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Reporting
Sales & Marketing
Regulatory Reporting
Management Reporting
Fund Commentaries

Automate what slows you down — Accelerate what sets you apart

  • Generate funds' regulatory reporting in minutes, including the Management Discussion & Analysis.
  • Integrate your own data, directly or via your custodian.
  • Natively generate accurate and compliant content.

Automate what slows you down —  Accelerate what sets you apart

  • Streamline the creation of management reports, including performance attribution, risk analysis and market outlooks - using your own data.
  • Natively generate executive-ready, narrative-driven content with full compliance traceability.
  • Put together presentations tailored to internal stakeholders and board executives.

Automate what slows you down —  Accelerate what sets you apart

  • Generate insightful quarterly commentaries in minutes, across your entire fund range.
  • Seamlessly integrate into your existing workflows.
  • Ensure that commentaries are always accurate, consistent and compliant.
ETF / fund sales tool
Meeting prep
Competitor & Market Analysis

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.
Explore More Use Cases
Book Demo

Engineered for Trust

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.
linked-in-imglinked-in-img

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.
linked-in-imglinked-in-img

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

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Sales & Marketing 
ETF / fund sales tool
Meeting prep
Competitor & Market Analysis

Give a smart edge to your sales & marketing teams

  • 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
Book Demo

Give a smart edge to your sales & marketing teams

  • 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.
Book Demo

Give a smart edge to your sales & marketing teams

  • Empower sales and product teams with ready-to-use intelligence packs.
  • Auto-generate head-to-head comparisons with key competitors.
  • Drive better, more relevant positioning of your funds by analyzing competing funds in the context of market events.
Book Demo
Explore more Use Cases
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Ready to Deploy AI Agents

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

Daizy Scribe