Daizy
AI Agents to Drive Growth for Wealth & Investment Managers
5.0
(4 ratings)
AI agent
Finance
Categories
Sales
Marketing
Pricing model
Freemium - Basic free, premium paid
About:
Daizy is an AI-powered platform designed to support wealth and investment managers by leveraging FinAI, a branch of AI tailored for financial services. It offers a suite of AI agents that enhance marketing, sales, and research efforts, increasing productivity through workflow automation. Daizy's AI agents can automatically generate marketing content, product profiles, and commentary, as well as prepare sales teams with tailored meeting prep for client engagements. The platform is recognized for its ability to deliver compliant solutions in a heavily regulated industry