Daizy offers a suite of AI agents designed for wealth and investment managers. Key features include:
- Daizy Scribe: Generates financial reports, portfolio commentary, and investor letters using Generative AI.
- Daizy GPT: Provides AI-driven insights and content creation.
- Workflow Automation: Supercharges marketing, sales, and research efforts.
- Compliance: Designed to deliver compliant solutions in a heavily regulated industry.
Use cases include automating marketing content, product profiles, sales meeting preparation, and competitor analysis. It targets marketing, product, and sales teams within financial services.
