Slash time writing

fund commentaries by 80%

Reducing typical workflow times from 15 days to 1 day

Skeptical? Let us show you.

FROM WEEKS TO HOURS

Fund commentary process. Transformed.

AI-powered fund storytelling built by investment experts

Compliant
AI-powered
Investment Communications

Trusted by top asset managers to automate reporting and narrative generation — saving time, money and sanity.

Daizy integrates the work of an analyst, writer, and compliance officer into one AI-powered workflow — transforming fragmented reporting into a seamless, compliant process.

Trusted by top asset managers to automate the production of fund commentaries, MD&A, marketing narratives, and sales talking points — saving time, money and sanity.

Daizy integrates the work of an analyst, writer, and compliance officer into one AI-powered workflow — transforming fragmented reporting into a seamless, compliant process.

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How Daizy transforms your workflow

Purpose-built AI solutions that automate reporting, scale insights, and empower client engagement

Fund Commentary

Product Managers

Compliance Officers

80% time saving
‍

Automate the generation of structured documents for regulatory and product communication purposes

Learn more

Portfolio Storytelling

Portfolio Managers

Marketeers

Unlock growth
‍

Generate flexible, context-aware investment narratives to support client understanding and product positioning

Learn more

Client Engagement

Sales Managers

Financial Advisors

Achieve more, faster and better

Interactive tools and dynamic content services that equip client-facing teams with insights, prep, and personalization

Learn more

How a $600B Asset Manager achieved outstanding ROI

CHALLENGE

Fund commentary

100 funds, 5 teams, 1 agency
Manually compile data
Long write & review periods

SOLUTION

Daizy AI

Integrated client data
Personalized tone of voice
AI generated drafts

BENEFITS

Zero grunt work

Streamlined process
Expedited timelines
Major cost saving

The results

92%

cut in production time

80%

reduction in outsourcing costs

3 x

productivity improvement

Discover your ROI potential for automating your monthly fund commentary process

Our ROI calculator estimates your firm’s time savings based on your current reporting load.

Get your free personalized ROI analysis

Calculate Your ROI

What happened when a Global Asset Manager adopted Daizy

workflows
automated

59%

productivity
improvement

$350k

annual
savings

Try our ROI calculator to see what benefits you could realize

See how we do it

SEAMLESS INTEGRATION OF INSTITUTIONAL-GRADE DATA SOURCES

Engineered for Trust

What financial professionals need to trust 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 attributable, reproducible, and designed for regulatory integrity.

Download our Guide

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

Founders with a track record in financial innovation

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: 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

Unleash the potential of your team

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.

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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 stake holders and board executives.

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Automate what slows you down. Accelerate what sets you apart.

Generate insightful quarterly commentaries in minutes, across your entire fund range.
Integrate Daizy into your existing workflows.
Ensure that commentaries are always accurate, consistent and compliant.

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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.

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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

Slash time writing

fund commentaries by 80%

FROM WEEKS TO HOURS

AI-powered fund storytelling built by investment experts

CompliantAI-powered Investment Communications

How Daizy transforms your workflow

Purpose-built AI solutions that automate reporting, scale insights, and empower client engagement

How a $600B Asset Manager achieved outstanding ROI

The results

Discover your ROI potential for automating your monthly fund commentary process

What happened when a Global Asset Manager adopted Daizy

Engineered for Trust

What financial professionals need to trust AI

Engineered for trust

The pillars of trust: What financial professionals need from AI

And the winner is...

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

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

Founders with a track record in financial innovation

Deborah Yang

CO-FOUNDER & CEO

Jonty Hurwitz

CO-FOUNDER & HEAD OF R&D

And the winner is...

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

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

The future of financial content is here

Unleash the potential of your team

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Ready to Deploy AI Agents

Compliant
AI-powered
Investment Communications