Daizy

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.