Meeting Prep for Wealth Advisors

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

The Proposition

Benefits

Improve client engagement, as Daizy takes care of the generation of insights for each client portfolio
Reduce meeting admin work
Quickly become an expert, as Daizy will cut through the noise of open ended client questions and give you the salient points
Benefit from your personal research agent, as Daizy analyses competing products in seconds

How it Works

Use our Writer Agent to create a report across desired topics such as risk/performance, flows, thematic exposures, ESG and news, as they relate to your clients’ specific portfolios
Use our Chat Agent to interrogate specific problems, and help develop tailored proposals, all within pre-defined compliance guardrails
Generate consistent and accurate summary of key selling points (vs benchmark or competition) and context for tough questions

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Explore More

Paid Search Optimization

Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings.

Competitor Fund Comparison

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

Automating Fund Profile Generation

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

Hypothetical Portfolio Tool

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

Social Media Optimization

Daizy optimizes your social media content and distribution to maximize engagement based on market sentiment.

Get Exclusive Access

The future of financial content is here. Request an invite for your free trial of Daizy Scribe below.