DAIZY

Personalization and customization has been a steadily growing trend across all industries. There is huge potential for financial services to hyper-personalize to break down barriers and reach broader audiences. How? With more compelling storytelling that resonate because they are more personalized by custom voice and for specific audience. DAIZY Scribe leverages generative AI to help address this trend as the platform enables users to tailor content to specific audiences and use specific voices. Clients can upload supporting documents to reference specific data or information, share writing samples as a reference for writing style/voice, or craft specific target audiences to help guide the platform on what to say. We asked DAIZY to explain the importance of personalization and customization in financial services. Here is what we got...

The new Tailored Shareholder Report (TSR) Rule, introduced by the SEC, adds to the many difficulties faced by mutual fund and ETF providers in the development of their annual and semi-annual reports. This rule requires concise, share-class-specific, and visually engaging content resulting in complexities for issuers in terms of compliance, content management, and overall implementation. To efficiently tackle this challenge, issuers can look towards generative artificial intelligence technologies, however, it is essential to maintain a compliant-focused delivery. See a more detailed overview of the TSR Rule generated by DAIZY's generative artificial intelligence platform, Scribe, here:

During the U.S. Presidential election prediction markets underscored the ever-evolving nature, and continuously-growing importance, of our financial markets. In the financial services industry, staying informed on recent developments is crucial. We asked our DAIZY General News Agent to highlight the role that prediction markets had during the election and their potential implications going forward. Here is what we got...

Exciting insights from our CEO Deborah Yang on We Talk Careers Podcast! A great conversation about the evolving role of AI in transforming financial services. Don’t miss this episode.

We are proud to have Deborah Yang speaking at the Evident AI Symposium, an invitation-only gathering of 200 of the most senior leaders from the worlds of banking and AI. We come together to cut through the AI hype, and advance the global conversation around the realities of AI adoption in the banking sector. UBS Bloomberg EY Goldman Sachs Bing Xiang Giuseppe Nuti Luke Gbedemah https://lnkd.in/eGTqxQCh

We are proud to have Deborah Yang speaking at the Evident AI Symposium, an invitation-only gathering of 200 of the most senior leaders from the worlds of banking and AI. We come together to cut through the AI hype, and advance the global conversation around the realities of AI adoption in the banking sector. UBS Bloomberg EY Goldman Sachs Bing Xiang Giuseppe Nuti Luke Gbedemah https://lnkd.in/eGTqxQCh

Large language models (LLMs) can support in the automated generation of financial content, insights, and analyses. However, there are still barriers that reduce the usefulness of these LLMs in the financial services industry. LLMs often have limited ability to produce reliable, real-time, financial data. Daizy helps navigate this issue by leveraging retrieval-augmented generation (RAG). RAG is a mechanism that allows Daizy to supplement the output produced by LLMs with compliant financial data from external verified sources. Learn more about what RAG is and how it can provide value to the financial services industry when it comes to using LLMs. https://lnkd.in/eFiRjXYw

Financial services firms are racing to leverage Large Language Models. The problem is, LLMs aren't designed for highly regulated industries like financial services. Data integrity, compliance, lack of industry context, these are just some hurdles the finance industry is facing in adopting generative AI. Daizy solves for these challenges, but how? We asked ChatGPT to explain...

Over 540 ETFs have been launched so far in 2024. That's almost triple the number of IPOs during the same time period. Differentiating your funds is a challenge - that's why we created Daizy Scribe. Meet DAIZY ETF Spotlight Agent, just one of Scribe’s suite of AI Agents for ETF issuer clients to supercharge their sales teams.
This AI Agent is like a dynamic, expanded fact sheet. With institutional grade analysis, hyper-custom narrative, and compliance-focused delivery, our clients use the ETF Spotlight Agent for sales enablement, web content, social media, fund reporting, fact sheet support, and more. See our ETF Spotlight Agent in action here: https://lnkd.in/eCDPTCQt

AI is a threat to investment compliance. Agree or disagree? While many view GenAI as a compliance obstacle, we think large language models will supercharge investment compliance teams. Here are a few brief thoughts on the AI compliance landscape across financial services—from document automation to fraud detection—and what that means for regulatory efficiency and accuracy. For firms navigating these complex waters, staying compliant while embracing AI innovations is key. https://lnkd.in/ejeRyA9G