automatically generate marketing content, product profiles and commentary, or prepare sales teams with tailored meeting prep for client engagements.

Marketing

Social Media Optimization

Automating the Fund Commentary Process

Create Thought Leadership Articles

Sales

Meeting Prep for Wealth Advisors

Hypothetical Portfolio Tool

Product

Competitor Fund Comparison

Automating MD&A Reporting

Automating Fund Profile Generation

Explore More Uses

Made for Financial Services

Winner in the “Best AI-powered Financial Services” category

World Future Awards 2024

“Most Innovative AI-Led Financial Analysis Tool 2024"

Wealth & Asset Management Awards 2024 (by Wealth & Finance International)

“Best AI-Enabled Financial Content Generation Company 2024”

FinTech Awards 2024 (by Wealth & Finance International)

What Clients Are Saying

“Daizy understands what is required to deliver compliant solutions in a heavily regulated industry.”

Chief Compliance Officer - Top 20 ETF Issuer

“Daizy allows us to leverage our ideas to produce more and better marketing content.”

Head of Capital Markets, Global Investment Bank

“Daizy is an important provider to help us build a modern AI-enhanced ETF distribution platform.”

Head of ETF Platform, Global Asset Manager

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