About Daizy
Daizy is revolutionizing the way asset and wealth managers leverage AI. Our multi-modal, compliance-ready AI Agents streamline workflows, enhance client engagement, and automate critical financial content generation. From thought leadership articles to competitor fund analysis and automated fund commentary, Daizy Scribe ensures that financial professionals stay ahead with institutional-grade data, real-time analytics, and seamless compliance integration.
With the latest enhancements, Daizy Scribe is setting the benchmark for AI-driven automation in financial services, delivering faster, more accurate, and more customizable content generation. These updates enhance usability, expand dataset coverage, and improve performance across the platform, reinforcing our commitment to cutting-edge AI for asset and wealth managers.
Key Product Enhancements
User Experience & Interface Upgrades
- New Agents Screen & Agent Configuration Panel – Making it easier than ever to customize AI workflows and tailor outputs to your specific needs.
- Drag & Drop Section Reordering – Users can now dynamically adjust the order of content sections in generated reports, improving flexibility and personalization.
- Performance Enhancements – Significant improvements to screen loading speeds, making navigation and report generation faster and more efficient, along with enhanced prompt engineering, generating even more precise and contextually relevant outputs.
Expanded Data & Analytical Capabilities
- New Asset vs. Asset Comparison Agent – Now, users can compare an ETF against a stock or crypto asset, delivering deeper insights for investment strategies.
- Canadian ETF Dataset – This expands the breadth of ETF analysis beyond the US market, providing more relevant insights for global investors.
- Dynamic Company Sector Classification (DCSC.ai) Integration – This modern AI-powered sector classification system enables a greater understanding of sector and industry influence on a company and its operations.
Enhanced AI Agent Functionality
- MD&A reporting – Enhancements to our automated Management Discussion & Analysis reporting agent, ensuring more accurate, institutional-grade financial narratives.
- Custom Styling & Compliance Features – Includes custom font support, dynamic & static footnotes, and improved allocation charts, making reports more visually engaging and regulatory-compliant.
- Multi-File Upload Support – Users can now upload up to 3 documents for AI analysis, expanding the range of content Daizy Scribe can process and summarize.
In addition, we continue to develop Daizy Scribe for clients. Here’s a preview of further enhancements that the team is currently working on:
- Financial Chart Analysis Agent – This new AI-powered chart analysis tool is designed to provide dynamic analysis and explanation of any financial chart or image.
- Data Analysis Agent – This agent is designed to analyse and provide insight on any financial data. Includes support for MS Excel, Word, or PDF documents.
- Portfolio Comparison – Extensive portfolio comparison capabilities including multi-asset and multi-factor analysis, with market context integrations and comprehensive visualization of the outputs.
Why These Enhancements Matter
With these updates, Daizy Scribe remains at the forefront of AI innovation for financial services. These enhancements:
- Increase efficiency – Faster performance, better AI workflow management, and multi-document processing reduce manual workload.
- Expand analytical depth – New asset comparison features, and sector classification provide richer investment insights.
- Improve customization & compliance – Enhanced custom styling and compliance safeguards ensure tailored, regulatory-ready outputs.
- Ensure accuracy & reliability – Advanced prompt engineering and hallucination detection prevent misinformation and improve AI response quality.
