Compliant AI-powered
Investment Communications

How Daizy transforms your workflow

Purpose-built AI solutions that automate reporting, scale insights, and empower client engagement

Fund
‍Reporting

Product Managers

Compliance Officers

80% time saving
‍

Automate the generation of structured documents for regulatory and product communication purposes

Learn more

Portfolio
Storytelling

Portfolio Managers

Marketeers

Insightful content
generation

Generate flexible, context-aware investment narratives to support client understanding and product positioning

Learn more

Client
‍Engagement

Sales Managers

Financial Advisors

On-demand product and client insights

Interactive tools and dynamic content services that equip client-facing teams with insights, prep, and personalization

Learn more

SEAMLESS INTEGRATION OF INSTITUTIONAL-GRADE DATA SOURCES

Engineered for Trust

The 3 pillars of trust – what financial professionals need from AI

We’ve spent years engineering trust into every layer of our AI so you can stand behind Daizy's content, always.
Daizy AI architecture ensures content-related risk drops below human error.
No more AI black box – every Daizy output is attributable, reproducible, and designed for regolatory integrity.

Engineered for trust

The pillars of trust: What financial professionals need from AI

We’ve spent years engineering trust into every layer of our AI
Daizy AI architecture ensures content-related risk drops below human error
No more AI black box – Every Daizy output is traceable, reproducible, and regulator-ready

COMPLIANCE

TRANSPARENCY

INSTITUTIONAL GRADE

And the winner is...

Winner in the “Best AI-powered Financial Services” category

World Future Awards 2024

“World's Most Innovative WealthTech Companies 2025"

FinTech Global 2025

“Best AI-Enabled Financial Content Generation Company 2024”

FinTech Awards 2024

Founders with a track record in financial innovation

We've been there. We come from institutional asset management and wealth advisory.

We could not find the ideal AI tool so, we built it with one obsession in mind: compliance.

Deborah Yang

CO-FOUNDER & CEO

Deborah is a seasoned financial services industry leader. She headed the fastest growing franchises at MSCI, including EMEA, ESG and APAC.

Jonty Hurwitz

CO-FOUNDER & HEAD OF R&D

Jonty Hurwitz is a successful fintech entrepreneur and the driving force behind Daizy's research, a pioneer in Communication Intelligence AI for the wealth and finance sectors.

And the winner is...

Winner in the “Best AI-powered Financial Services” category

World Future Awards 2024

“World's Most Innovative WealthTech Companies 2025"

FinTech Global 2025

“Best AI-Enabled Financial Content Generation Company 2024”

FinTech Awards 2024

Unleash the potential of your team

Automate what slows you down. Accelerate what sets you apart.

Generate funds' regulatory reporting in minutes, including the Management Discussion & Analysis.
Integrate your own data, directly or via your custodian.
Natively generate accurate and compliant content.

Book Demo

Automate what slows you down. Accelerate what sets you apart.

Streamline the creation of management reports, including performance attribution, risk analysis and market outlooks - using your own data.
Natively generate executive-ready, narrative-driven content with full compliance traceability.
Put together presentations tailored to internal stake holders and board executives.

Book Demo

Automate what slows you down. Accelerate what sets you apart.

Generate insightful quarterly commentaries in minutes, across your entire fund range.
Integrate Daizy into your existing workflows.
Ensure that commentaries are always accurate, consistent and compliant.

Book Demo

Give a smart edge to your sales & marketing teams

Equip your sales team with targeted information to intelligently position your products into a client portfolios, including live portfolio impact analysis of modifying holdings
Client insights and sales talking points designed to win the mandate
Long and short-form content for marketing emails, thought leadership pieces, and social media

Book Demo

Give a smart edge to your sales & marketing teams

Automatically create succinct messaging and client proposals, all within pre-defined compliance guardrails.
Generate meeting prep notes and talking points based on clients' portfolio and data.
Integrate internal insights and market intelligence into one easy-to-review pack.

Book Demo

Give a smart edge to your sales & marketing teams

Empower sales and product teams with ready-to-use intelligence packs.
Auto-generate head-to-head comparisons with key competitors.
Drive better, more relevant positioning of your funds by analyzing competing funds in the context of market events.

Book Demo

Powering the Renaissance of Investment with AI Agents

Subprocessor notification to users

Company

Powering the Renaissance of Investment with AI Agents

Subprocessor notification to users

Company

Compliant AI-powered
Investment Communications

Built by investment experts

Compliant
AI-powered
Investment Communications

How Daizy transforms your workflow

Purpose-built AI solutions that automate reporting, scale insights, and empower client engagement

Engineered for Trust

The 3 pillars of trust – what financial professionals need from AI

Engineered for trust

The pillars of trust: What financial professionals need from AI

And the winner is...

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

Founders with a track record in financial innovation

Deborah Yang

CO-FOUNDER & CEO

Jonty Hurwitz

CO-FOUNDER & HEAD OF R&D

And the winner is...

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

The future of financial content is here

Unleash the potential of your team

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Powering the Renaissance of Investment with AI Agents

Subprocessor notification to users

Company

Powering the Renaissance of Investment with AI Agents

Subprocessor notification to users

Company

Compliant AI-powered Investment Communications

Built by investment experts

CompliantAI-powered Investment Communications

How Daizy transforms your workflow

Purpose-built AI solutions that automate reporting, scale insights, and empower client engagement

Engineered for Trust

The 3 pillars of trust – what financial professionals need from AI

Engineered for trust

The pillars of trust: What financial professionals need from AI

And the winner is...

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

Founders with a track record in financial innovation

Deborah Yang

CO-FOUNDER & CEO

Jonty Hurwitz

CO-FOUNDER & HEAD OF R&D

And the winner is...

Winner in the “Best AI-powered Financial Services” category

“World's Most Innovative WealthTech Companies 2025"

“Best AI-Enabled Financial Content Generation Company 2024”

The future of financial content is here

Unleash the potential of your team

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Automate what slows you down. Accelerate what sets you apart.

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Give a smart edge to your sales & marketing teams

Ready to Deploy AI Agents

Compliant AI-powered
Investment Communications

Compliant
AI-powered
Investment Communications