Daizy AI Agents to Drive Growth for Wealth & Investment Managers

What is Daizy?

Daizy delivers a suite of specialized AI agents tailored for the financial services industry, termed FinAI. This technology utilizes multi-modal, multi-LLM approaches combined with prompt engineering and Retrieval-Augmented Generation (RAG) architecture to generate compliant-ready output and eliminate hallucinations, ensuring safe and scalable AI adoption within wealth and asset management firms.

The platform empowers marketing, product, and sales teams by automating various tasks. It assists in generating marketing content, optimizing social media presence, creating product profiles, automating fund commentary, and producing thought leadership articles. Additionally, Daizy aids sales teams by providing tailored meeting preparation for client engagements and facilitates competitor fund comparisons and the automation of MD&A reporting for product teams, ultimately increasing productivity and driving growth.

Features

FinAI Technology: Utilizes multi-modal, multi-LLM technology enhanced with prompt engineering and RAG architecture for compliant-ready output.
Marketing Automation: Automatically generates marketing content, social media posts, and thought leadership articles.
Fund Commentary Automation: Automates the process of creating fund commentary.
Sales Enablement: Prepares sales teams with tailored meeting prep for client engagements.
Product Analysis Automation: Automates fund profile generation, competitor fund comparisons, and MD&A reporting.
Workflow Automation: Increases productivity by automating various tasks across different departments.